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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Three things your clients may call you about this week ...

'Buy gold'

clock 19 July 2021 • 2 min read

Your profession

Kay Ingram exits LEBC after 18 years

To pursue writing and commentating career

clock 16 July 2021 • 1 min read

Regulation

Advisers welcome cancelled suitability review

First suitability review came in 2017

clock 16 July 2021 • 4 min read

Tax planning

DWP proposes bereavement benefits change for unmarried parents

Benefits currently limited to married couples and civil partnerships

clock 16 July 2021 • 3 min read

Your profession

Tim Sargisson: Recommendations from the FCA to complain are falling on deaf ears

Compensation, FSCS and PI insurance

clock 16 July 2021 • 4 min read

Tax planning

HMRC launches IHT tool

Information about relief options

clock 16 July 2021 • 1 min read

Regulation

FCA targets ratings and data providers in ESG focus; proposes TCFD disclosures from 2022

2021/22 Business Plan

clock 15 July 2021 • 1 min read

Regulation

FCA to review scope and coverage of FSCS compensation

Consumer investments strategy

clock 15 July 2021 • 3 min read

Your profession

Business as usual? The impact of Covid-19 on advice M&A

As the UK slowly tries to rid itself of the novel coronavirus, is it business as usual for financial advice consolidators? Or will these merger and acquisition growth strategies see long-term changes as a result of the pandemic?

clock 13 July 2021 • 8 min read

Retirement

Phoenix sells Ark Life Assurance for £197m

£1.8bn AUA

clock 13 July 2021 • 1 min read