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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Tax Planning

PA360 North: 'Meet VCT managers and look into their eyes'

'VCTs and EIS compared' panel

clock 17 October 2018 • 2 min read

Retirement

PA360 North: 'We're all guilty of pushing the same strategies to advisers'

Decumulation panel debate

clock 17 October 2018 • 2 min read

Technology

PA360 North: 'Tech-adopting advisers have extra 100 clients each'

2,000 firm sample set

clock 17 October 2018 • 2 min read

Regulation

FCA proposes to increase FOS limit from £150,000 to £350,000

From 1 April 2019

clock 16 October 2018 • 2 min read

Regulation

FCA moves to force firms to disclose climate risk management

Consults on regulation and innovation in green finance

clock 15 October 2018 • 4 min read

Regulation

FCA dismisses criticisms of its market studies

13 studies begun since April 2013

clock 15 October 2018 • 2 min read

Regulation

Advice firm carried out over 800 British Steel transfers - FCA

One firm, 872 transfers

clock 12 October 2018 • 1 min read

Wrap/platforms

'PROD': Can rules help bring down platform switching costs?

'Standardised approach simplifies and saves costs'

clock 10 October 2018 • 4 min read

Companies

Santander steps up chase for robo-advice customers with TV campaign

Offers robo-advice from £20

clock 09 October 2018 • 2 min read

Companies

Investors sell two-thirds of £1.6bn platform tech provider FNZ

Provides technology to adviser platforms

clock 09 October 2018 • 1 min read