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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Acumen Financial Planning wins Firm of the Year at CISI awards

One of five awards presented at annual conference

clock 05 October 2016 • 1 min read

Your profession

CISI conference: Gill Cardy warns advisers against focusing only on 'elite'

Speaking at CISI Financial Planning Annual Conference

clock 04 October 2016 • 2 min read

Pensions

CISI conference: Steve Webb calls for UK 'Save More Tomorrow' scheme

Speaking at CISI Financial Planning Annual Conference

clock 03 October 2016 • 2 min read

Your profession

How well is the CISI doing with the spirit of financial planning?

CISI financial planning conference kicks off today

clock 03 October 2016 • 5 min read

Pensions

Self-employed should be 'key focus' in AE review - Royal London

Comments follow release of HMRC pensions data

clock 30 September 2016 • 2 min read

Regulation

FCA plans to replace RDR 'independence' standard

RDR definition 'too difficult' to achieve, respondents to consultation said

clock 29 September 2016 • 3 min read

Regulation

FCA to force advisers to record phone calls under tighter MiFID II rules

Third consultation paper published by regulator

clock 29 September 2016 • 1 min read

Regulation

FCA backtracks on 'orderly' record-keeping requirement

Comes as regulator seeks to strengthen senior managers' regime

clock 28 September 2016 • 2 min read

Regulation

FCA to strengthen senior managers' regime with new measures

Rolled out to all regulated financial services firms from 2018

clock 28 September 2016 • 2 min read

Pensions

Advisers and providers 'least influential' on consumer saving, research

People listen to social media and 'consumer champions'

clock 28 September 2016 • 2 min read