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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

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

'Tax on private sector workers'

clock 01 March 2021 • 2 min read

Retirement

Chancellor Sunak 'likely' to freeze lifetime allowance - reports

Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.

clock 26 February 2021 • 1 min read

Your profession

Ascot Lloyd grows war chest to £100m after deal with US investment group

Made 12 acquisitions in 2020

clock 26 February 2021 • 1 min read

Regulation

FOS partially upholds ongoing advice complaint against TenetConnect

Pension switch glitch

clock 23 February 2021 • 3 min read

Investment

Phoenix buys Standard Life brand

Developments on 2018 deal

clock 23 February 2021 • 2 min read

Your Business

Simon Goldthorpe: Increasing client referrals in 2021

How to improve?

clock 22 February 2021 • 4 min read

Your profession

Voting is now closed for the PA Personality of the Year 2021

Shortlist of seven

clock 22 February 2021 • 3 min read

Investment

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

NS&I customers 'automatically' re-enrolled

clock 22 February 2021 • 2 min read

Retirement

How would a higher minimum pension age change retirement planning?

Govt consulting on raising age to 57

clock 19 February 2021 • 4 min read

Your profession

Tim Sargisson: PIMFA and the value of advice

PIMFA recently published 12 recommendations to fix the advice market. Here, Tim Sargisson assesses the trade body's desires and highlights one fundamental problem with the advice sector, or rather one problematic perception...

clock 18 February 2021 • 4 min read
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