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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Your profession

Chris Budd: If Schrödinger was a financial adviser

clock 04 September 2020 • 4 min read

Pensions

Large DB schemes set to test PPF Covid-19 sustainability

Could be more than £20bn hit

clock 27 August 2020 • 3 min read

Your profession

Janice Laing: Preparing for the SM&CR deadline

Ahead of Thursday's Professional Adviser Working Lunch, in partnership with SimplyBiz and Compliance First, Janice Laing outlines the FCA's expectations with the upcoming SM&CR deadline...

clock 26 August 2020 • 3 min read

Your profession

Mark Pittaccio: The perfect opportunity to build trust with clients

Recent research once again brought into question the public's trust of financial advice and those providing it. But, writes Mark Pittaccio, the recent crisis has offered up an opportunity to show clients the true value of a financial adviser...

clock 25 August 2020 • 2 min read

Tax planning

Neil MacGillivray: CGT hike worries could be wide of the mark

OTS reports

clock 24 August 2020 • 3 min read

Your profession

Tim Sargisson: The Covid Curse of independent advice

Meeting MiFID II requirements

clock 21 August 2020 • 4 min read

Investment

Neil Birrell: Surprising investment opportunities

Neil Birrell takes a look at some surprising investment opportunities that have appeared as a result of the coronavirus crisis

clock 20 August 2020 • 4 min read

Tax planning

Laura Suter: Child Trust Funds come of age

Bumper birthday present

clock 20 August 2020 • 3 min read

Investment

Speakers for Multi-Asset Masterclass 2020 revealed

7 and 8 September

clock 19 August 2020 • 1 min read

Technology

Russell Andrews and Russ Kliman: Should financial advisers replicate the FAANGs?

'Hyper-personalise'

clock 19 August 2020 • 4 min read
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