Mortgage & Property

New Insurance Professional

Family Office Bulletin

Mortgage Property

Insurance Professional

Family Office

A shot in the arm | IFAM95/GBI24 | February 2021

Welcome to this first 2021 edition of IFA and GBI Magazine.

Since we last went to press in December, so much has changed in the world around us. Let’s start with the best news of all. The roll out of Covid-19 vaccinations has begun following regulatory approval in many countries around the world. Given the emergence of new ‘variants of concern’, it could not have been more timely that millions of people around the world are now gratefully receiving this precious gift of a shot in the arm. But there is very a long way to go. Concerns about the impact of mutations, let alone how we vaccinate the global population, impose clear restraints on any premature feelings of euphoria. It looks like we will be living with Covid-19 for some time to come, with all that means for the way we live and work.

Not that you’d have guessed that by looking at world stockmarkets of course. They continue to look past the huge global cost of the pandemic, past the massive economic and financial impacts and look forward to a more optimistic, post-Covid world. At least your clients will be happy they took your advice to remain invested last March when fear dominated and stocks plunged!


As I write this, the free world has just welcomed a new leader. President Biden’s inauguration was eagerly anticipated by so many people. I must confess to feeling strangely emotional watching the inauguration ceremony – and no it wasn’t caused by Lady Gaga’s outfit (it was quite restrained – for her) – but the feeling that at last there was a sense of reason and reality making a much welcome return to the US corridors of power. The appointment of the first ever female, first ever Asian American, first ever black Vice President in Kamala Harris was another significant moment in the history of the USA. As was the news that Donald Trump will be the first US President to be impeached twice. Ouch! But what will have hurt him most will be suspension of his social media accounts – most notably Twitter. Double ouch! This action brings another debate all by itself, but that one’s for another day.


A deal it was! The UK and EU finally managed to reach a compromise and the Trade and Co-operation Agreement was signed on Christmas Eve allaying many fears about what a ‘no deal’ outcome might really mean. Whilst the TCA was welcomed in many ways, its repercussions will, no doubt, be felt and discussed for years to come.


Thankfully, the financial planning and advice profession continues to get on with the business of advising clients, despite all the restrictions of working from home. As we wonder what Mr. Sunak might have up his sleeve by way of Budget changes on 3rd March, it looks like being a very busy run up to the tax year-end. We hope that, amongst the pages of this magazine, you will discover some interesting ideas that will help shape your thinking whether it’s on technical matters or around business process.

Sue Whitbread
IFA Magazine

This Week’s Most Read

  • Standard Life Aberdeen appoints Tracey Hahn as Chief People Officer  

      Standard Life Aberdeen (SLA) has announced the appointment of Tracey Hahn as Chief People Officer. Tracey will report directly to Stephen Bird, CEO of

  • Investing in the futures of young people: three investment management firms unite for a very good cause

    Three leading UK investment management firms, Standard Life Aberdeen, Baillie Gifford and Stewart Investors have collaborated with the charity Future Asset and the not-for-profit organisation

  • Why tax-efficient investing is good for your clients – and your business

    As clients look to maximise tax efficiency, there’s also a growth opportunity for advisers who look beyond ISAs and pensions Tax planning is an integral

  • How to invest today to meet tomorrow’s challenges

    In this video Maria Municchi explores how the sustainable multi-asset strategy combines M&G’s ‘episode’ approach, taking advantage of the opportunities that could arise from investors’

  • Value rotation and rising inflation: Is now the time to back financials?

    Managers comment on the prospects for fintech challengers versus incumbents.  Fintech has been behind some of the fastest-growing businesses in recent years, buoyed by increased

  • Will this be the decade for Hydrogen?

    Randeep Somel: The race to ‘net zero’ emissions has taken a positive step as the world’s two largest emitters of carbon, China and the US,

  • Is financial wellbeing predetermined by personality type?

    New study by Aviva finds 24% of employees made bad debt decisions during the Covid-19 pandemic. Research also indicates that certain personality types are predisposed

  • Inflation: What do the experts think?

    UK inflation continues to climb, the consumer price index surged to 2.1% in the 12 months to May, this is up from 1.5% in April

  • Keeping up with the big players – how IFAs can manage KYC compliance with limited resources

    Tony Machin, CEO of TrustID, discusses how IFAs can conveniently comply with KYC and AML requirements without the money and resources available to larger financial

  • Q&A with Richard Roberts, Oxford Capital

    In this in-depth video, IFA Magazine speaks to Richard Roberts, Director of Investor Relations at Oxford Capital about who, what and how they are investing

IFA Magazine

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine