Mortgage & Property

New Insurance Professional

Family Office Bulletin

Mortgage Property

Insurance Professional

Family Office

Go on ‘The B of the Bang’ with IFA Magazine | IFA91/GBI21 | September 2020

Welcome to the combined September issue of IFA Magazine and GBI Magazine, and you will see we have been busy over the summer as it is packed full of content for you.

Right off you will find an interview with Fund Manager John William Olsen on the launch of M&G’s new Positive Impact Fund. Prudential take us through the genesis of the ISA, and Investec announce their 100th launch. 2020 was certainly the Summer of Zoom, and we have links to three fascinating webinars we’ve been hosting; the first in a series focused on model portfolios, and the first two in GBI Magazine’s series of EIS discussions.

And talking about model portfolios, we have another exclusive instalment from our MPS Report by Tony Catt. George Cliff from Clever Adviser offers food for thought in the field of forecasting and estimating, while Richard Harvey wonders whether we may have seen the last of the 08.17 from Purley.

We explore how an M&G investment fund can make a positive difference to the world we live in while also delivering a return. Jessica Franks, Head of Tax at Octopus Investments, explains a valuable relief for clients who have sold a business in the last three years and Octopus shares with us the reasons why tax reliefs are available on some investments.

Our regular contributor and communications expert Faith Liversedge offers a quick fix to improve your practice’s image overnight. Finally, we’ve put together the latest career opportunities available in our sector, and our regular Open Offers section lists what’s currently available for subscription.

So whether you’re working from home or you are back to the office here’s to a fantastic Autumn and in the words of Linford Christie let’s get going “on the B of the Bang“

Best wishes,
Alex Sullivan
Publishing Director 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