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Author profile

Julia Bahr

Julia Bahr

Julia Bahr was senior reporter at Professional Adviser between October 2021 and March 2023.

Articles by Julia Bahr

Investors save £2m by spotting scam early warning signs

Regulation

Investors save £2m by spotting scam early warning signs

FCA issues warning list to tackle the rising threat of investment scams

clock 21 February 2023 • 3 min read
Letter to new FCA chair calls for improved consumer protection

Regulation

Letter to new FCA chair calls for improved consumer protection

Transparency Task Force asks regulator to ‘boost performance’

clock 20 February 2023 • 3 min read
FOS complaints show 65% uphold rate on DB transfer cases

Pensions

FOS complaints show 65% uphold rate on DB transfer cases

General uphold rate of more than one third on personal pensions cases

clock 15 February 2023 • 1 min read
Scandi advice giant with £60bn in client assets enters UK market   

Your Business

Scandi advice giant with £60bn in client assets enters UK market   

Söderberg & Partners appoints former Novia executives to lead UK operations

clock 14 February 2023 • 2 min read
Compliance specialist warns firms not to ignore FCA priorities  

Regulation

Compliance specialist warns firms not to ignore FCA priorities  

Non-compliance to Consumer Duty is ‘not an option’ for advice businesses

clock 10 February 2023 • 2 min read
PE-backed advice firm partners with Rugby Players Association

Your Business

PE-backed advice firm partners with Rugby Players Association

RPA members receive access to financial education and planning

clock 10 February 2023 • 1 min read
DFM launches toolkit to help advisers comply with Consumer Duty 

Consumer Duty

DFM launches toolkit to help advisers comply with Consumer Duty 

Free online material to assist advisers with compliance

clock 08 February 2023 • 3 min read
Could the annuity revival mean retirement advice decline?

Income

Could the annuity revival mean retirement advice decline?

Recent shift to annuities could hit advice business status quo

clock 07 February 2023 • 3 min read
Retirees suffer as gap between best and worst annuity rates widens

Retirement income

Retirees suffer as gap between best and worst annuity rates widens

£27,000 extra needed to achieve PLSA ‘moderate’ level of income

clock 06 February 2023 • 3 min read
Why building trust in every aspect of financial advice is important

Your profession

Why building trust in every aspect of financial advice is important

It is vital to establish trust before a meeting, advisers say

clock 12 December 2022 • 5 min read
123
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Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
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Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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