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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

My Pension Expert secures £6.6m refinancing deal

Your Business

My Pension Expert secures £6.6m refinancing deal

'New venture set to launch in the coming months'

clock 24 November 2021 • 2 min read
B-Compliant urges advisers to respond to IFPR questions

Regulation

B-Compliant urges advisers to respond to IFPR questions

'Answers needed by November 26'

clock 23 November 2021 • 1 min read
Altus and ITM partner to deliver pensions dashboard

Pensions

Altus and ITM partner to deliver pensions dashboard

'A straightforward route to compliance'

clock 23 November 2021 • 2 min read
Client 'unreasonably' denied switch to cash before pandemic - ombudsman

Your profession

Client 'unreasonably' denied switch to cash before pandemic - ombudsman

Pandemic related concerns

clock 22 November 2021 • 3 min read
IHT receipts up £0.6bn, HMRC data reveals

Tax planning

IHT receipts up £0.6bn, HMRC data reveals

'Soaring housing market boosts'

clock 19 November 2021 • 2 min read
IWP bolsters management team with double hire

Your Business

IWP bolsters management team with double hire

Two new senior roles created

clock 18 November 2021 • 1 min read
The Openwork Partnership adds two strategic partners to develop growth strategy

Your Business

The Openwork Partnership adds two strategic partners to develop growth strategy

18 more businesses identified as potential partner firms

clock 18 November 2021 • 2 min read
Falling gilt yields drive DB transfer values to record high - XPS

Equity release

Falling gilt yields drive DB transfer values to record high - XPS

'Transfer activity has yet to recover from pre-pandemic levels'

clock 18 November 2021 • 2 min read
MWA Financial acquires Essex-based CHC Wealth Management

Your Business

MWA Financial acquires Essex-based CHC Wealth Management

Deal adds £380m in assets

clock 18 November 2021 • 2 min read
Advisers must be careful not to create 'inherent bias' towards ESG - P1

Investment General

Advisers must be careful not to create 'inherent bias' towards ESG - P1

'We can't afford not to be sustainable'

clock 17 November 2021 • 2 min read
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