Specialist expat financial adviser Blevins Franks has predicted a 54% rise in UK client enquiries about moving to Europe this year.

Financial Planner Kerry Nelson, the director of Nexus Independent Financial Advisers Limited and Nexus Investment Managers Limited, and colleague Jacqueline Stephens, the firms’ business operations manager, have pleaded guilty to fraud after four clients lost £2m.

Funds under direction held on the Transact platform reached £86.5bn at the end of September, a 17% year-on-year increase.

Doncaster-based finance firm Switch Lifestyles Ltd (FRN: 842488) has been declared in default by the Financial Services Compensation Scheme.

The number of individuals with more than £1m in their ISA accounts climbed more than 50% in the 2023/24 tax year, an FOI request shows.

Fewer than one in five (18%) employees with a workplace pension have a clear retirement plan, despite more than half (51%) having given a lot of thought to their financial needs in later life.

Adviser software provider Intelliflo has acquired fund comparison provider Mabel Insights for an undisclosed sum, bringing its research, portfolio analysis and Financial Planning tools inside Intelliflo office.

Tracy Vegro, CEO of the CISI professional body, has called on Financial Planners to get behind the organisation's upcoming financial education campaign.

The government should ask taxpayers over 40, including pensioners, to pay an extra 1p in income tax to help fund social care.

Financial Planning firm Foster Denovo Group has revealed it made a loss of £1.5m in 2025 - after making a profit of £1.3m in 2024 - despite revenue climbing 15% to £49.3m.