Transact Wrap

Transact is an award-winning, market leading independent UK investment platform. #FTSE250

[Transact Wrap @Transact]

Through to the final!

We are delighted to have been shortlisted for Platform of the Year at the Vanguard UK Platform Awards 2026, hopefully reflecting all the hard work we have put into enhancing the platform over the last year.

We wish all the finalists the best of luck!

[Transact Wrap @Transact]

In the latest episode of the Transact Podcast, we explore the recent enhancements to our service and Transact Online, designed to make financial planning easier.

Listen on:
Spotify: https://t.co/N3LoKSksbr
Apple: https://t.co/Z1PWal259g

For advisory professionals.

[Transact Wrap @Transact]

Following new HMRC guidance, our technical team are back with an update on the upcoming additional pension death benefit administration changes (effective April 2027).

Listen on:

Apple: https://t.co/5evxy9CTgJ
Spotify: https://t.co/Tox1AYFuEQ

For advisory professionals.

[Transact Wrap @Transact]

From April 2027, unused DC pension funds will fall into the inheritance tax net. Stuart Fleat and Natasha Walker discuss why this means trust planning is moving from niche to necessity.

Spotify: https://t.co/EfbDWktW9n
Apple: https://t.co/cBP2p0efiI

For advisory professionals

[Transact Wrap @Transact]

In this episode, Andrew Cullen-Jones, is joined by Special Educational Needs and Disabilities (SEND) specialist, Rhiannon Gogh, to explore advice when a family has a dependant with SEND.

Spotify: https://t.co/HFBcQ8CVp4
Apple: https://t.co/qJ9Fj4NPXj

For advisory professionals

[Transact Wrap @Transact]

What does it really take to build a successful, client-focused advice firm?

Transact CEO, Tom Dunbar, sits down with Robin Keyte, to explore a remarkable career in financial advice.

Apple 👉 https://t.co/3UbNKGCW2I
Spotify 👉 https://t.co/VmcE7Jk20O

For advisory professionals

[Transact Wrap @Transact]

Inside Transact’s Trading Operations

In our latest podcast, Russell Watson, Head of Trading Operations, sits down with Head of Distribution, Stuart Fleat, to explore Transact’s trading engine.

Spotify: https://t.co/VGwCoiowt1

Apple: https://t.co/Zzlu3nRQ14

For advisers only

[Transact Wrap @Transact]

In our latest podcast, Stuart Fleat, Head of Distribution, speaks with Natasha Walker, Lead Technical Consultant, to unpack the key advice opportunities before 5 April.

Listen now!

Spotify: https://t.co/dCJ7MYfsuL
Apple: https://t.co/H59fi7kOsx

For advisory professionals

[Transact Wrap @Transact]

New episode: Understanding model portfolio services

MPS Manager, Ben Roberts, chats with BlackRock’s Hugo Thompson, to dive into MPS — and why performance and fees only tell part of the story.

Spotify: https://t.co/eqK0EE959E
Apple: https://t.co/ZDmGYEA0mX

For adviser use

[Transact Wrap @Transact]

New episode alert!

What can UK advisers learn from Australia’s journey, from compulsory pensions to consolidation, rising client balances and major regulatory shifts?

Listen now!

Apple: https://t.co/jcfS4mEQny

Spotify: https://t.co/1Yk1HdCd85

For advisory professionals

[Transact Wrap @Transact]

Coming in 2026: A leap forward for advisers using Transact.

Join our team as they discuss the upcoming developments due to land on the Transact platform this year.

Listen and follow!

Apple: https://t.co/UHM60hCPXQ

Spotify: https://t.co/jaLyTxbt9R

For advisory professionals

[Transact Wrap @Transact]

Advisers, if you haven’t already heard, we are extending family linking from 1 April 2026.

To help you explain the benefits of family linking to your clients, we’ve launched a new client brochure which you can download and share: https://t.co/up88iGQ3Xc

For adviser use

[Transact Wrap @Transact]

Join Tom Dunbar, Transact CEO, and Andrew Cullen-Jones, CDO, as they discuss 2026 priorities and Unification Day – which will unify Transact’s integration capability under a single future-fit API.

Spotify: https://t.co/0c2Ld7DStD
Apple: https://t.co/AQ8DqJhFzW

For adviser use

[Transact Wrap @Transact]

In this Citywire interview, our CEO, Tom Dunbar, highlights a growing issue in the platform market: some platforms are taking margins on client cash of up to 2% — 10x the typical charge applied to invested assets.

Watch the interview 👉https://t.co/xT7cCIyU97

For adviser use.

[Transact Wrap @Transact]

From 1 April 2026, we are enhancing our family linking policy.

Transact users will be able to link siblings, partners of siblings, and nieces and nephews automatically – making it easier to serve families and reduce costs.

Learn more: https://t.co/BrPhhH37Vt

For adviser use.

[Prof Paraplanner Mag @ProfParaplanner]

@Transact has maintained pole position as the most popular platform selected by advisers on the Lang Cat’s Analyser tool in 2025 https://t.co/9lPk4fellD

[Transact Wrap @Transact]

@nicklincoln @FundmentHQ Thanks Nick. We are committed to evolving and improving the platform to help make financial planning easier. As we do that, we won’t always get everything right, so it’s vital we listen and respond quickly.

Thanks for your comments and to other advisers who provided feedback.

[Transact Wrap @Transact]

New podcast alert!

Join Tom Dunbar (CEO, Transact) with Richard Brian (MD, Curo) and Joanna Roddis (Head of Client Success at Curo) as they cover all things Curo Power Platform.

Spotify👉https://t.co/1x4bWyJ77B

Apple👉https://t.co/IZixgdPxy7

For advisory professionals

[Transact Wrap @Transact]

In our latest podcast, Tom Phillips (Integrations Manager) talks with Robin Bevan (Sprint) and Nick Eatock (intelliflo) about two new apps that make life easier for advisers:

Spotify👉https://t.co/njHI8fIKbM

Apple👉https://t.co/FMwJwtmjPk

For advisory professionals only.

[Transact Wrap @Transact]

In our latest podcast, Mark Fenlon (Head of Technical) and Brian Radbone (Technical Counsel) break down the key measures from the budget and what they mean for you and your clients.

Spotify 👉 https://t.co/1X6xbZGgdx

Apple 👉 https://t.co/ZnMv1YkK8Z

For advisory professionals.