Transact Wrap

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

[Transact Wrap @Transact]

In our latest podcast, Tom Dunbar, Transact's CEO, is joined by Abraham Okusanya, CEO of Timeline for a thought-provoking discussion on some of the biggest forces shaping financial advice today.

Spotify: https://t.co/IANbmgczhn
Apple: https://t.co/E9w5onzSn5

For adviser use

[Transact Wrap @Transact]

In this podcast episode, Tom Dunbar, CEO, is joined by Sam McBride from ani tech and Richard Brian from Curo, as they explore how AI agents can help firms improve efficiency and unlock value.

Spotify: https://t.co/p3brOX5xZc
Apple: https://t.co/5rOTvykqaB

For adviser use

[Transact Wrap @Transact]

In our latest podcast, Tom Dunbar, CEO is joined by Keith and Josh Butten of boosst to explore the role of trusts in adviser succession planning and long-term wealth planning for clients.

Listen on:

Spotify: https://t.co/zOv6hS3ciq

Apple: https://t.co/S0WOHLm16q

For advisers

[Transact Wrap @Transact]

In our latest podcast, Tom Phillips, Integrations Manager at Transact, speaks with adviser Francois van der Merwe about how firms can make better use of AI and APIs without a dedicated IT team.

Spotify: https://t.co/6vC4W2YJp3
Apple: https://t.co/4wCsBOez7z

For advisers only

[Transact Wrap @Transact]

In our latest podcast, Stuart Fleat, Head of Distribution, and Mark Fenlon, Head of Technical Services, discuss the ISA changes due in 2027 and how advisers can prepare.

Listen now:

Spotify: https://t.co/DT9KLvthBh

Apple: https://t.co/SH7ad4TSpV

For advisory professionals.

[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.