Transact Wrap

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: lnkd.in/eVN6fM_G Apple: bit.ly/4d07YUv For advisory professionals

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: bit.ly/3QufSha Apple: bit.ly/4mLd8YE For advisory professionals

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 👉 bit.ly/4sm3YU0 Spotify 👉 bit.ly/41v4RP7 For advisory professionals

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: bit.ly/4sxCYl0 Apple: bit.ly/489pFPz For advisers only

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: bit.ly/40t4oME Apple: bit.ly/4b3GddS For advisory professionals

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: bit.ly/4cKYVZ9 Apple: bit.ly/47qdcXo For adviser use

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: lnkd.in/ehgSH8ca Spotify: lnkd.in/e8gCm5CY For advisory professionals

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: lnkd.in/eVEkC6Ru Spotify: lnkd.in/euuT8UEd For advisory professionals

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: bit.ly/4tv0ksI For adviser use

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: bit.ly/4sXCOnT Apple: bit.ly/4a6BBSG For adviser use

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 👉bit.ly/4jJ8usF For adviser use.

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: bit.ly/4pDXmyM For adviser use.

@Transact has maintained pole position as the most popular platform selected by advisers on the Lang Cat’s Analyser tool in 2025 professionalparaplanner.co.uk/transact-named…

@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.

This is to your IMMENSE credit, @Transact. Advisers: does your platform own its own software? The best ones like @transact & @FundmentHQ do... #NOTADVICE

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👉bit.ly/4aiyKYv Apple👉bit.ly/4s0zV57 For advisory professionals

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👉bit.ly/4oBTtKk Apple👉bit.ly/3MIxCTW For advisory professionals only.

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 👉 bit.ly/3XPIBNQ Apple 👉 bit.ly/3XTcXyY For advisory professionals.

Podcast episode 10 - November platform release and features Hear from the Transact team as they introduce the latest updates designed to make life easier for advisers and investors. Spotify👉bit.ly/48c0ivK Apple👉bit.ly/4p5gmqg For advisory professionals.

Ahead of Rachel Reeves’s Autumn Budget, speculation is rife. With reports today that income tax changes are no longer afoot, Mark Fenlon and Brian Radbone unpack the rumours. Spotify👉 bit.ly/48dAmkB Apple👉 bit.ly/4nUMfR2 For advisory professionals only

In our latest Podcast, host, Lee Comer, talks with David Styles, Head of System and Service Delivery, and Stuart Fleat, Head of Distribution, to unpack our recent functionality improvements. Spotify 👉 lnkd.in/eF_MgPM2 Apple 👉 lnkd.in/eGFSkkck For advisers only