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: bit.ly/4ysKQrb Apple: bit.ly/3VqFVIz For adviser use

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: ow.ly/2EWN50ZQ6Wl Apple: ow.ly/pjvb50ZQ6Wm For adviser use

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: bit.ly/4xpgWm8 Apple: bit.ly/3Vx1tmL For advisers

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: bit.ly/4x9iGjp Apple: bit.ly/46FjzFt For advisers only

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: bit.ly/4iwzGwb Apple: bit.ly/4wWqNzR For advisory professionals.

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!

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: bit.ly/4bPdvx8 Apple: bit.ly/44AMsBO For advisory professionals.

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: bit.ly/4vsvocG Spotify: bit.ly/3RV94dc For advisory professionals.

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.