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.

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.

@Transact has maintained pole position as the most popular platform selected by advisers on the Lang Cat’s Analyser tool in 2025

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

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.

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.

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👉 https://t.co/zsvdMt2CKH Apple👉 https://t.co/e4T8ygUO9D 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👉 https://t.co/fTyPAP8F0x Apple👉 https://t.co/pCu69y91mH 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 👉 https://t.co/SMFpNJhvLv Apple 👉 https://t.co/PzWBpJqGs6 For advisers only

Episode 7 Live! Andrew Cullen-Jones is joined by Jane Isaac, Chief of Platform Custody Operations, and Stuart Fleat, Head of Distribution, to explore the role of cash in financial planning. Spotify 👉 https://t.co/TfuA7QvKSt Apple👉 https://t.co/YeOCc0mG2M For adviser use

Podcast Episode 6 Live! Andrew Cullen-Jones returns to chat with Gill Marples, IntegraLife International CEO, about the offshore bond market. Spotify👉 https://t.co/h90C4OYah1 Apple Podcasts👉 https://t.co/odKPFyjQfr For adviser use only

In our latest podcast, Mark Fenlon and Brian Radbone explore the evolving role of investment bonds and why they are gaining renewed interest among advisers. Don’t miss it! Spotify👉 https://t.co/CNxQKtIrXy Apple Podcasts👉 https://t.co/kf8jNCV1tH For adviser use only

In our new podcast episode, Andrew Cullen-Jones (CDO) chats with Damien Francis (CTO) and Eoin D’Arcy (Head of Info Security) about cyber security challenges and the steps to combat them. Spotify: https://t.co/3WYGTcJMkG Apple: https://t.co/J9UTEGL22q For adviser use only

The @Transact team is at the @CISI Financial Planning Conference 2-3 Oct! Come and say hello and learn how @Transact can help you support your clients and your business. #CISI #Transactwrap #TransactPlatform #FinancialPlanning

Episode 3 Live! Transact's Tom Phillips, welcomes Co-Founder of Moneyinfo, Sim Sangha, as they discuss the impact of integrations for advisers. Listen on: Spotify 👉 https://t.co/3pBVG3aBDi Apple 👉 https://t.co/ryjotIJDLY #TransactPlatformPodcast For adviser use only

In FT Adviser's latest article, Transact’s Chief Development Officer, Andrew Cullen-Jones, talks cash and why it’s important to consider how a platform treats cash interest. Read more 👉 https://t.co/2G2BDdspIq For financial advisers only

We’re proud that Transact, in collaboration with Moneyinfo, won the Best Use of Platform Technology Award at the Schroders UK Platform Awards last night. We were also highly commended in the platform of the year category. Congratulations to all the winners.

Join the @Transact team at our upcoming Connect event in Warrington at The Park Royal on 14 October with welcome refreshments from 9.00am and lunch from12.45pm. Register here https://t.co/NgoAYu0Dwa

Join CDO Andrew Cullen Jones and CEO Tom Dunbar as they discuss the Transact business strategy and the wider platform market. Be one of the first to listen on Spotify and Apple Podcasts! Spotify👉 https://t.co/HnyxqWdJG4 Apple👉 https://t.co/N7W8AKghAh For advisers only.

New from Transact: The Transact Platform Podcast Get short, sharp insight into everything from platform updates to technical guidance, plus interviews with industry special guests! Spotify👉 https://t.co/R4oNllXtNI Apple Podcasts👉 https://t.co/PLDRORDejf For adviser use.