Adviser Succession Planning

When the Transact succession planning service was set up we thought that it would be used predominately by our larger adviser supporters. However, as the proposition has matured we have seen an increase in the number of smaller users come to us for help.

Where these firms use a number of platforms and Transact assets only make up a small proportion we are still happy to help with their succession plans. We have a network of adviser firms who use other platforms and therefore can make introductions to firms that do not use our platform.

We do appreciate that the best outcome for some advisers and their clients will be a firm with similar platform usage. Ultimately we want to support independent financial advice. From our point of view there is a potential opportunity to win over a new firm who might consider adding assets to the platform and a small user may become a large one!

So if you are thinking about selling and Transact is not your main platform do not rule our service out as we may be able to help. As always, if we can be of any help please do get in touch with us at: successionplanning@integrafin.co.uk and we would be happy to help.

1. Introduction
2. Transact Online (TOL) – Recent Enhancements
3. The Year of the Transfer
4. Consumer Duty & Cash Interest
5. How to Make Your Business as Fit as a Fiddle
6. Share Class Conversion
7. Transact- BlackRock MPS Update
8. Adviser Succession Planning
9. Strategy Changes for Pension Planning Following the Budget
10. Fund Changes
11. Interest on Cash Deposits
12. Transact Events 2023