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Adviser Update

Transact Events 2024

Breakfast Events 2024

We will soon be launching our events for 2024. Hosted by either Glen Sweet (Head of Distribution) or Stuart Fleat (National Sales and Sales Development Manager). You can expect:

  • Latest tax and relevant regulatory news.
  • Engagement with Transact staff and your fellow peers.
  • A CPD certificate sent electronically following the event.

Events will run from 08.30am to around 10.30am with a sit-down breakfast on arrival.

Revamped Connect Events 2024

When details are announced, don’t miss an opportunity to attend our revamped Transact Connect events in 2024.

Each event gives you access to our Transact leadership team and some of the client service operational staff who service your region. The revamped events are hosted by Tom Dunbar, our Chief Development Officer, and chaired by Jonathan Gunby, our Chief Executive Officer.

Each session includes a roundtable on a number of topics including:

  • Transact Online
  • Technical session
  • Transact CEO interview
  • CEO Q&A.

With a number of special guests, including advisers and expert speakers.

Attending a Transact Connect event can also count towards CPD. If you would like a certificate, please request one on the day. Welcome refreshments will be served from 09:00am with the morning presentations starting at 09:30am followed by a buffet lunch. You can be back in the office for the afternoon.

Look out to register your interest for the above events at www.transact-online.co.uk/adviser-events

Here’s our London Connect in November 2023 at One Moorgate Place, looking very festive. This featured content similar to our other revamped events, and included our very popular guest speaker, financial economist Louise Cooper.

Thank you and hope to see you next year!

1. Introduction 
2. TOL Recent Enhancements 
3. Further Service Improvements Planned for 2024
4. Inactive Client Relationships
5. Succession Planning Update
6. Share Class Conversion
7. Transact – BlackRock MPS Update
8. Pensions Update – Ring Out the Old Ring In The New
9. Fund Changes & Top 10 Fund Manager Assets
10. Interest on Cash Deposits
11. Transact Events 2024 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).