Transact Events 2023

Breakfast Events 2023

Hosted by Glen Sweet (Head of Distribution). You can expect:

• Latest tax and relevant regulatory news from Brian Radbone, Technical Councel.
• 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.

• Portsmouth – 5 September – Solent Hotel
•  Ashford – 12 September  – Eastwell Manor
• Glasgow – 19 September – Radisson Blu
• Taunton – 21 September – The Castle Hotel
• Huntingdon  – 17 October – The Old Bridge Hotel
• Bournemouth – 19 October –  Dudsbury Golf Club
• Cheltenham  – 14 November  – The Queens Hotel

Connect Events 2023

Please don’t miss an opportunity to attend a Transact Connect Event. The events are hosted by Jonathan Gunby, our CEO, and you have access to our Transact leadership team. At each event the Transact team provides an insight into the latest platform market developments, specific news about Transact and our own exciting new developments. We are also pleased to welcome advisers, paraplanners and administration staff who simply want to learn more about the platform world and the Transact proposition.

Attending a Transact Connect Event can also count towards Continued Professional Development (CPD). If you would like a certificate, please request one on the day.

Welcome refreshments will be served from 9:00am with the morning presentations starting at 9:30am followed by a buffet lunch. You can be back in the office for the afternoon. Our dates are:

• Buckinghamshire – 3 October – Crown Plaza Gerrards Cross
• Warrington – 31 October – The Park Royal
• Cardiff – 7 November –   Vale Resort
• London – 22 November – One Moorgate Place

You can register your interest for the above events here.

Thank you.

1. Introduction
2. Transact Online (TOL) – Recent Enhancements
3. Transfer Due Diligence Pension Scams
4. Consumer Duty Actions
5. Over 54% of Investor Clients have Logged in in the Last year
6. Share Class Conversion
7. Transact- BlackRock MPS Update
8. Dealing with Pension Income Payments in Times of Uncertainty
9. Fund Changes
10. Interest on Cash Deposits
11. Transact Events 2023