TRANSACT EVENTS
Breakfast Meetings
Each meeting will run from 08.30am to around 10.30am and includes a sit-down breakfast on arrival.
What to expect:
- An update on platform developments and topical issues by Stuart Fleat, Head of Distribution
- Latest tax and relevant regulatory news from Mark Fenlon, Head of Technical and Natasha Walker, Lead Technical Consultant
- Engagement with Transact staff and your fellow peers
- CPD certificate sent electronically following the event.
| Date | Location | Venue | Register |
|---|---|---|---|
| 22 April 2026 | Eastbourne | The Grand Hotel | Register here |
| 14 May 2026 | Edinburgh | The Bonham Hotel | Register here |
| 21 May 2026 | Gloucester | Eastwood Park | Register here |
| 17 June | Oxford | The Oxford Belfry | Register here |
| 24 June | Durham | Ramside Hall | Register here |
| 10 September | Portsmouth | The Solent Hotel | Register here |
| 16 September | Ashford | Eastwell Manor | Register here |
| 24 September | Glasgow | Radisson Blu | Register here |
| 6 October | Windsor | DeVere Beaumont Estate | Register here |
| 15 October | Huntingdon | Old Bridge Hotel | Register here |
| 20 October | Bournemouth | The Village Hotel | Register here |
Connect Events
Our Connect events are half day events, starting from 09.30am and finishing around 12.30pm with a buffet lunch.
Each session includes a roundtable on the following topics:
- Technical roundtable
- Post budget planning
- Transact Online & Integrations
- Transact CEO interview
- Breakout sessions
- CEO Q&A
The event will give you a chance to meet key people in the business and other advisers in your area. Plus, a number of special guests, including adviser and expert speakers.
| Date | Location | Venue | Register |
|---|---|---|---|
| 12 May 2026 | Birmingham | The NCC | Register here |
| 2 June 2026 | Leeds | Oulton Hall | Register here |
| 21 October 2026 | London | Leonardo Royal St Paul's | Register here |
| 4 November 2026 | Cardiff | The Vale Resort | Register here |
| 12 November 2026 | Warrington | The Park Royal | Register here |
The Transact Tech 30 – 28 April
Beyond Pensions: Trust Strategies for Post-2027
REGISTER HERE
The Transact Tech 30 series offer bite‑sized, 30‑minute webinars designed to keep you fully up to speed with the latest regulations, industry changes and emerging planning opportunities. Each session delivers concise, practical insights to help you stay informed and able to support your clients in a fast‑moving landscape.
As pensions enter the IHT framework, advisers and clients need fresh solutions that balance income needs with estate planning goals. Discover what trusts we offer at Transact including our soon to be launched Flexible Reversionary Trust, alongside our existing DGT and Gift & Loan Trust. Proactive planning has never been more important so with this webinar we unpack practical alternatives to pensions, to help provide both income and wealth planning.
Presenters:
- Mark Fenlon, Head of Technical
- Natasha Walker, Lead Technical Consultant
Our presenters
Tom Dunbar – CEO
Providing an update on Transact and Platform market outlook
Andrew Cullen-Jones – Chief Development Officer
Connect event host providing an update on developments and service.
Mark Fenlon – Head of Technical
Providing an update on the latest tax and regulatory news, plus new technical developments.
Stuart Fleat – Head of Distribution
Outlining our latest platform developments.