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 Brian Radbone, Technical Counsel
- Engagement with Transact staff and your fellow peers
- CPD certificate sent electronically following the event.
| Date | Location | Venue | Register |
|---|---|---|---|
| 15 October | Huntingdon | The Old Bridge Hotel | Register here |
| 21 October | Bournemouth | The Village Hotel | Register here |
| 15 January 2026 | Reading | Crowne Plaza - Reading East | Register here |
| 28 January 2026 | Colchester | Milsoms Hotel | Register here |
| 4 February 2026 | Norwich | Dunston Hall | Register here |
| 22 April 2026 | Eastbourne | The Grand Hotel | Register here |
| 14 May 2026 | Edinburgh | The Bonham 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.
Secure your place today!
| Date | Location | Venue | Register |
|---|---|---|---|
| 14 October | Warrington | The Park Royal | Register Here |
| 5 November | Cardiff | The Vale Resort | Register Here |
| 25 November | London | Convene - 200 Aldersgate St. Paul's | Register Here |
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.
Brian Radbone – Technical Counsel
Providing an update on the latest tax and regulatory news, plus new Technical developments.
Stuart Fleat – Head of Distribution
Outlining our latest platform developments.