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 |
|---|---|---|---|
| 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 |
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.