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 Glen Sweet, Head of Distribution or Stuart Fleat, National Sales and Sales Development Manager.
- 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 |
|---|---|---|---|
| 24th April | Nottingham | Delta by Marriott Hotel | Click here |
| 1st May | Edinburgh | The Bonham Hotel | Click here |
| 15th May | Gloucester | Tortworth Court | Click here |
| 4th June | Gatwick | Cottesmore Hotel | Click here |
| 5th June | Oxford | The Oxford Belfry | Click here |
| 11th June | Durham | Ramside Hall | Click 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:
- Transact Online
- The future of investing
- Adviser succession planning
- Technical session
- Transact CEO interview
- Q&A
- Special guests from BlackRock and Dimensional.
| Date | Location | Venue | Register |
|---|---|---|---|
| 7th May | Birmingham | Hogarths Hotel | Click here |
| 23rd May | Leeds | Oulton Hall | Click here |
| 3rd October | Warrington | The Park Royal Hotel | Click here |
| 5th November | Cardiff | The Vale Resort | Click here |
| 27th November | London | One Moorgate Place | Click here |
Webinar recording – watch now
Our leadership team recently hosted an online webinar discussing the latest platform market trends, Transact developments and topical technical insights. We also covered our development plans for the year ahead and how our digitalisation programme is progressing.
If you didn’t catch us live, you can watch the full 46 minute video or webinar highlights here.
Our presenters
Jonathan Gunby – Chief Executive Officer
Providing an update on Transact and outlook.
Tom Dunbar – Chief Development Officer
Connect event host providing an update on developments and service.
Glen Sweet – Head of Distribution
Outlining our latest platform developments.
Brian Radbone – Technical Counsel
Providing an update on the latest tax and regulatory news, plus new Technical developments.
Mark Fenlon – Head of Technical
Providing an update on the latest tax and regulatory news, plus new Technical developments.