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 |
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 |
| 14 October 2026 | Warrington | The Park Royal | Register here |
| 4 November 2026 | Cardiff | The Vale Resort | Register here |
| 18 November 2026 | London | Leonardo Royal London, St Paul's | Coming soon! |
Virtual Connect Webinar – 25 February
REGISTER HERE
Join us on 25 February for an exclusive update session with CEO Tom Dunbar, CDO Andrew Cullen-Jones, Head of Distribution, Stuart Fleat, and Lead Technical Consultant, Natasha Walker.
They’ll be sharing the latest developments across Transact, including:
- Unification Day & Integrations – what’s changing and how we’re making financial planning easier
- Regulatory & Advice Trends – insights on cash, IHT, pensions, Flexible Reversionary Trusts and more
- Upcoming Developments – updates on service, digitalisation, and integration initiatives
The Transact Tech 30 – 10 March
Tax Year End 2026: Essential Planning Tips to Boost Client Outcomes
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.
In this session Mark Fenlon, Head of Technical and Natasha Walker, Lead Technical Consultant will cover:
- Last‑minute planning opportunities before TYE
- Allowances your clients don’t want to miss
- How pension contributions can help reduce clients’ tax bills
- Key takeaways from the Spring Statement
- Essential tax year end payment deadlines.
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.