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.


24th AprilNottinghamDelta by Marriott HotelClick here
1st MayEdinburghThe Bonham HotelClick here
15th MayGloucesterTortworth CourtClick here
4th JuneGatwickCottesmore HotelClick here
5th JuneOxfordThe Oxford BelfryClick here
11th JuneDurhamRamside HallClick 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.
7th MayBirminghamHogarths HotelClick here
23rd MayLeedsOulton HallClick here
3rd OctoberWarringtonThe Park Royal HotelClick here
5th November CardiffThe Vale ResortClick here
27th NovemberLondonOne Moorgate PlaceClick 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.

Further support

  • Learn more about how we can support you here.
  • Or see what resources we have available to you on our website here.
  • Leave your feedback or suggestions here.