For Advisers
CORONAVIRUS (COVID-19) – In light of the development of the coronavirus issue, the Connect and Breakfast events due to take place in May, June and July have been postponed. For those who have registered for these events, we will be in touch in due course to confirm when they will take place at a later date.


Meet the Transact team at one of our regional events

Each year, we run a series of Connect Events around the country for advisers and paraplanners using Transact, as well as other financial professionals interested in finding out more about Transact and the platform world.

These events are a great opportunity to network with your peers and to meet the Transact team, who are available throughout the events to answer any questions. Attending a Transact Connect Event can count towards Continued Professional Development (CPD). If you would like a certificate, please request one on the day.

Please register your interest below for our 2020 events

3rd June PostponedGatwickNutfield Priory
9th June PostponedLeedsOulton Hall
6th OctoberWarringtonThe Park Royal
22nd OctoberGerrards CrossCrowne Plaza Gerrards Cross
5th NovemberCardiffThe Vale
18th NovemberLondon99 City Road
Click here to register

What to expect

Regular speakers

  • Ian Taylor – Executive Director, with a broader platform-world perspective.
  • Jonathan Gunby – Chief Executive Officer, with new and upcoming platform developments.
  • Glen Sweet – Head of Sales, on the latest platform enhancements.
  • Brian Radbone – Head of Technical Services, with updates on the latest technical issues facing the platform industry.

Why not join us?

Contact us if you would like to attend an event or meet with one of our team.

Contact us

Can’t find an event near you?

We also hold a number of smaller scale breakfast meetings throughout the year. Places are reserved on a first-come, first-served basis. Contact us for more information.

Contact us