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Adviser Update

Bespoke Transfer Arrangements

A bespoke transfer arrangement may be suitable for you if you have already conducted a suitability assessment, and recommended clients move their investments to Transact.

We know transfers can be complex, especially when you are dealing with a large number of clients who are looking to transfer at the same time. We also know how important it is to be able to transfer the assets held quickly and seamlessly.

As part of our goal to make financial planning easier, our new service – Transact bespoke transfer arrangement – can help support you in implementing your advice in moving suitable clients to the Transact platform in the most efficient way possible.

To ensure the transfer process is smooth and efficient, there are a variety of ways we can assist you including bespoke support with:

  • Production of personalised client illustrations
  • Creation and completion of draft client applications
  • Capturing client consent
  • Providing periodic transfer updates, both face to face and via email
  • Agreeing engagement and follow up with the ceding scheme
  • Providing support with a dedicated point of contact and administrative resource.

Before establishing a bespoke transfer arrangement, we will assess the eligibility and complexity of your clients’ existing assets to ensure they are appropriate to be held on the platform, to minimise potential delays and manage your clients’ expectations around overseas or more complex transfers.

Please note that the service is suitable for GIA, ISA, Personal Pension and SIPP business only. Dealing instructions are by template and the data and instructions need to be checked by your firm.

More detail is provided here. If you are interested in understanding this new service more and how it might help provide better outcomes for your clients, please speak to your BDM or ASM for more information and your next steps.

 

 

 

1. Introduction
2. TOL Recent Enhancements 
3. Transact & MoneyInfo Webinar
4. Bespoke Transfer Arrangement
5. Transact-BlackRock MPS
6. A Study of Gifting: Discounted Gift Trusts
7. Transitional Tax-Free Certificates – Do clients Really Need One
8. Tax-Free Cash Planning with Scheme Specific Tax – Free Cash Protection
11. Interest On Cash
12. Transact Events 2025

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2026 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).