How we can be here for you
At Transact we realise that many of our clients will face challenging circumstances at some point in their life. These situations can make financial decisions more difficult.
If your accessibility needs change, you are impacted by a health condition or life event, or are facing any other situations or circumstances that affect how you make sound financial decisions, please let us know. That information will help us to provide you with the appropriate level of support.
Examples of situations or circumstances you may wish to tell us about include:
Accessing additional support
Our dedicated client service team is trained to identify and address your needs in the most appropriate way.
If you require any additional support in relation to a Transact portfolio that you, or a family member, hold with us, please let us know. You can get in touch with our dedicated team by telephone on 020 7608 5452.
If you are able to access Transact Online you can log in and contact us by secure message. Go to: Contact > Contact Transact > Email Transact.
Log into Transact OnlineInforming your adviser
If you have not informed your financial adviser of changes to your needs or circumstances, we strongly encourage you to do so.
If you do not have a financial adviser, you can find information about advisers in your area on www.vouchedfor.co.uk or the FCA regulators website https://register.fca.org.uk/s/. If you are unable to access these websites, please contact us using the details above.
Additional support resources
If you suspect you have been the victim of a scam or scam emails, you can find information and resources on our dedicated client security centre page.