Introduction

Thanks too, to everyone who attended a Connect event in 2023 where we shared what’s going on at Transact – our priorities and developments, and our views on the wider platform market and regulation. The new style Connects were very well received and we are taking onboard your feedback as we plan our breakfast and Connect events for 2024.

If you were too busy or unable to attend an event in the last year, please join us for the equivalent virtual 45-minute catch-up event at 10:00, 6 February 2024. This webinar will be a QnA session featuring me, plus Tom Dunbar, our Chief Development Officer asking the questions. Not to be missed, as there is something for everyone. We will share our development plans, service update and digitalisation progress. We aim to put you in control and enable you to open new wrappers, reduce fees and change personal details without providing us with signed client consent and much more. Brian Radbone, our Technical Counsel, will cover latest technical updates. Most significantly he covers the removal of the lifetime allowance, and the three new allowances, detailed below in “Pension Update – Ring Out The Old, Ring in the New”.

To register for Connect and breakfast events, or to watch from the comfort of your office you can register your interest here, with more details to follow.