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Adviser Update

LISTEN OUT FOR THE TRANSACT PODCAST

In September we will be launching the brand new Transact podcast hosted by our very own technical specialists, digitalisation and integrations specialists, market experts and members of our leadership team, featuring industry guests.

We’ll explore trends and insights shaping the financial planning market. With new episodes every week we dive deeper into the key topics that matter to you.

Whether you’re a financial adviser, paraplanner or advisory professional using the Transact platform, or just interested in staying ahead of the platform game, tune in to the podcast to hear industry trends, technical developments, and updates in a practical, easily accessible format.

Find us on Spotify or Apple Podcasts for expert insights, practical strategies and engaging discussions that will help you stay ahead in the world of financial planning.

 

 

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Latest news on integrations
4. Removal of purchase related fees
5. Listen out for the Transact podcast
6. Transact – BlackRock MPS update 
7. IHT and pensions – further clarity and procedural changes.
8.Flexibility and ISAs: current rules and planning opportunities.
9. Mansion House and beyond
10. Interest on cash
11. 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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© 2025 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).