Non-advised Clients Need Advice

Transact believes that clients are better served by having financial advice. For various reasons, Transact clients sometimes cease their relationship with their original Transact adviser and we classify these clients as “non-advised”. The average non-advised client balance on Transact is circa £65k and we are looking at the feasibility of creating a new adviser panel, designed to put non-advised clients in touch with advice firms who are willing to offer their services. We are inviting Transact advisers to apply to join this panel. Mindful of our obligations under the Consumer Duty, as a heads-up there will be some necessary administration and due diligence to complete at outset.

To express your interest please contact Stuart Fleat, National Sales and Sales Development Manager at sfleat@integrafin.co.uk

1. Introduction
2. TOL Recent Enhancements 
3. Non-advised Clients Need Advice
4. Removal of Adviser Purchase Related (Initial and Switch) Fees
5. New Sustainability Disclosure Requirements
6. Insights From Australia
7. Transact – BlackRock MPS
8. The Increasing Popularity Of The Investment Bond
9. Transitional Tax-Free Amount Certificates
10. Interest on Cash
11. Transact Events 2024