PRESS RELEASES
2024
- Transact teams up with moneyinfo to enhance client document delivery (October 2024)
- Transact becomes first intermediary platform to adopt the electronic Cash ISA transfer service (September 2024)
- Current cash interest rates help over half of advisers attract new clients (September 2024)
- Transact launches new family view tool to support intergenerational planning (August 2024)
2023
2022
- Strong results mean more Transact platform charge reductions in 2023 (December 2022)
- Transact Co-founder and former CEO Ian Taylor has sadly passed away (October 2022)
- Ian Taylor – Obituary (October 2022)
- The Transact Platform is further enhanced through the provision of the Transact- BlackRock MPS
- Transact’s Latest Charge Reductions – Effective from 1 March 2022 and 1 July 2022 (February 2022)
2021
- Transact is Awarded ‘Digital Process Champion’ Status from NextWealth (May 2021)
- Transact Appoints Tom Dunbar as Chief Development Officer (April 2021)
- Transact Achieved Inflows of £2bn for the Quarter (April 2021)
- Transact’s Parent Company Acquires Time4Advice (January 2021)
2020
- Transact Parent Full Year Results and Reduction in Charges (December 2020)
- Transact Tops CoreData Survey for 11th Consecutive Year (October 2020)
- Transact Tops Investment Trends Survey (May 2020)
- Transact kick-starts 2020 with another price reduction and a range of new platform features (January 2020)
2019
- Transact and its Parent Company’s Board Changes (December 2019)
- Transact’s Latest Charge Reductions – Effective from 1 March 2020 and 1 April 2020 (December 2019)
- Transact Tops Investment Trends Survey and CoreData Investment Platform Research (June 2019)
- Transact Charge Reductions – Effective from 1 March 2019
2018
2017