Press releases

Transact launches flexible reversionary trust as advisers prepare for 2027 pension IHT rules

Transact announces major technology programme to accelerate integrations with key adviser software systems

Transact announces major technology programme to accelerate integrations with key adviser software systems.

Client understanding of cash charges remains low, new research highlights need for clearer disclosure

Client understanding of cash charges remains low, new research highlights need for clearer disclosure.

Transact and Moneyinfo deliver straight-through account opening to reduce manual data entry and accelerate onboarding

Transact and Moneyinfo deliver fully integrated account opening with real-time data flow, reducing errors and speeding up client onboarding. Find out more.

Transact launches new app with intelliflo to simplify contributions and withdrawals

Transact launches a new app with Intelliflo to simplify contributions and withdrawals, helping adviser reduce manual work and improve accuracy.

Transact IHT index reveals dramatic rise in households facing inheritance tax liability by 2027

Transact’s latest IHT Index shows UK inheritance tax liabilities set to surge by 2027, with millions more households affected. Read more.

Surge in demand for estate planning advice as advisers prepare for IHT reforms

Advisers are seeing rising demand for estate planning ahead of IHT reforms, with trusts, gifting and bonds playing a growing role. Find out more.

Transact set to launch new integration with Plannr

Discover Transact’s integration with Plannr, designed to speed up onboarding, reduce manual data entry and enhance adviser efficiency.

Transact unveils latest integration with Intelliflo app

Discover Transact’s new Intelliflo integration, designed to streamline workflows, reduce manual data entry and enhance efficiency for advisers.

Advisers to benefit from ZeroKey integration with Transact

ZeroKey integrates with Transact to automate data entry, improving accuracy and speeding up account opening for advisers. Read more.

Adviser satisfaction reaches record highs, with Transact clinching the highest accolade

Adviser satisfaction hits record highs, with Transact ranked top for overall satisfaction, value and service in the latest Investment Trends study. Read more.

Transact continues to drive adviser efficiencies as partner CURO connects to its Remuneration API

Transact expands its integrated ecosystem with CURO API connection, boosting automation and efficiency for advice firms. Read more.

Jonathan Gunby to retire as Transact CEO and handover the CEO role to Tom Dunbar

Transact appoints Tom Dunbar as CEO, succeeding Jonathan Gunby, who retires in March 2025 after leading a period of significant growth. Learn more.

Transact reaches record Funds Under Direction and announces single wrapper fee for family linked pensions

Transact reaches £64.1bn FUD and announces a charge reduction, with a single pension wrapper fee for clients in linked family groups.

Transact teams up with moneyinfo to enhance client document delivery

Discover Transact’s integration with moneyinfo, automating document delivery to boost adviser efficiency and improve client experience.

Current cash interest rates help over half of advisers attract new clients

Cash interest rates are boosting client acquisition, with Transact research showing their impact on adviser growth and value. Discover more.

Transact becomes first intermediary platform to adopt the electronic Cash ISA transfer service used by leading banks and building societies

Transact introduces electronic Cash ISA transfers, helping cut processing times from weeks to days with a secure, paperless system. Learn more.

Transact launches new family view tool to support intergenerational planning

Transact launches Family View, helping advisers support intergenerational planning with a tool to view multiple client portfolios in one place.

Transact reaches record Funds Under Direction and announces some charge reductions whilst paying market-leading interest on clients’ cash holdings

Record growth for Transact with £55bn funds under direction, reduced charges and competitive interest rates on client cash savings.