TRANSACT – BLACKROCK MPS UPDATE
Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.
Latest investment commentaries and performance
We’ve published BlackRock’s latest Quarterly Investment Summary, which includes insights into recent market movements, portfolio rebalancing decisions, and updated performance data. You can find all of this on our dedicated MPS landing page on Transact, go to: Transact Online (TOL) > Templates > Transact – BlackRock MPS.
Our Transact – BlackRock MPS Newsletter provides a monthly update on the service, keeping you informed on any changes to the service, updates to marketing material and includes a monthly market commentary from BlackRock. If you’d like to receive a copy, please get in touch and we will add you to the distribution list.
Finally, for those comparing peer performance, we’re pleased to confirm that all our models have delivered top quartile performance since inception – critically, this has been achieved while consistently maintaining risk within their defined target ranges. Click here to see the latest performance against peer group.
Transact – BlackRock Adviser Events
Our adviser events are a great opportunity to stay informed on market trends, gain the latest portfolio insights, and hear firsthand from the investment team. Whether in person or online, these sessions are designed to keep you connected, informed and supported in your client conversations.
Regional Lunches – ‘Investing Like A Sovereign Wealth Fund’
A big thank you to all those who joined us at our recent regional lunches at Pennyhill Park and Rudding Park. We were delighted to present ‘Investing Like a Sovereign Wealth Fund’- a session exploring the key strategies employed by institutional investors and how these can be adapted to enhance outcomes in the retail space. The feedback has been fantastic, and we’re grateful to everyone who attended and contributed to the discussions.
We’re looking forward to continuing the conversation at upcoming events in the Southeast, Wales, and the Northwest over the coming weeks. Full details and booking information can be found below.
| Date | Venue | Registration Link |
|---|---|---|
| 12 June 2025 11am – 1pm | Cardiff: Hensol Castle Park, Hensol, Vale of Glamorgan, CF72 8JX | Register here Cardiff |
We will be announcing more dates/venues in the next couple of weeks, please get in touch if you’d like to know more.
Transact – BlackRock MPS: Quarterly Webinar
We’re also delighted to announce our next MPS webinar, taking place on 28 May. Further details and how to register are available below.
The webinar session will include a discussion of how to build portfolio resilience during volatile markets through broadening equity exposures. We will deep dive into US equities and discuss the recent introduction of an S&P equal weight exposure into the Transact-BlackRock MPS.
| Date | Event | Registration Link |
|---|---|---|
| 28 May 2025 10am – 10:45am | Transact - BlackRock MPS Quarterly Insights Webinar: Broadening Out US Equity Exposure | Register here |
Get in touch
If you’d like to receive our regular newsletter, performance updates and market commentaries, as well as details of our forthcoming investment webinars, just drop us an email.
If you would like to discuss this or any aspect of the service, please contact:
Ben Roberts (Transact MPS Manager)
Mobile: 07717 846574
Email: broberts@integrafin.co.uk
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1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. Integrations – Account opening API
4. Optimising service
5. Successions planning update – Don’t keep kicking the can down the road
6. Transact – BlackRock MPS update
7. Increase to normal minimum pension age
8. Annual limit for pension contributions
9. A study in gifting – the challenge of large-scale wealth transfer
10. Investment Trends UK Adviser Technology & Business Report results
11. Interest on cash
12. Transact events 2025