Transact Events 2025
Connect Events in 2025
Our Transact Connect Events will start in May 2025. At each event you gain access to our Transact leadership team and some of your regional client service operational staff. The events are hosted by Tom Dunbar, our CEO who will be joined by Andrew Cullen-Jones, our new CDO.
Each session includes a roundtable on a number of topics including:
- Post budget solutions
- Technical Roundtable
- Transact Online & Integrations
- Transact CEO interview
- CEO Q&A.
Attending a Transact Connect event can also count towards CPD.
If you would like a certificate, please request one on the day. Welcome refreshments will be served from 09:00am, with the morning presentations starting at 09:30am followed by a buffet lunch. You can be back in the office for the afternoon.
The dates for our 2025 Connect events are:
| Date | Location | Venue |
|---|---|---|
| 14 October | Warrington | The Park Royal |
| 5 November | Cardiff | Vale Resort |
| 25 November | London | 200 Aldersgate |
Breakfast Events in 2025
With Eastbourne hosted by Glen Sweet (Head of Distribution) and then Stuart Fleat (National Sales and Sales Development Manager, and soon to be Head of Distribution) you can expect:
- Latest tax and relevant regulatory news.
- Engagement with Transact staff and your fellow peers.
- A CPD certificate sent electronically following the event.
Each event will run from 08:30am to around 10:30am with a sit-down breakfast on arrival. The dates for this year are shown below.
| Date | Location | Venue | Register |
|---|---|---|---|
| 9 September | Portsmouth | The Solent Hotel | Register here |
| 16 September | Ashford | Eastwell Manor | Register here |
| 24 September | Glasgow | Radisson Blu | Register here |
| 7 October | Buckinghamshire | Crowne Plaza, Gerrards Cross | Register here |
| 15 October | Huntingdon | The Old Bridge Hotel | Register here |
| 21 October | Bournemouth | The Village Hotel | Register here |
To register click here.
Thank you and see you soon!
1. Introduction
2. TOL Recent Enhancements
3. Our New Account Opening API
4. CURO 3 & Fee Reconciliation
5. FCA Ongoing Service Review
6. Transact – BlackRock MPS Update
7. Offshore Reporting Funds – Excess Reportable Income and Capital Gains
8. Tax Year End Reporting – Annual Allowance Charge And Scheme Pays
9. A Study In Gifting – Distributing Benefits From A Relevant Property
10. Interest On Cash
11. Transact Events 2025