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.

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

Hosted by Glen Sweet (Head of Distribution) or Stuart Fleat (National Sales and Sales Development Manager) 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
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. Smart Search To Help With AML
4. One-Off Pension Lifetime Allowance Statements
5. Integrations Make Transfers Complete Sooner
6. Rising Appeal Of Bonds On Transact
7. Transact – BlackRock: March 2025
8. A Study In Gifting: ‘Periodic Issues’
9. Getting The Most Out Of A Lifetime ISA
10. Maximising Investment Bond Flexibility And The Advantage Of Higher Segmentation
11. Interest On Cash
12. Transact Events 2025