Transact Events 2025
Connect events in 2025
Our Transact Connect Events will start up again in October. 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 CDO Andrew Cullen-Jones.
Each session will include a roundtable on a number of topics including:
- A technical roundtable.
- TOL & 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 | Register |
|---|---|---|---|
| 12 May 2026 | Birmingham | The NCC | Coming soon! |
| 2 June 2026 | Leeds | Oulton Hall | Coming soon! |
| 14 October 2026 | Warrington | The Park Royal | Coming soon! |
| 4 November 2026 | Cardiff | The Vale Resort | Coming soon! |
| 25 November 2026 | London | Leonardo Royal London, St Paul's | Coming soon! |
Breakfast Events in 2025
With events hosted by Stuart Fleat, our 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 |
|---|---|---|---|
| 4 February 2026 | Norwich | Dunston Hall | Register here |
| 22 April 2026 | Eastbourne | The Grand Hotel | Register here |
| 14 May 2026 | Edinburgh | The Bonham Hotel | Register here |
| 21 May 2026 | Gloucester | Eastwood Park | Register here |
| 17 June | Oxford | The Oxford Belfry | Register here |
| 24 June | Durham | Ramside Hall | Register here |
To register click here.
Thank you and see you soon!
1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. Latest news on integrations
4. Removal of purchase related fees
5. Listen out for the Transact podcast
6. Transact – BlackRock MPS update
7. IHT and pensions – further clarity and procedural changes.
8.Flexibility and ISAs: current rules and planning opportunities.
9. Mansion House and beyond
10. Interest on cash
11. Transact events 2025