Transact Events 2024

Online event – 10am, 6 February

Register to watch our “2023 catch up webinar” being held on 6 February. This is an additional event based on adviser requests so more of your office can hear from Transact leadership. The link for the event will be shared after you have registered.

 

Revamped Connect Events 2024

Don’t miss an opportunity to attend our revamped Transact Connect Events in 2024.

Each event gives you access to our Transact leadership team and some of the client service operational staff who service your region. The revamped events are hosted by Tom Dunbar, our Chief Development Officer, and chaired by Jonathan Gunby, our Chief Executive Officer.

 

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.

7 May	Birmingham	Hogarths Hotel
23 May	Leeds	Oulton Hall
3 October	Warrington	The Park Royal
5 November	Cardiff	Vale Resort
27 November	London	One Moorgate

 

Breakfast Events 2024

We have now finalised our breakfast events for 2024. Hosted by either 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.

 

The dates and locations are:

17 January	Reading East	Crowne Plaza
30 January	Colchester	Milsoms
7 February	Bristol	Aztec Hotel
20 February	Norwich	Dunston Hall
06 March	Northern Ireland	Webinar
17 April	Eastbourne	The Grand Hotel
24 April	Nottingham	Delta by Marriott Hotel
1 May	Edinburgh	The Bonham Hotel
15 May	Gloucester	Tortworth Court
4 June	Gatwick	Cottesmore Hotel
5 June	Oxford	The Oxford Belfry
11 June	Durham	Ramside Hall
3 September	Portsmouth	Solent Hotel
10 September	Ashford	Eastwell Manor
17 September	Glasgow	Radisson Blu
1 October	Buckinghamshire	Crowne Plaza, Gerrards Cross
8 October	Huntingdon	The Old Bridge Hotel
17 October	Bournemouth	Dudsbury Golf Club
12 November	Cheltenham	The Queens Hotel

 

Events will run from 08.30am to around 10.30am with a sit-down breakfast on arrival.

Register your interest for the above events at www.transact-online.co.uk/adviser-events

Thank you and see you soon!

 

1. Introduction
2. TOL Recent Enhancements 
3. Development Summary for 2023
4. New Aggregated Second Dealing Point
5. Succession Planning Update
6. Share Class Conversion
7. Transact – BlackRock MPS Update
8. Maximum Tax-Free Cash Options
9. Fund Changes
10. Interest on Cash Deposits
11. Transact Events 2024