Adviser Update

Transact Events 2024

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.

Each session includes a roundtable on a number of topics including:

  • Transact Online
  • Technical session
  • Transact CEO interview
  • CEO Q&A.

In our Autumn events we plan to share high net worth adviser trends and more on clients’ cash interest.

With a number of special guests, including advisers and expert speakers.

 

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.

  • 3 October
Warrington The Park Royal
  • 5 November
Cardiff Vale Resort
  • 27 November
London One Moorgate

 

Breakfast Events 2024

All our breakfast events for 2024 are shown below. 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:

  • 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. Transact API Integrations
4. Administration of Transfer Deposits From Third-Party Providers 
5. Adviser Trends from 2024 Investment Trends Study.
6. Transact-BlackRock MPS Goes Live on FE Analytics
7. Pension Scheme Death Benefits Post 6 April 2024
8. Succession Planning
9. Interest on Cash Deposits
10. Transact Events 2024