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 |
|---|---|---|---|
| 14 October | Warrington | The Park Royal | Register Here |
| 5 November | Cardiff | The Vale Resort | Register Here |
| 25 November | London | Convene - 200 Aldersgate St. Paul's | Register Here |
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 |
|---|---|---|---|
| 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. Transact Online (TOL) – Recent enhancements
3. Latest news on integrations
4. Changes to our bereavement process and adviser charging
5. Transact Online & Compulsory MFA
6. Advisers looking to sell and the Transact Succession Planning Service
7. Transact – BlackRock MPS update
8. A study in gifting – what now for assets that qualify for Business and Agricultural Relief?
9. Pension commencement lump sums for individuals with Enhanced or Primary Protection
10. Lifetime ISA – views of the Treasury Select Committee
11. Interest on cash
12. Transact events 2025