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 Andrew Cullen-Jones, our new CDO.
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 |
|---|---|---|
| 14 October | Warrington | The Park Royal |
| 5 November | Cardiff | Vale Resort |
| 25 November | London | 200 Aldersgate |
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 |
|---|---|---|
| 25 June | Durham | Ramside Hall Hotel |
To register click here.
Thank you and see you soon!
1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. Integrations – mini-events
4. Trusts – the new business process
5. Overseas fund regime
6. Successions planning update – employee ownership trusts
7. Transact – BlackRock MPS update from Ben Roberts (MPS Manager)
8. A study in gifting – too late to change after death?
9. Investment bonds – topping up verses new policy
10. Salary sacrifice – is change on the horizon?
11. Interest on cash
12. Transact events 2025