Transact Events 2025

Connect events in 2025

Our Transact Connect Events started this month. 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.

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:

Breakfast Events in 2025

With events hosted by Stuart Fleat, our newly appointed 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.

To register click here.

Thank you and see you soon!

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Integrations – Account opening API
4. Optimising service
5. Successions planning update – Don’t keep kicking the can down the road
6. Transact – BlackRock MPS update
7. Increase to normal minimum pension age
8. Annual limit for pension contributions
9. A study in gifting – the challenge of large-scale wealth transfer
10. Investment Trends UK Adviser Technology & Business Report results
11. Interest on cash
12. Transact events 2025