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Transact Online Developments

Each month, we release new improvements to Transact Online. Take a look at the two short videos below which provide you with an update on the developments made this month as well as a supplementary video focusing on form removal for existing clients

12 May 2025 TOL Release

Updates include:

Video one

  • Pension Drawdown online expanded to partial, top up and phased requests
  • TOL look and feel

Video two

  • Form removal for existing clients

(video run time 1.18)

(video run time 2.41)

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).