The Transact Platform Podcast

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Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.

  1. Transact Developments 2026: What’s Coming Next?

    6D AGO

    Transact Developments 2026: What’s Coming Next?

    In this episode of the Transact Podcast, host Lee Comer is joined by David Styles, Head of System and Service Development, and Stuart Fleet, Head of Distribution, for an exclusive deep dive into Transact’s 2026 development roadmap. They unpack key developments including: Seamless direct debit mandates for investors and advisersFaster deposit matching and automated handling of banking limitsDigitalisation of onshore/offshore bond wrapper opening and trust onboardingNew bond withdrawal assessment toolOur future-fit approach to APIs and integrationsTune in to learn more. Listen now and follow on Spotify or Apple Podcasts. Don’t forget to follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    18 min
  2. Inside the Evolving Platform Market with The Lang Cat’s Mark Polson

    FEB 3

    Inside the Evolving Platform Market with The Lang Cat’s Mark Polson

    In this episode of the Transact Platform Podcast, Tom Dunbar sits down with Mark Polson, Founder of The Lang Cat and one of the most respected voices in the UK platform and advice industry. Together, they unpack the major shifts reshaping the platform landscape — including what really matters when selecting a platform, and why service experience is still the biggest long-term differentiator. Mark shares deep insights on pricing complexities, cash interest retention, API-driven integrations, and the evolving role of technology in advisers’ ecosystems. They also explore the next big opportunity for advice firms: preparing for intergenerational wealth transfers and a new type of client. Whether you’re an adviser, paraplanner, ops lead or simply interested in the future of the UK platform market, this insightful conversation is packed with practical perspective and industry expertise. Listen now and follow on Spotify or Apple Podcasts. Don’t forget to follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    39 min
  3. Making Financial Planning Easier and Unification Day announced

    JAN 27

    Making Financial Planning Easier and Unification Day announced

    Join Tom Dunbar, Chief Executive Officer of Transact, and Andrew Cullen-Jones, Chief Development Officer, as they unpack the trends, challenges and opportunities shaping the world of financial planning, intergenerational wealth management and advice. Tom and Andrew have an honest conversation about the highs and lows of 2025, developments for the year ahead and announce Unification Day – a development that will unify Transact’s existing integration capability under a single future-fit API. Plus, they’ll discuss why advice firms should be mindful of platforms retaining cash interest, disclosure and the effective cost to clients. Expect candid conversations, practical insights, and first‑hand perspectives from inside one of the UK’s leading adviser platforms. Listen now and follow on Spotify or Apple Podcasts. Don’t forget to follow us on ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    30 min
  4. Inside Curo: Building the Future of Adviser Technology

    12/16/2025

    Inside Curo: Building the Future of Adviser Technology

    In this episode, Tom Dunbar (CEO of Transact) sits down with Richard Brian, Managing Director of Curo, and Joanna Roddis, Head of Client Success, to explore the evolution of Curo and its new Power Platform proposition. They discuss why Microsoft’s Power Platform is a game-changer for adviser firms, how Curo delivers deep integration with Microsoft 365, and what this means for security, data control, and adviser efficiency. Plus, hear about the cultural shift at Curo, its commitment to service excellence, and Transact’s vision for creating seamless technology ecosystems for financial advisers. Listen now and follow on Spotify or Apple Podcasts. Don’t forget to follow us on ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    26 min
  5. intelliflo and sprint app integrations – income statement and contributions & withdrawals

    12/05/2025

    intelliflo and sprint app integrations – income statement and contributions & withdrawals

    In this episode of the Transact Podcast, Integrations Manager, Tom Phillips, sits down with Robin Bevan, CEO of Sprint, and Nick Eatock, Co-Founder of Intelliflo, to explore two powerful new apps for financial advisers: • Transact Income Statement App • Contributions & Withdrawals Compare App Discover how these integrations automate manual processes, reduce risk, and improve data accuracy between Transact and Intelliflo systems. Learn why accurate data is critical for reporting, compliance, and even future AI adoption. Listen now on Spotify or Apple Podcasts and stay ahead with smarter workflows. Don’t forget to follow us on ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    22 min
  6. Rachel Reeves’ Autumn Budget: What It Means for Advisers

    11/27/2025

    Rachel Reeves’ Autumn Budget: What It Means for Advisers

    Following what has been the most eagerly awaited budget of recent years, join Transact’s Head of Technical Services, Mark Fenlon, and Technical Counsel, Brian Radbone, as they unpack the key announcements from Chancellor Rachel Reeves’ Autumn Budget on 26 November. From frozen income tax thresholds, changes to pension salary sacrifice and ISA rules, to new property levies, and changes to dividend taxation, we’ll explore what these measures mean for financial advisers and their clients. Expect clear insights, practical implications, and expert commentary to help you navigate the new tax landscape. Don’t forget to follow us on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠X⁠⁠⁠⁠ For more information visit our website at: ⁠⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    22 min
  7. November Platform Release and Features

    11/21/2025

    November Platform Release and Features

    In this episode, Lee Comer, Video Production Manager is joined by David Styles, Head of System and Service Development, and Stu Fleat, Head of Distribution, to share the latest updates from Transact’s November release. Discover how we’re making financial planning easier with new features like online special pension beneficiary nominations, the ability to delete pending transactions, and enhanced transfer reporting. Plus, learn about improvements to drawdown options, upcoming multi-factor authentication for investors, and how we’re automating processes to save time for advisors. Tune in for a quick, practical update on the changes that matter most to you. Don’t forget to follow us on ⁠⁠⁠LinkedIn⁠⁠⁠ and ⁠⁠⁠X⁠⁠⁠ For more information visit our website at: ⁠⁠⁠ https://www.transact-online.co.uk⁠⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    11 min
  8. Pre-Budget Speculation: What Could Be Coming?

    11/14/2025

    Pre-Budget Speculation: What Could Be Coming?

    Join Mark Fenlon, Head of Technical Services at Transact, and Brian Radbone, Technical Counsel, as they dive into the big debate ahead of the Chancellor’s Autumn Budget. From National Insurance changes to potential reforms in ISAs, pensions, and inheritance tax, this episode explores the rumors, the rationale, and what advisers should be watching closely. Will we see alignment of CGT and income tax rates? Could lifetime gifting limits reshape estate planning? And what about the future of salary sacrifice and tax-free cash? Tune in for expert insights and practical considerations before the big day on 26 November. Listen and follow now! Our post Budget episode will reflect on the actual changes.   Don’t forget to follow us on ⁠⁠LinkedIn⁠⁠ and ⁠⁠X⁠⁠ For more information visit our website at: ⁠⁠ https://www.transact-online.co.uk⁠⁠ For adviser use only. This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.

    30 min
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Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.

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