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.

Episodes

  1. The Evolving Landscape of Integrations

    SEP 15

    The Evolving Landscape of Integrations

    In this episode, Integrations Manager Tom Phillips is joined by Sim Sangha, Co-founder and Business Development Director at moneyinfo, to explore how integrations are reshaping the UK financial advice market. Sim explains the role of APIs in reducing friction across the adviser ecosystem, and how client portals interact with platforms to drive efficiency and generate cost savings. They discuss the impact of automated account opening, the progress made so far, and what motivates advisers to adopt integrated solutions. Looking ahead, Sim shares what’s next on the development horizon, with a focus on giving advisers greater control and flexibility to operate in ways that suit their business. A practical and insightful conversation for financial professionals navigating digital transformation. 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, 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.

    25 min
  2. Pensions, IHT, the Budget, and more

    SEP 15

    Pensions, IHT, the Budget, and more

    In this episode, Mark Fenlon (Head of Technical Services) and Brian Radbone (Technical Counsel) unpack the impact of recent budget changes on pensions and inheritance tax (IHT). They explore options for wealth transfer, the implications of upcoming IHT reforms, and planning options that advisers can use to support clients. The discussion also covers the role of trusts, trust registration requirements, investment bonds, and business property relief in managing intergenerational wealth. With strategic insights this episode is essential listening for financial professionals navigating today’s evolving 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, 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.

    35 min
  3. Transact Business Strategy and Wider Markets

    SEP 15

    Transact Business Strategy and Wider Markets

    In this episode, Chief Development Officer Andrew Cullen-Jones sits down with new CEO Tom Dunbar to unpack Transact’s strategic priorities and vision for the future. Tom shares insights into platform integrations, in house software development, and enhancing the financial planning experience for advisers. They explore the launch of the Transact Podcast, the drive toward digitalisation, and the goal of building a more efficient adviser ecosystem. Tom also discusses how Transact supports professionals with trusts, bonds, and gifting strategies in light of last year’s budget changes. Other key topics include cash interest, Consumer Duty, platform oversight, and the growing influence of consolidators and private equity in the industry. A must listen for keeping up to date with all things platform. 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,  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 and do not represent the views of Transact.

    27 min

  4. TRAILER

    Transact Platform Podcast Trailer

    We're excited to introduce the brand new Transact podcast, bringing you the latest insights, updates and conversations that matter to you! Hosted by our very own Transact colleagues and special guests, each episode is short and relevant for easy listening on the go. 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, 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 and do not represent the views of Transact.

    1 min

Trailer

About

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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