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.

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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.