The Transact Platform Podcast
By Transact
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Transact
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 27
Description
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.
| Episode | Date |
|---|---|
|
The Transact API: Making your business run better through integrations
|
May 21, 2026 |
|
How to successfully plan your exit strategy
|
May 13, 2026 |
|
Pension death benefits: from simplicity to complexity
|
May 08, 2026 |
|
Are your clients ready for the 2027 pension changes and their inheritance Tax (IHT) impact?
|
Apr 30, 2026 |
|
Financial planning for families dealing with dependants with Special Educational Needs and Disabilities (SEND)
|
Apr 23, 2026 |
|
Building an Advice Firm with Purpose : Robin Keyte on Ethics, Regulation and Technology
|
Apr 02, 2026 |
|
Inside Transact’s Trading Operations
|
Mar 19, 2026 |
|
Tax year end special 2026
|
Mar 12, 2026 |
|
Understanding model portfolio services
|
Mar 04, 2026 |
|
UK vs Australia: What UK advisers can learn from Australia
|
Feb 25, 2026 |
|
Transact Developments 2026: What’s Coming Next?
|
Feb 11, 2026 |
|
Inside the Evolving Platform Market with The Lang Cat’s Mark Polson
|
Feb 03, 2026 |
|
Making Financial Planning Easier and Unification Day announced
|
Jan 27, 2026 |
|
Inside Curo: Building the Future of Adviser Technology
|
Dec 16, 2025 |
|
intelliflo and sprint app integrations – income statement and contributions & withdrawals
|
Dec 05, 2025 |
|
Rachel Reeves’ Autumn Budget: What It Means for Advisers
|
Nov 27, 2025 |
|
November Platform Release and Features
|
Nov 21, 2025 |
|
Pre-Budget Speculation: What Could Be Coming?
|
Nov 14, 2025 |
|
Platform Enhancements
|
Nov 06, 2025 |
|
Cash at Transact and the Wider Market
|
Oct 29, 2025 |
|
Offshore Bonds: Planning, Platforms & the Isle of Man Advantage
|
Oct 22, 2025 |
|
Understanding Investment Bonds
|
Oct 15, 2025 |
|
Cyber Security in Financial Service
|
Oct 08, 2025 |
|
The Evolving Landscape of Integrations
|
Sep 15, 2025 |
|
Pensions, IHT, the Budget, and more
|
Sep 15, 2025 |
|
Transact Business Strategy and Wider Markets
|
Sep 15, 2025 |
|
Transact Platform Podcast Trailer
|
Sep 15, 2025 |