The Transact Platform Podcast

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 develop...

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 contro...

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 betw...

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...

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 t...

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 ta...

In this episode, Lee Comer,  Transact Video Production Manager, is joined by David Styles, Head of System and Service Development, and Stu Fleat, Head of Distribution, to explore the latest enhancements to Transact Online. They discuss the foundations of Transact’s in-house development team, who focus solely on Transact’s proprietary technology, and how it enables rapid, adviser-driven innovation....

In this episode of the Transact Podcast, host Andrew Cullen-Jones is joined by Jane Isaac (Chief of Platform Custody Operations) and Stuart Fleat (Head of Distribution) to explore the role of cash in financial planning. They discuss why cash matters, how it’s managed on platform, and the different options available to advisers —from platform cash accounts and term deposits to money market funds an...

In this episode of the Transact Podcast, Andrew Cullen-Jones is joined by Gill Marples, IntegraLife International CEO, to explore the role of offshore bonds in financial planning. They discuss how the offshore bond market has evolved, the impact of UK tax changes, and why Transact’s integrated approach offers a unique advantage. Gill also shares insights into the Isle of Man’s position as a centre...

In this episode Mark Fenlon and Brian Radbone return to unpack the evolving role of investment bonds in financial planning. From their early days in the 1980s to their modern use in tax-efficient strategies. Mark and Brian explore how bonds have changed, why interest in them is rising, and what makes them such a versatile tool for advisers and clients alike. They cover key differences between onsh...

In this episode of the Transact Podcast, host Andrew Cullen-Jones chats with Damien Francis (Chief Technology Officer) and Eoin D'Arcy (Head of Information Security) about some of the big cyber security challenges facing financial services today. The conversation dives into topics such as ransomware, phishing, and the growing importance of Multi-factor Authentication (MFA).  They also discuss...

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...

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 requireme...

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 goa...

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 a...