Hosted by Transact · 🇺🇸 US · EN-GB · 30 episodes
Established thought leaders with verified media credentials.
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.
Transact hosts The Transact Platform Podcast, a business show with 30 episodes published.
In this episode of The Transact Platform Podcast, Transact’s Chief Development Officer, Andrew Cullen-Jones, sits down with James de Lisle Wells, Chartered Financial Planner and Director of de Lisle Financial Planning, t
In this episode of The Transact Platform Podcast, CEO, Tom Dunbar, is joined by Non-Executive Chair of Integrated Financial Arrangements Ltd (IFAL) and former Skandia CEO, Nick Poyntz-Wright, to explore how the financial
In this short update episode of the Transact Podcast, Natasha Walker, Lead Technical Consultant, is joined by, Mark Fenlon, Head of Technical Services, to revisit the upcoming Additional Pension Death Benefit Administrat
The Transact API is designed to make integrations with CRM and other systems, simpler, smarter, and more efficient for financial advisers. In this episode of The Transact Podcast, Integrations Manager, Tom Phillips, and
In this episode of The Transact Podcast, Succession Planning Manager, Daniel Smith is joined by Victoria Hicks, CEO at Melo, to explore what it really takes to plan and deliver a successful business exit from an advisory
From April 2027, significant changes to pension death benefits are expected to come into force, bringing pensions into the scope of inheritance tax (IHT) and introducing new administrative requirements. In this episode o
From April 2027, unused defined contribution pension fundswill be included in an individual’s estate for inheritance tax, a shift that could dramatically increase the number of clients facing an unexpected IHT liability.
Financial planning looks very different when you’re planning not just for yourself, but for a dependant with additional needs who may always need support. With over 638,000 Education, Health and Care Plans (EHCPs) in pla
In this episode of The Transact Podcast, Transact CEO Tom Dunbar is joined by financial planner Robin Keyte for an in-depth conversation on building a successful advice firm with ethics, independence and client outcomes
In this episode of The Transact Podcast, Russell Watson, Transact’s Head of Trading Operations sits down with Head of Distribution, Stuart Fleat, for a deep dive into one of the most critical — yet often unseen — parts o
In this tax year end special, Stuart Fleat, Head of Distribution at Transact, is joined by Natasha Walker, Lead Technical Consultant, to share the key planning opportunities anddeadlines advisers need to be aware of befo
Join Transact MPS Manager, Ben Roberts, and BlackRock’s Hugo Thompson, as they explore the increasingly popular world of model portfolio services (MPS). In this episode, we look beyond performance and fees to uncover the
In this episode of The Transact Podcast, CEO Tom Dunbar sits down with Ashwin Field, Senior Partner at Sydney‑based NMG Consulting, to explore what UK advisers can learn from Australia’s fast‑evolving financial advice la
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 developme
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 majo
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
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. T
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:
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
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. D
Dr. Tom Phillips
author of THE CURIOUS LEAGUE OF DETECTIVES AND THIEVES series · Welsh ICE
1 appearance on this show
Rhiannon Gogh
SEND specialist financial planner · PlanIt Future
1 appearance on this show
Ben Roberts
Non-Regional AFRINIC Board Member · Lexington Herald-Leader
1 appearance on this show
David Styles
Head of System and Service Development · Performance Racing Network
3 appearances on this show
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The Transact Platform Podcast is hosted by Transact. The show is categorised under business (investing) and has published 30 episodes.
The Transact Platform Podcast has published 30 episodes.
The Transact Platform Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Transact Platform Podcast average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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