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The Transact Platform Podcast

Transact

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.

PublishesDailyEpisodes4Founded9 days ago
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BusinessInvesting

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Artwork for The Transact Platform Podcast

Latest Episodes

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... more

In this episode, Mark Fenlon (Head of Technical Services) and Brian Rathbone (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 ... more

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 e... more

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 lis... more

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The Transact Platform Podcast launched 9 days ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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