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The Transact Platform Podcast

Transact
Financial Planning
Inheritance Tax
Pensions
Budget Changes
Tax Efficiency
Cybersecurity
Investment Bonds
Industry Developments
Platform Updates
Tax Strategies
General Investment Accounts
Integration
UK Financial Advice Market
Ransomware
Artificial Intelligence
Multi-Factor Authentication
Trusts
Life Assurance Policies
Investment Flexibility
Isle Of Man

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.

PublishesTwice weeklyEpisodes8Founded2 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Transact Platform Podcast

Latest Episodes

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,... more

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 U... more

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 chan... more

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... more

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Recent Guests

Gill Marples
CEO of Transact's international business, IntegraLife International
IntegraLife International
Episode: Offshore Bonds: Planning, Platforms & the Isle of Man Advantage
Damien Francis
Chief Technology Officer
Transact
Episode: Cyber Security in Financial Service
Eoin D'Arcy
Head of Information Security
Transact
Episode: Cyber Security in Financial Service
Tom Dunbar
CEO of Transact
Transact
Episode: Transact Business Strategy and Wider Markets

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Talking Points

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Transact Business Strategy and Wider Markets
Q: How do budget changes impact advisor firms?
Tom advises that different firms will respond uniquely, encouraging engagement with technical teams for specific client examples.
Transact Business Strategy and Wider Markets
Q: What do you think the FCA might bring out as the outcome of the consolidator review?
Tom suggests the FCA's focus is on financial stability and conflicts of interest, but the outcome is uncertain.
Transact Business Strategy and Wider Markets
Q: Can you tell us a bit about yourself?
Tom shares about his family, love for sports, and leadership style focusing on collaboration.

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Frequently Asked Questions About The Transact Platform Podcast

What is The Transact Platform Podcast about and what kind of topics does it cover?

This audio series offers valuable insights into the financial advice landscape, focusing on current trends and practical strategies for financial advisors. Episodes cover a wide range of topics such as cybersecurity in financial services, integration dynamics, regulatory changes affecting pensions and inheritance tax, as well as the business strategy and market outlook of relevant firms. Notably, the discussions often feature expert voices from within the industry, ensuring that listeners receive not just theoretical insights but meaningful, actionable advice tailored to their professional needs. The emphasis on practical takeaways and real-world applications makes it a unique resource for financial professionals seeking to stay informed an... more

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Which podcasts are similar to The Transact Platform Podcast?

These podcasts share a similar audience with The Transact Platform Podcast:

1. TRAP: The Real Adviser Podcast
2. Off Menu with Ed Gamble and James Acaster
3. The Rest Is Entertainment
4. The Rest Is History
5. AJ Bell Money & Markets

How many episodes of The Transact Platform Podcast are there?

The Transact Platform Podcast launched 2 months ago and published 8 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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What guests have appeared on The Transact Platform Podcast?

Recent guests on The Transact Platform Podcast include:

1. Gill Marples
2. Damien Francis
3. Eoin D'Arcy
4. Tom Dunbar

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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