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Costs are driving platform choices for IFAs: CoreData 1 Oct 2012 | 11:04 am

FT Adviser By Kevin White | Published Sep 05, 2012 Pricing on investment platforms and underlying investment management costs are driving platform choices for IFAs, research by CoreData has found. As ...

We continue to advertise in many trade publications to help advisers keep up to date with the various developments at Transact. 9 May 2012 | 08:21 pm

After our initial burst of advertising last year we continue to develop further advertising – which is designed to ensure that advisers know why we are good and why we are better. The advertisements a...

Conference 2012: Transact urges IFAs to build family client bases 12 Mar 2012 | 11:22 pm

by William Robins on Jan 16, 2012 New Model Adviser Advisers should do more to engage in intergenerational financial planning, according to Transact, which urged IFAs to rival solicitors. Transact h...

Transact adds London and Capital funds to platform 12 Mar 2012 | 11:19 pm

Money Marketing – 2011 Transact has incorporated independent wealth manager London and Capital’s managed portfolios on to its platform. The multi-asset risk-based portfolios blend traditional funds ...

Are you getting the most out of….Transact 14 Sep 2011 | 12:55 am

Author: Will Roberts IFAonline| 22 Aug 2011 In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact… ...

We want to tell the world why the Transact wrap service is so good 30 Jun 2011 | 05:35 pm

After a decade of modesty we thought it was about time to start telling advisers – those that don’t already use Transact – all about our wrap service, via our new advertising campaign. The advertiseme...

An additional string to your bow. Transact’s Qualifying Savings Plan (QSP). 31 Jan 2011 | 08:57 pm

In December 2009, Transact launched the first Qualifying Savings Plan available via a wrap service. Since then, this type of innovative new income replacement plan has started to become more popular a...

Transact to take part in a webcast 29 Jan 2011 | 03:35 am

Ian Taylor will be taking part in a webcast during February – “Solutions to the Income Challenge”. Given the economic backdrop of low interest rates and low bond yields, panelists will be invited to d...

Transact announces reductions in its pricing structure 24 Jan 2011 | 07:59 pm

Integrated Financial Arrangements plc, the operator of the Transact wrap service, announced a further series of significant changes to its charging structure, to be phased in over the next 12 months. ...

The Newsroom 16 Aug 2010 | 01:47 pm

Like many success stories we’ve been lucky enough to get plenty of positive media coverage. We’ve also done pretty well in a number of surveys, industry reports and studies of the platform market. The...

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