The Transact Platform Podcast
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.
Episodes
Technology plays a crucial role in the adviser experience, but what sits behind a platform can have a significant impact on service, innovation and long-term stability.
In this episode of the Transact Platform Podcast, Transact CEO Tom Dunbar is joined by Martin Jennings, CEO of Parmenion, and Ola Abdul, CEO of Fundment, to explore the role technology plays in delivering platform services and adviser outcomes.
Together, they explore:
...With the Autumn Budget fast approaching, advisers and clients alike are navigating a familiar challenge. How do you separate meaningful planning opportunities from market noise and speculation.
In this episode of the Transact Platform Podcast, Zac Angel, Business Development Manager at Transact, is joined by Mark Fenlon, Head of Technical Services at Transact to discuss the key issues advisers should have on their radar ahead of Bu...
What does the future hold for financial advice? As technology evolves, client expectations change and the profession seeks to serve more people, the role of the adviser is entering a period of significant transformation.
In this episode of the Transact Platform Podcast, Andrew Cullen-Jones, Chief Development Officer at Transact, is joined by Carla Brown, President of the Personal Finance Society, Chartered Financial Planner and busi...
How much is your advice business really worth, and what can you do today to increase its value?
In this episode of the Transact Platform Podcast, Daniel Smith, Succession Planning Manager at Transact, is joined by Louise Jeffreys, Managing Director of Gunner & Co, to explore the key factors that influence business valuations and what advisers should consider when planning for a future sale.
Together they discuss:
- why advice f...
Financial advice is entering yet another period of significant change. New technologies are emerging, regulation continues to evolve, and adviser firms are growing larger through consolidation, all while client expectations continue to shift.
In this episode of the Transact Platform Podcast, Tom Dunbar, Transact's CEO, sits down with Abraham Okusanya, CEO of Timeline, to discuss the trends reshaping the profession and what advisers ...
In this episode of the Transact Platform Podcast, Tom Dunbar, Transact’s CEO, is joined by Sam McBride from Ani Tech and Richard Brian from Curo to discuss how Artificial Intelligence (AI) agents are reshaping the future of financial advice and what this could mean for advice firms in the years ahead.
Together they explore:
- the difference between bespoke AI agents and AI capabilities embedded within CRM systems
- how AI agents...
In this episode of the Transact Platform Podcast, Tom Dunbar, Transact CEO, is joined by Keith and Josh Butten of Boosst to discuss how trusts can be used for future succession planning of advice firms and help clients plan for long-term wealth transfer.
Together they explore:
- the succession options available to adviser firms, including consolidation, management buyouts, family succession and Employee Ownership Trusts (EOTs)
- why ...
In this episode of the Transact Podcast, Tom Phillips, Integrations and UX Manager at Transact, speaks with adviser Francois van der Merwe about how small and medium sized firms can make better use of AI, data and APIs without needing a dedicated IT team.
Together they explore:
- why smaller advice firms may be uniquely positioned to benefit from AI
- how AI powered workflows can help reduce administrative tasks
- the role of APIs and ...
In this episode of the Transact Podcast, Stuart Fleat, Head of Distribution, is joined by Mark Fenlon, Head of Technical, to unpack the proposed ISA reforms and what they could mean for advisers, platforms, and investors ahead of their expected introductions in April 2027.
Together they explore:
- the proposed reduction in Cash ISA subscription limit of £12k for individuals under 65
- the new 22% charge on interest earned from cash ...
The FCA, Client Cash and the Future of Platform Charging
In this special edition of the Transact Podcast, Chief Development Officer Andrew Cullen-Jones is joined by Transact CEO Tom Dunbar, James Daley of Fairer Finance and Jack Gilbert of Citywire New Model Adviser to explore one of the most closely watched issues in the UK platform market cash interest retention.
Together, they discuss:
- how client cash is held and managed on in...
In the latest episode of the Transact Platform Podcast, we explore a range of recent enhancements to Transact Online, designed to make financial planning easier and improve the experience for both advisers and their clients.
Joining the discussion are David Styles, Transact's Head of System and Service Development, and Stuart Fleat, Transact's Head of Distribution, who provide an overview of the latest platform developments and the ...
In this episode of the Transact Podcast, Andrew Cullen-Jones, Chief Development Officer at Transact, is joined by Tim Horrocks, Founder of rockwealth, to explore the lessons, decisions and philosophies that have shaped rockwealth's journey from a small advisory firm in Cheltenham into a UK-wide financial planning business.
Tim shares the story behind becoming directly authorised, the challenge of launching a business, and why creati...
In this episode of The Transact Platform Podcast, Transact’s CEO, Tom Dunbar, speaks with Bella Caridade-Ferreira, Founder of Fundscape, one of the leading authorities on platform market data and analysis.
With over 20 years of experience studying the platform market, Bella shares how the industry has evolved from a handful of providers into a complex ecosystem shaped by regulation, technology and changing client behaviour.
The...
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, to explore the reality of building and running a modern advice business.
James shares his journey into financial planning, the experience he gained before launching his own firm in 2021, and the key decisions th...
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 advice market has evolved and what lies ahead. Drawing on experience across platform leadership and frontline supervision at the FCA, Nick shares a unique perspective on regulation, market change, and the opportuni...
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 Administration changes, following the latest HMRC guidance released shortly after their previous discussion in May.
Together, they unpack the most important developments for advisory professionals, including:
- The confirmatio...
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 Head of System and Service Development, Dave Styles, explore how the new API will transform the way the Transact platform and CRMs work together, now and in the future. By enabling secure, seamless data sharing, the ...
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 business.
Succession is one of the most important decisions a financial planning firm will make, yet it’s often left too late.
In this podcast, Daniel and Victoria unpack:
- why succession should be treated a...
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 of the Transact Podcast, Natasha Walker, Lead Technical Consultant, is joined by Head of Technical Services, Mark Fenlon, to unpack what these changes mean based on our understanding of the current legislative framewo...
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.
In this episode of the Transact Podcast, Stuart Fleat,Head of Distribution, is joined by Natasha Walker, Lead Technical Consultant, to explore why this change marks a turning point for estate and intergenerati...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
DISGRACELAND is an award-winning music and true crime podcast about musicians getting away with murder and behaving very badly. Jerry Lee Lewis's 5th wife? Dead. Sid and Nancy? Both dead. Why? Because musicians are insane, and insane things happen to them. Why did we lose Amy Winehouse at 27? Was Debbie Harry really abducted by Ted Bundy as she claims? Is Patti Smith not just the "Godmother of Punk", but also the "Original True Crime Girl"? What really happened the night of the Jay Z nightclub stabbing? What do the Diddy indictments truly reveal? All these stories and more, on artists from every genre and their true crimes, in our massive 260-plus story archive. The Dead, the Stones, Johnny, Willie, Frank, Kurt, Courtney, Gaga, Lana, Taylor, and too many to name. DISGRACELAND is music history come to life through audio storytelling as you've never heard it before, with revealing facts: yes, assassins are the real reason the Beatles quit touring—reclaimed myths: no, Mama Cass didn't die from choking on a ham sandwich––and constant reckoning between art and artist––all told through the lens of true crime. This is the podcast for the self-proclaimed "Disgos", the musically obsessed and the true crime heads; the outsiders, the independent thinkers who know that the best history is the history that gets buried. DISGRACELAND is where host Jake Brennan tells the stories they didn't want told. The kind you'll end up telling someone else. Get ready to uncover hidden truths and buckle up for truly edge-of-your-seat storytelling. New, fully scripted, sound-designed episodes are released every Tuesday. Bonus chat-style episodes where Jake responds to voicemails, texts, and emails from Disgos hit on Thursdays, and "Rewind" episodes from our archive drop on Sundays. DISGRACELAND is not a journalistic podcast. It's an entertainment podcast inspired by true events. Certain dialogue and scenes are dramatized, as is common in scripted entertainment based on real stories. Sources and credits for each episode are available at www.disgracelandpod.com. To unlock ad-free listening, exclusive content, and connect with your fellow Disgos, go to www.disgracelandpod.com to become an All Access member. Rocka Rolla.