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 thinking behind them.

Topics covered include:

• the new Bond Gain Calculator to help calculate the impact of proportional versus segmental withdrawals.
• the launch of the Flexible Reversionary Trust
• enhancements to transfer functionality within the Guided Application
• new online direct debit and bank account setup capabilities
• upcoming regular cash transfer functionality, and
• future enhancements aimed at reducing administrative friction.

The episode delves into our latest digitalisation developments that help advisers work more efficiently and deliver better outcomes for clients.

To stay up to date with the latest industry developments, don’t forget to subscribe to the Transact Podcast on Spotify and Apple Podcasts and follow us on LinkedIn and X.

For more information visit our website at: https://www.transact-online.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.