The Transact Platform Podcast
Episodes
Inside Transact’s Trading Operations
19 Mar 2026
Contributed by Lukas
In this episode of The Transact Podcast, Russell Watson, Transact’s Head of Trading Operations sits down with Head of Distribution, Stuart Fleat, fo...
Tax year end special 2026
12 Mar 2026
Contributed by Lukas
In this tax year end special, Stuart Fleat, Head of Distribution at Transact, is joined by Natasha Walker, Lead Technical Consultant, to share the key...
Understanding model portfolio services
04 Mar 2026
Contributed by Lukas
Join Transact MPS Manager, Ben Roberts, and BlackRock’s Hugo Thompson, as they explore the increasingly popular world of model portfolio services (M...
UK vs Australia: What UK advisers can learn from Australia
25 Feb 2026
Contributed by Lukas
In this episode of The Transact Podcast, CEO Tom Dunbar sits down with Ashwin Field, Senior Partner at Sydney‑based NMG Consulting, to explore what ...
Transact Developments 2026: What’s Coming Next?
11 Feb 2026
Contributed by Lukas
In this episode of the Transact Podcast, host Lee Comer is joined by David Styles, Head of System and Service Development, and Stuart Fleet, Head of D...
Inside the Evolving Platform Market with The Lang Cat’s Mark Polson
03 Feb 2026
Contributed by Lukas
In this episode of the Transact Platform Podcast, Tom Dunbar sits down with Mark Polson, Founder of The Lang Cat and one of the most respected voices ...
Making Financial Planning Easier and Unification Day announced
27 Jan 2026
Contributed by Lukas
Join Tom Dunbar, Chief Executive Officer of Transact, and Andrew Cullen-Jones, Chief Development Officer, as they unpack the trends, challenges and op...
Inside Curo: Building the Future of Adviser Technology
16 Dec 2025
Contributed by Lukas
In this episode, Tom Dunbar (CEO of Transact) sits down with Richard Brian, Managing Director of Curo, and Joanna Roddis, Head of Client Success, to e...
intelliflo and sprint app integrations – income statement and contributions & withdrawals
05 Dec 2025
Contributed by Lukas
In this episode of the Transact Podcast, Integrations Manager, Tom Phillips, sits down with Robin Bevan, CEO of Sprint, and Nick Eatock, Co-Founder of...
Rachel Reeves’ Autumn Budget: What It Means for Advisers
27 Nov 2025
Contributed by Lukas
Following what has been the most eagerly awaited budget of recent years, join Transact’s Head of Technical Services, Mark Fenlon, and Technical Coun...
November Platform Release and Features
21 Nov 2025
Contributed by Lukas
In this episode, Lee Comer, Video Production Manager is joined by David Styles, Head of System and Service Development, and Stu Fleat, Head of Distrib...
Pre-Budget Speculation: What Could Be Coming?
14 Nov 2025
Contributed by Lukas
Join Mark Fenlon, Head of Technical Services at Transact, and Brian Radbone, Technical Counsel, as they dive into the big debate ahead of the Chancell...
Platform Enhancements
06 Nov 2025
Contributed by Lukas
In this episode, Lee Comer, Transact Video Production Manager, is joined by David Styles, Head of System and Service Development, and Stu Fleat, Hea...
Cash at Transact and the Wider Market
29 Oct 2025
Contributed by Lukas
In this episode of the Transact Podcast, host Andrew Cullen-Jones is joined by Jane Isaac (Chief of Platform Custody Operations) and Stuart Fleat (Hea...
Offshore Bonds: Planning, Platforms & the Isle of Man Advantage
22 Oct 2025
Contributed by Lukas
In this episode of the Transact Podcast, Andrew Cullen-Jones is joined by Gill Marples, IntegraLife International CEO, to explore the role of offshore...
Understanding Investment Bonds
15 Oct 2025
Contributed by Lukas
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 t...
Cyber Security in Financial Service
08 Oct 2025
Contributed by Lukas
In this episode of the Transact Podcast, host Andrew Cullen-Jones chats with Damien Francis (Chief Technology Officer) and Eoin D'Arcy (Head of In...
The Evolving Landscape of Integrations
15 Sep 2025
Contributed by Lukas
In this episode, Integrations Manager Tom Phillips is joined by Sim Sangha, Co-founder and Business Development Director at moneyinfo, to explore how ...
Pensions, IHT, the Budget, and more
15 Sep 2025
Contributed by Lukas
In this episode, Mark Fenlon (Head of Technical Services) and Brian Radbone (Technical Counsel) unpack the impact of recent budget changes on pensions...
Transact Business Strategy and Wider Markets
15 Sep 2025
Contributed by Lukas
In this episode, Chief Development Officer Andrew Cullen-Jones sits down with new CEO Tom Dunbar to unpack Transact’s strategic priorities and visio...
Transact Platform Podcast Trailer
15 Sep 2025
Contributed by Lukas
We're excited to introduce the brand new Transact podcast, bringing you the latest insights, updates and conversations that matter to you!Hosted b...