Advisers place £2bn with Transact in 3 months

Tuesday, 19 October 2021
Articles
Jonathan Gunby, CEO at Transact

Advisers placed almost £2bn with investment platform Transact during the quarter ended 30 September 2021.

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Transact growth hampered by recruitment struggles

Thursday, 09 September 2021
Articles
Jonathan Gunby, CEO at Transact

Growth at leading planner platform Transact has been hampered recently by a struggle to increase staff as quickly as planned due to recruitment issues.

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Transact FUD rises 7.2% as IFAs place £1.99bn

Tuesday, 20 July 2021
Articles
FUD passed £50bn for the first time.

Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.

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Transact staff to return to the office

Friday, 11 June 2021
Articles
Transact CEO Jonathan Gunby thanked advisers for their patience during the home-working period and acknowledged that the platform “hasn’t always met, in every respect, some of the same high standards of the pre-pandemic era.”

Staff at adviser platform Transact will start to return to the office from August as the platform pilots a hybrid working model.

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