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Transact adds new features as price cuts near

Platform and SIPP firm Transact has added a number of new or enhanced features as it prepares for a new round of price cuts.

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Recently floated AJ Bell and Transact report strong trading

Platform and SIPP operators AJ Bell and Transact have reported strong trading in the most recent quarter. Both recently floated on the stock exchange.

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Transact to cut annual and buy charges from April

Platform Transact is to trim annual and buy commission charges in the spring as platform competition intensifies.

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Transact splits CEO role in two as Taylor steps down

Transact chief executive Ian Taylor is to step down as CEO in March after 20 years with the group and will be replaced by two new CEOs.

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Transact enables Timeline pension app integration

Transact has added an integration facility to allow users of the third party Timeline pension app to import Transact client portfolio data to help with pension drawdown planning.

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AJ Bell set to be worth up to £675m on stock market

SIPP and platform operator AJ Bell is likely to be valued at between £626m and £675m when it floats on the stock market in December, the company predicts.

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17% of advisers changed platform in past year

Some 17% of financial advisers have changed their preferred platform in the last 12 months as dissatisfaction with service levels grows.
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Transact set for 2018 float as new chairman joins

IntegraFin Holdings, the holding company of wrap platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares to float in 2018.
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Dentons and Transact team up to create a new Sipp

Dentons Pension Management and Transact have joined forces to launch a new Sipp and a “more joined-up proposition”.
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