Key investment highlights
Significant growth opportunity
The UK financial advice and adviser platform markets continue to grow. Fundscape, an independent specialist research firm, expects the adviser platform market to grow at 12% per annum from £806 billion at the end of 2025 to £1,452 billion in five years’ time. These growth rates are underpinned by structural growth drivers such as the shift from the UK government (state pension) and employers (defined benefit) to individuals. We are also seeing growing demand for advice and adviser platforms following the announcements in the UK Budgets in 2024 and 2025. These changes have encouraged more customers to seek financial advice particularly related to inheritance tax planning.
Proprietary technology
Transact is the largest UK adviser investment platform built on proprietary technology. This enables our internal development team to deliver the key platform enhancements most impactful to UK financial advisers.
In the advised platform market, our proprietary technology gives us an advantage. Many of our competitors use third-party technology providers. We believe platforms with proprietary software are in a stronger position, with full control of their value proposition.
Attractive earnings profile
1.
Transact attracts strong net inflows in a growing UK adviser platform market, underpinned by a market-leading proposition.
2.
We deliver platform revenue growth, whilst managing revenue margin.
3.
We manage the rate of Group underlying cost growth, and cost to serve clients, by leveraging technology and implementing cost savings.
Client service
Our regional service teams offer personal, responsive support to enable users to make the most of the platform. This empowers advice firms to build long-term relationships with our operational staff. This helps us take more ownership and solve problems faster than other platforms.
2025 Awards
Best Use of Technology
Schroders UK Platform Awards
Best Platform of the Year
Money Marketing Awards
Best Platform
Professional Paraplanner Awards
Highest Net Promoter Score & Best Overall User Satisfaction
Investment Trends survey