Transact Wrap Arvostelua 

I'm an adviser, and I've worked with Transact for over a decade.

They aren't perfect, and they can be a bit stodgy at times, and they aren't quite as responsive as they were when they were tiny almost 15 years ago. But they're relentlessly honest, don't make many mistakes, always admit when they have and fix them. Their capability has steadily improved over that time.

We regularly review our platforms, and insurance or investment companies, and there isn't really a better overall combination for us and our clients. There are some damn good platofrms out there (and some shockers) but Transact does the job better than most of them all the time, and all of them quite a bit of the time.

I am a client at Transact. I have been waiting weeks for Transact to transfer funds to another Investment company, without success. I am told that it requires the Fund Managers approval.
In this electronic environment, why is this taking weeks and weeks for the Fund Manager to make it happen?.

Just a really professional dependable platform

The website is excellent. The simple format provides all the information required quickly and easily, and in a clear format. Please don't change.

Excruciatingly slow development of website plus unwillingness to integrate with consumer-facing financial modelling/analysis tools mean that customer experience is extremely restricted.

Financial solutions (pensions, ISAs etc) are good at the core, but they feel as though they haven't been developed in 15 years, falling further and further behind competitors.

I haven’t had any experience with Transact since I opened my pension other than filing paperwork until this year (‘25) when I withdrew some money, and also closed my other pension, and rolled it into Transact. The team were helpful with everything, and it is easy to contact them by phone. ( Why I closed the other pension.)

Excellent and professional service as always!

Very efficient, reliable, and user- friendly service.

I’m a UK-based Financial Adviser and have used Transact for a number of years. The platform is reliable and powerful, and makes client reporting and administration straightforward. Transfers and corporate actions are handled efficiently, and the transparency around charges and documentation is brilliant.

A special shout-out to our support representative, Tom Gray. Tom is an exceptional contact—responsive, pragmatic, and consistently full of helpful advice. He's always on hand to answer our queries, cuts through the complexity, and regularly goes the extra mile to make sure issues are resolved quickly. Having Tom on hand genuinely elevates the whole Transact experience.

Highly recommended for advisers who value a stable platform backed by first-class human support.

For context, I am an 18-year-old who had inhereted some money that was saved and had very little idea how to deal with it on my own. I have found that customer service is very patient and great at explaining aspects of the website to me in depth. I would also like to mention Kirsty specifically who made me feel comfortable enough to call back when I had further questions.

Transact are an efficient and very straightforward company to deal with. I am very pleased that I am with them.

Fabulous company with great customer service. Highly recommend.

My late Father had an account with Transact, created through his IFA. Whilst the value of the IFA was doubtful, Transact was a very effective platform. Critically for any technology powered business the true value of a company is revealed when things go wrong, rather than when they go right. As his LPA and subsequently executor for my Father, I was so grateful when I could talk to someone knowledgeable and understandable about what needed to be done. A quality business.

I have been a Transact user since 2008 and it never ceases to amaze me how they go above and beyond what you experience with any other provider.
My latest experience was in arranging a Structured Deposit investment for multiple clients and being close to the deadline to invest. Ned White was so helpful at all times, he ensured no client was left behind and had the curtesy to email afterwards to confirm all clients had been invested on time.
Over the years I’ve used other platforms but none of them offer the investment flexibility and service that Transact does. Thank you so much to Ned and everyone else at Transact for foing such an amazing job.

I work for a financial institution, I engage with various providers, yet this particular company is undoubtedly the worst I have had the misfortune of dealing with. They create significant challenges by taking an excessive amount of time to respond to inquiries, and they are unable to provide complete, concise, or clear guidance on what is required, resulting in a back-and-forth process with our client to obtain signatures, among other things. This leads to frustration among our clients and, to be candid, a significant lack of admiration for this company.
Would avoid any dealings with Transact.

I can’t believe how easy it is to use Transact. You can see how your investments are doing easily and feel like you are more in control of your pension. Paul Johnson has been a massive help to me and also his associate Jules.

I spoke with Grace today on an online chat. She was very helpful and answered my query very efficiently.

Zak was superb. He was a great help and very knowledgable.

Superbly efficient, answered my questions without 'jargon'... on the virtual chat, I would definitely recommend Transact.

Always helpful and clear about what I needed help with