
TRANSACT - Pension — MoneySavingExpert Forum
Oct 1, 2011 · Hi, I have a Group Company Pension, and someone from our external Pension Advisors have said because I have built up a considerable sum over the years for my Pension, I should …
Transact Online and wrappers — MoneySavingExpert Forum
Nov 3, 2011 · Hi, Does anyone use or know anything about Transact Online? It's a wrapper service that seems to allow online collation of different investments.
Transact platform/wrap - anyone using it - MoneySavingExpert Forum
May 31, 2016 · Hi, I have been a Hargreaves Lansdown SIPP customer for about 10 years but I have been talking to a new IFA about moving to him and using the Transact platform as it gives better …
Using "Transact" to manage my PPP - good idea?
Feb 3, 2017 · Hello. My IFA has advised using the "Transact" PPP platform/wrapper to administer my pension pot, which will be around £1m.
Received IFA advice - thoughts please? - MoneySavingExpert Forum
Aug 7, 2024 · An IFA has advised my husband (who is a higher rate taxpayer) transfers his personal pension to one held on the Transact platform.
Advice on Investment Platforms — MoneySavingExpert Forum
Mar 25, 2022 · Transact is an investment platform where investments can be bought and sold and held. You could construct a myriad of different investment portfolios on the platform , including ESG ones.
Transact — MoneySavingExpert Forum
Jul 2, 2009 · My IFA recommended using the Transact platform when I moved my investments to him a couple of years ago.
Ongoing Charges vs Transaction Fees - MoneySavingExpert Forum
Jan 13, 2021 · The bottom line is, you know that the fund made 99.6% net return for investors (which you could compare to other funds with the same objective), and you know a theoretical 100% gains …
Seven Investment Management (7IM) - MoneySavingExpert Forum
Mar 29, 2026 · My IFA wants to transfer my holdings from Transact to Seven Investment Management (7IM). I understand the reasoning, but I have never heard of 7IM.
Arch Cru/Transact - what if I die without getting my money back?
May 8, 2022 · Hello, I have about £2000 trapped and inaccessible in the Arch Cru/Transact investments fiasco.