Transact
Lucy Beale is an experienced technology portfolio and programme manager with a strong background in IT project management across various sectors. Currently serving as Technology Portfolio Manager at Transact, Lucy previously held the position of Programme Manager at Walgreens Boots Alliance, where responsibility included oversight of the Pharmaceutical Wholesale division IT Programme and participation in the Technology Services International Leadership team. Notable achievements encompass the successful delivery of an integrated technology platform for a pharmaceutical wholesale joint venture in Germany. Lucy's career includes roles at Informa, TSB Bank, Lloyds Banking Group, Barclaycard, and Barclays, emphasizing expertise in desktop transformation, regulatory change, and acquisitions integration. Lucy holds a Bachelor of Arts degree in English Literature with Drama from Kingston University.
Transact
Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser’s 5 Start Platform award.