Transact
Tom Dunbar has a comprehensive work experience spanning over several years. Tom is currently serving as the Chief Development Officer at Transact since April 2021. Before this role, they were employed at Royal London where they held two positions, firstly as the RLI Distribution Director from February 2019 to April 2021, and then as the Group Strategy Director from June 2017 to January 2019. Prior to their time at Royal London, Tom worked at NMG Consulting for almost a decade, starting as a Partner - Strategy Consulting in June 2008 and leaving in July 2017. Tom began their career at Friends Provident, where they participated in their Graduate Leadership Programme from September 2005 to September 2007 and later served as the Group Strategy and Corporate Development Manager from September 2007 to June 2008.
Tom Dunbar attended the University of Oxford from 2001 to 2005. No specific degree or field of study was provided.
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.