Transact Wrap Avis 

Over the years they have been excellent and in keeping me updated with my investment. They are extremely quick to respond to my questions to them.

LOUISE aside a bit disappointed by other call handlers

I couldn’t access my account on safari , I called Transact expecting to have to wait as you do on all usual 02 numbers , was pleasantly surprised when they answered straight away and they were most helpful , promised me they would sort it as soon as possible and a few hours later it was . Really excellent service … thank you !

everyone I spoke to was helpful and friendly, and even took me through one set of steps on line.

Efficient polite and my request acted on immediately First class service

Very slow accessing your funds slow in purchasing shares and advising price paid , slow all round.

Brilliant Service!

Love that you can call and not have to wait on a hold line, after a few rings the team answer...Very rare these days!

The team have been very helpful with all the question I have had... Very happy!

Very helpful nothing too much trouble responded quickly to all calls and correspondence and understanding regarding my bereavement and helping me over the phone regarding forms etc especially as not so great on the computer side of things.

Complex stuff made easy - when my adviser suggested I move my pensions and ISAs to Transact I was a little dubious as I've not heard of them before.
The whole process was really easy - one fund took a while but not a surprise as I already know the admin at the other pension was really bad - hence the move. They've picked up the phone in seconds and actually gave me an answer straight away!
I've been so impressed that I've moved my company cash to take advantage of there high interest rates.

Accessible & helpful. Had need to call this firm yesterday to help with moving money between my account, and that of my wife for her ISA. The service team on the phone were very helpful indeed and we had it sorted in a jiffy - splendid service when compared to the banks that just seem to have a typical 'computer says no' attitude. Keep up the good work Transact....

Sadly, 1 star is the minimum otherwise it would have been a zero. Having received correspondence in error, and been inconvenienced by this, I drew this to the attention of Transact only to have them give my concern the most superficial of reviews and reply that it has nothing to do with them. There are other platforms out there - I suggest you use them especially considering the Transact fees!

I have been using Transact for 5-6 years now and I've needed to call them a few times recently about a few complex transactions regarding moving money between my account and those of my wife and children. The staff on the live-chat system have been super helpful in guiding me through how to do this - first rate service, keep up the great work guys. I also agree with another comment about the contrast between the service you get from Transact and the likes of the utility companies/banks/internet providers etc, these guys really have gone over and above to help

As always, I get i

Excellent professional customer service. Spoke to a couple of the Transact team who phoned me back when asked, carried out the instructions as requested and kept me informed. I have had a PP with them for nearly 10 years. The fund has done very well in that time.
Would recommend

I have been with Transact for several years but today was my first direct interaction with Transact staff. Team members were supportive, clear, and efficient both in email and telephone correspondence. I particularly appreciated the care with which legal requirements were addressed and the explanations provided for each step taken.

Terrible service
Applied for a password and received a letter with my wife’s password !!

I asked again for a password and didn’t receive one!

Clearly complete incompetence

We have been with Transact for some many years during which time they talked us through the method of accessing our own portfolios so we could monitor. This has never failed and been hugely helpful however I should add that they absolutely always answer the phone and always have an answer to my queries. Thanks

Conflicting information between two platforms necessitated a late phone call. The responder at Transact was extremely efficient, clear in their feedback and correct in their calculations. Very helpful indeed. Transact responder was Ned.

I have just been in touch with two members of the Customer Service team - Zak and Louise - in order to increase my pension drawdown. They were extremely supportive and understanding an example of excellent customer service. In addition my action was only made possible by the excellent performance of my pension fund.

Still hanging onto my father’s pension fund - even though he passed away in October 2022. Should have gone to my mother - but she didn’t stay with us long enough. She was named as the beneficiary. Goal posts seem to move, we go around in circles. Even my solicitor can’t seem to make progress. Now that my patience is gone, the account handler has suddenly changed and the new person isn’t replying. Reading the Google reviews I’m clearly not the only one going through this experience….seems to be a recent trend with Transact.