Origo

There are clear reasons why Origo Transfer Service (OTS) is the UK’s market-leading transfer solution. Here’s why: ·         OTS handles over 1.6 million transfers each year ·         Trusted by over 140 brands ·         With OTS, transfer times have been reduced by 80%, with many in less than one hour ·         Whether it's Pensions, GIAs or ISAs – it’s the only complete transfer service on the market ·         OTS enables you to track and monitor how a transfer is progressing Discover more key OTS insights: https://lnkd.in/eTvRc6XP

Not another chaser call! ☎️ Advisers, we understand your stress when it comes to chaser calls piling up and up! That’s one key reason we brought Unipass Transfer Tracking to the market. Our service takes the chaser call pain away and instead allows advisers to track and view the status of their clients’ pension cash and annuity transfers via the Origo Transfer Service. Reduce your manual admin now with Unipass Transfer Tracking: https://lnkd.in/ey2MCpvn

What does it take to transform a high-volume Letter of Authority journey? Not simply digitising an existing manual process. Our whitepaper, Leading the LoA Shift, brings together practical experience from the Unipass Letter of Authority Provider Consortium: Scottish Widows, Aviva, Royal London and L&G. It explores how these four providers are approaching digital LoA transformation at scale, from creating a single, structured route for requests, to improving routing, reducing manual effort and giving advisers clearer visibility of progress. The important point? There is no single blueprint. Each organisation has its own systems, products and operational challenges. But the case studies show that meaningful change is possible when providers focus on the outcome: a more efficient process for their teams, a better experience for advisers, and less friction for clients. For providers still wondering whether to integrate with Unipass Letter of Authority, this paper offers more than a vision for what good looks like. It shares the real-world lessons, operational metrics and integration approaches of organisations already making the shift. The LoA journey is changing. The question is: will your organisation help lead it, or catch up later? Download Leading the LoA Shift: The Unipass Letter of Authority Provider Consortium here: https://lnkd.in/emh2W9Ma #LetterOfAuthority #ULoA #Fintech #DigitalTransformation #FinancialServices #ProviderTechnology #AdviserExperience

Platforms, did you know you could improve communication during a bulk asset migration, by using Origo Asset Migration? With traceability built in, advisers can quickly understand how their client asset migration is progressing. Discover more key service benefits: https://lnkd.in/eBzUFhsS

Launched in 2008, Origo Transfer Service (OTS) completely reshaped the transfer market. It was the first of its kind, and it’s still the market leader in the UK, enabling secure and speedy transfers of pensions, GIAs and ISAs. But it doesn’t stop there, we’ve put together a handy booklet, ‘Everything you need to know about Origo Transfer Service’, to explore: - what OTS does - the benefits of the service - the answers to the most frequently asked questions It’s free to download and well worth your time. Get your copy here: https://lnkd.in/e6ebc7Pi

It’s Summer BBQ time! 😎☀️ Last Friday, over at Origo HQ in Edinburgh, we were treated to a barbecue. No agenda, no slide decks, and no laptops allowed! We were ready to bring on the good chats, good company, and great food provided by the fantastic Wee Green Events Catering. In these incredibly busy times, it’s great to take an afternoon to come together, stay connected and energised, and have a good old natter over some tasty treats. 🍔

Matt Noble, our Head of Business Development: “Ask any advice firm (or platform provider) about bulk asset migration, and you will hear the same (valid!) gripes about the fatigued manual, spreadsheet-based process. I’ve spent years troubleshooting exactly that, and from talking to the people who live and breathe consolidation, one thing is clear to me: the market has quietly moved on, but not everyone has noticed.” Matt’s latest insights article outlines his ‘Five Bulk Asset Migration Takeaways’ with @ScottishWidowsAdviser. If you’ve got 10 minutes, then give his article a read: https://lnkd.in/esjgfuqG

Did you know? In June alone, Unipass Transfer Tracking recorded 11,000 successful searches. 🎉 That brings our 2026 year-to-date total to over 56,000, and we’re not stopping there! This clearly demonstrates the time, effort and resource saved for advisers. On the provider end, this milestone outlines how our service enhances transparency and significantly reduces the number of enquiries and follow-up calls providers have to deal with. Interested in benefiting from the service? All you need is a Unipass Identity to get started: https://lnkd.in/ejfEapnC

💡 Service Spotlight: Unipass Identity 💡 This is a secure, simple-to-use digital identity that allows financial advisers to effortlessly log in to the web services of any Unipass enabled provider or platform. Your Unipass Identity gives you the gift of time. Time to give great advice to clients, without the security worry! If you’re not among the 8/10 financial advisers using Unipass Identity, then you can simply sign up for free here: https://lnkd.in/ep2b6p-n

If you’re a provider or platform and haven’t integrated with Unipass Letter of Authority yet… why not? 🤔 Letters of Authority should be the start of a productive adviser-provider relationship - not a source of avoidable admin, incomplete requests and follow-up calls. A digital, integrated LoA journey can mean: 🫆 Requests arrive through one secure, structured route. 💡The right team can receive and action them sooner. 👩💻 Advisers can see progress, rather than having to chase for updates. ⏱️Your operations team spends less time managing exceptions and more time moving cases forward. 🫧Clients get a clearer, more reliable experience. Integration isn’t simply a technology project. It is an opportunity to remove friction from an important moment in the advice journey, all the while making your organisation easier to do business with. The industry is moving towards a more consistent, transparent digital LoA process. Four major providers have already integrated and are reaping the benefits. If you haven’t started that journey, what is holding you back? Give our whitepaper a read to find out how they did it. https://lnkd.in/eUE_hEDU