Origo is excited to introduce Unipass Transfer Tracking, a revolutionary service designed to simplify how advisers track client pension transfers. This market-first solution provides a real-time, centralized platform where advisers can effortlessly monitor transfers from any provider or platform using the Origo Transfer Service—all with just a few clicks.
Effortless, Real-Time Pension Transfer Tracking
With Unipass Transfer Tracking, advisers can access up-to-the-minute transfer updates without time-consuming phone calls. This streamlined digital process ensures transparency, improves efficiency, and gives clients peace of mind by providing secure, real-time updates on their pension transfers.
Currently, the Origo Transfer Service facilitates around 80% of all defined contribution (DC) pension transfers, with over 80 providers and platforms onboard. Unipass Transfer Tracking is now available as a Beta service, completely free for advisers.
Driving Efficiency in Pension Transfers
Anthony Rafferty, CEO of Origo Services, shared his vision for the service:
“We set out to revolutionize the pension and investment transfer process, eliminating slow, manual administration in favor of digital efficiency. Our transfer service has already reduced transfer times by 80%.”
“The missing piece was providing advisers with a clear, real-time tracking tool. Unipass Transfer Tracking fills that gap, offering instant updates that eliminate uncertainty for both advisers and clients.”
“This tool delivers a seamless experience and will quickly become an everyday essential for advisers.”
Origo remains committed to enhancing the pension transfer journey, making it faster, more transparent, and hassle-free. With Unipass Transfer Tracking, advisers can now stay informed, improve client satisfaction, and boost efficiency—effortlessly.
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