Over 20,000 pension transfers have been searched for by advisers on Origo’s recently launched Unipass Transfer Tracking portal, as further enhancements are added to the Beta service based on adviser feedback.
Following direct input from its adviser community, Origo has introduced a number of new features designed to further improve adviser’s experience of the Transfer Tracking service. These include:
Confirmation of payment amount:
Advisers will now be able to see a confirmation of the funds sent value, without waiting for letters or emails from the provider. This change helps advisers get accurate values earlier, considering daily market fluctuations, reducing the need for follow-up communications.
Improved search results:
Advisers often deal with multiple transfers under a single case, so another enhancement Origo has made, enables advisers to see the ceding provider at the top level of the case view. This change helps advisers quickly identify the relevant transfers without having to click through multiple cases.
Improved useability
Origo has made a series of tweaks across the Unipass Transfer Tracking service which, when combined, will improve the overall user experience making it as accessible and smooth as possible to track pension transfers.
Anthony Rafferty, CEO of Origo, comments: “It’s great to see advisers getting so much use from our new Unipass Transfer Tracking service, demonstrating just how valuable this information and transparency is for their clients. It’s our goal to ensure anxiety can become a thing of the past when it comes to pension transfers.
“As we develop the service, it is also important that we continue listening to adviser feedback and improving, that’s why we have moved swiftly to make further enhancements. We hope that advisers and their clients are able to feel more relaxed during the pension transfer process as a result.”
Free for advisers, Unipass Transfer Tracking launched in late March 2025 as the only service on the market where advisers can monitor their client pension transfers, all in one place.
The service enables advisers to access real-time status information on pension transfers, reducing the need for chaser phone calls to providers and giving clients much better transparency regarding their life savings.
