Origo continues industry innovation with launch of Unipass Transfer Tracking
- Vespa Capital ›
- Origo Innovation Unipass Transfer Tracking
Vespa Capital portfolio company, Origo, the leading provider of critical fintech SaaS to the pensions and savings industry, has continued to lead innovation in the sector with the launch of Unipass Transfer Tracking.
Unipass Transfer Tracking allows financial advisers to conduct a real-time search on the status of pension cash and annuities transfers being processed through the Origo Transfer Service. The service allows 24-hour accessibility, providing seamless updates at every stage therefore enhancing transparency and significantly reducing the number of enquiries made directly to providers contact centres.
Since the Beta launch in March, Unipass Transfer Tracking has surpassed 25,000 pension transfer searches and has also been further developed to display values of ‘funds sent’, improving search results and refining the UX/UI across the platform.
Origo also continues to innovate within its existing service portfolio with Unipass Letter of Authority (“LOA”) having undergone a significant upgrade and the Origo Dashboard Connector now fully connecting to the government’s pension dashboard ecosystem.
Unipass LOA now has whole-of-market provider coverage allowing financial advisers to send digital LOA requests to any UK platform or provider. Advisers can now also upload a custom checklist of data items needed from the provider, with any specific information requirements.
Origo CEO Anthony Rafferty said the enhancements demonstrate the firm’s commitment to reducing transfer-related anxiety and providing greater transparency for both advisers and clients.
Anthony Rafferty, Origo’s CEO, notes: “Having already taken steps to digitise and enhance security around LOAs, we listened to feedback from advisers and it became clear the missing piece of the puzzle was covering the whole provider and platform market, so that advisers can handle all their LOA requests on one easy-to-use system.”
Streamlined digital processes are the future for LOAs, far from the onerous delays, frustrating phone calls and manual methods of the past. This is better for advisers, better for providers and, crucially, it also means better consumer outcomes.”