Origo launches Unipass Transfer Tracking for pension transfers

Origo has introduced Unipass Transfer Tracking, a new digital service that lets financial advisers track the progress of their clients’ pension transfers in real time.

Available via a single portal, the tool connects with any provider or platform using the Origo Transfer Service—used in around 80% of defined contribution pension transfers.

With just a few client details, advisers can access live updates without phone calls or manual follow-ups.

The service handled 1.5 million transfers last year, totaling over £66 billion in assets, and is now available as a free Beta.

“We’ve been on a mission to completely transform the customer’s experience of pension and investment transfers. A huge part of that has been to replace clunky manual admin with digital processes through our transfer service, which has reduced transfer times by 80%. But having easy access to updates and tracking information for transfers felt like a missing piece of the puzzle to improve things further, by helping remove uncertainty for advisers and clients. Unipass Transfer Tracking provides a single destination where advisers can get exact progress on any pension transfer and is the type of tool we believe advisers will get use out of practically every day.” – Anthony Rafferty, CEO of Origo.