Origo’s Unipass Letter of Authority (ULoA) is being made available to all Openwork Partnership advisers, seeking to support them in achieving faster, whole of market processing of their LoA requests.

The ULoA will be whole of market from the first quarter of 2025, which will enable advisers to send a LoA to more than 100 providers in the UK via the ULoA service.

The Openwork Partnership announced it was supportive of Origo’s ULoA service at its recent Openwork Wealth Symposium, and they have made it available to all of their advisers to help drive efficiency, consistency, and improved client outcomes.

Commenting on the announcement, Openwork Partnership head of digital proposition, Matt Latham, said that the LoA process had been longstanding issue for advisers when onboarding new clients.

“ULoA has really started to move things forward, creating a much more streamlined and visible process,” he continued.

“With whole of market coverage, the work of advisers and their back-office staff will be made much easier and enable them to provide a faster and better service to clients.

“This initiative is an important step in our strategic investment in technology to drive forward the service we provide to our advisers and improve outcomes for their clients.”

Origo CEO, Anthony Rafferty, added: “Our aim is to connect the industry for the benefit of everyone, removing pain points along the way. ULoA is a clear example of this, now enabling financial advisers to send their letters of authority requests to the whole of market.

“ULoA simplifies the LoA process and makes for a far smoother service for all advisers and providers.

“For providers subscribing to the ULoA service there are significant benefits, because all requests are received digitally.

“This provides for quick and efficient status updates, detailed online tracking, MI data to help improve turnaround, and fewer calls from advisers looking for an update. All of which delivers considerable resource and cost savings for both providers and advisers.”

This article originally appeared in our sister publication Wealth Investment News.

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