Origo has announced the launch of its Unipass Transfer Tracking service for advisers to monitor the progress of their clients’ pension transfers online.
The service will provide advisers with access to real-time information from any platform or provider using the Origo Transfer Service, through a digital portal.
Origo said that the service required advisers to input “a few simple details”, saving time on phone calls to check the status and timelines for transfers.
The Origo Transfer Service accounts for around 80 per cent of all defined contribution pension transfers in the market, with more than 80 providers and platforms signed up to the service.
Unipass Transfer Tracking will initially be available as a Beta service and is free for advisers.
Commenting on the launch, Origo Services CEO, Anthony Rafferty, said: “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 per cent.
“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.”
Recent Stories