Scottish Widows partners with Origo to speed LoAs moneymarketing.co.uk/news/scottish-…

Scottish Widows (Scottish Widows) has partnered with Origo (Origo_Services) to enhance its letter of authority process for advisers across its business, which will cut turnaround times and improve the quality of information. ifamagazine.com/scottish-widow…

Exciting Unipass Letter of Authority (ULoA) update! We have listened to your feedback and are very pleased to announce that our free, digital letter of authority service just got even better…with ZeroKey integration available now! (1/4)

Advisers, you asked, we delivered! 📢 We are excited to share that UTT now has two additional enhancements, making tracking your transfers easier and more efficient than ever. 👏 Discover more on the newest enhancements: eu1.hubs.ly/H0ntSWk0

8/10 UK advisers already have a Unipass Identity ✅ Did you know that’s all advisers need to start using Unipass Letter of Authority? Self-register your firm & get started on your digital LoA journey – it’s that simple. Register today: eu1.hubs.ly/H0nyL-z0

Important for financial advice firms who want to avoid chasing transfers ...

Advisers, you asked and we listened! Received a response to your letter of authority request via email? You can now mark it as ‘complete’ within Unipass Letter of Authority, keeping your audit trail and requests up to date and in one place. More information on how it works:

For my #financialadviser contacts, here’s how your teams can save time chasing transfers (for free) …

🎥 Preview: Facing the Facts - Adviser’s LoA Reality & the Road Ahead Hear direct insights from Richard Clark & Mark Polson on the truth behind LoA frustrations and hopes for the future. Watch the full discussion: tinyurl.com/origo-youtube-…

I bullied my adviser into using Unipass Letter of Authority for my pension switch "Will do. It is our preferred method of submission. We've found it quicker, easier, and helps us check on outstanding LOA requests. Not sure how it works, but it's genius" unipass.co.uk/uloa/

Asset migration is the organised transfer of clients’ holdings, often in bulk, from an old to new platform when recommended by an adviser. The process can be archaic and manual. Are we living in the 21st century or not? Our Beta service, Origo Asset Migration, digitises the

First article of the year just dropped 🚀 Our CEO, Anthony Rafferty, shares our commitment to easing adviser pain points through smarter tech. Anthony writes, “Long-standing adviser headaches are finally fading as technology evolves.” Read more: tinyurl.com/ms7sk64y

The article dives deeper into how we’re doing just that. Namely, adviser usage of our digital letter of authority service, Unipass Letter of Authority, soared, paving the way for deeper provider integrations in 2026. In other 2025 service news, our Q3 Origo Transfer Index showed

What’s next in 2026? 👀 We’re pushing innovation across pension transfers, letters of authority, and our newest service, Origo Asset Migration, as we aim to “tackle the issues within bulk asset migrations head-on by solving common data issues and streamlining the whole migration

What is asset migration? It’s the transfer of clients’ investments (often in bulk) between platforms, often slow, manual, and spreadsheet-based. With our Beta service, Origo Asset Migration, providers and advice firms can switch to a streamlined digital process. Learn how OAM

Our mission at Origo is simple: to connect the financial services industry for the benefit of everyone. Don’t just take it from us. A Product Manager at @‌IntellifoLtd says our partnership is “invaluable”. Read the full quote below ⏬ See what we do in action:

Asset migration is the transfer of client investments, often in bulk. More than a simple handover, it’s a step-by-step process of cleansing data, grouping clients, and securing approvals. Our latest Beta offering, Origo Asset Migration (OAM), modernises this journey: no

Ready to take transfer tracking to the next level? Unipass Transfer Tracking boosts efficiency for providers and advisers, simplifying the process for clients. See real results and benefits in our latest booklet, What our customers say about Unipass Transfer Tracking.

Advisers, are your chaser calls piling up? 📞 Unipass Transfer Tracking lets you see clients’ pension transfer status in real time – saving time, cutting chaser calls and boosting the client experience. Discover more: eu1.hubs.ly/H0rkKW10

Is your organisation ready to optimise its efficiency? Join 1,600+ firms already using Unipass Transfer Tracking to simplify transfer processes and reduce workload. Download our free booklet filled with user testimonials and proven results: eu1.hubs.ly/H0rfwJs0