Solution introduction
Available to all Unipass registered users, our new Beta service, Unipass Transfer Tracking, allows advisers to conduct a real-time search on the status of pension cash and annuities transfers being processed through the Origo Transfer Service
Upgrades to enhance the adviser experience
Designed as a Beta service, we have gathered and implemented feedback from the adviser community, enabling us to evolve the service and implement changes to address the most requested upgrades.
As a result, Unipass Transfer Tracking now offers new enhancements, improving efficiency and overall user experience.
How does it work?
Advisers will be able to access the Beta service through their Unipass account following the below steps:
- Once the adviser has authenticated with their Unipass Identity, they will be taken to the new My Account page
- Select the Unipass Transfer Tracking tile to be taken to service.
- Once the Adviser has entered the Unipass Transfer Tracking service, they will be able to conduct a search for a single client or transfer by entering the mandatory fields.
- The service will conduct a search on the Origo Transfer Service to
- find a match.
