We use cookies to improve your experience of this website. To find out more information about our cookies, please see our cookies policy.
Request our latest White Paper produced in conjunction with Platforum.
Request your copy now
Hear from our customers
We’re proud to say that hundreds of organisations from across the industry use and benefit from our services every day. But we wouldn’t be where we are without the support and involvement from our customers.
Hear what they have to say about us and our services >
David Cooper
Group Marketing and Distribution Director
Transfer Tracking, Valuations, Account Opening and Transaction History – let our Integration Hub grow your connections and reduce your costs. For platforms and adviser back-office systems, we will take you through how it works.
Since launch in 2008, Options Transfers has transferred over £150bn worth of pensions (including SIPPs and workplace pensions) and ISAs – albeit via cash or re-registration. Our Options Transfers service automates the transfer process to make it smoother, faster and safer for every party involved.
Working with the industry to help deliver the Pensions Dashboard for UK citizens. Our work on the prototype, pension finder service and scalability testing means we’re ready to enable the single biggest catalyst for driving consumer engagement with their pensions.
Origo's Open Standards enables the industry to simply and securely integrate with each other quickly, reducing the required costs and resource needed to set up and maintain integration points. Origo’s Standards are now managed by Criterion.
Two vital services for advisers and platforms. Agency Registration enables multiple registrations to providers/platforms in just a few clicks. Agency Administration enables advisers to easily manage changes to existing agency arrangements such as; change of bank account, address and so on. And it’s all free to financial advisers.
Used by 8 in 10 financial advisers, Unipass Identity makes using online services easy and more secure. Unipass Identity provides one online identity that can be used with many platforms, systems and digital services – on any device – and its free for advisers.
Making sure your emails are safe with best in class technology for encryption, our Unipass Securemail service has over 87,000 users. Free for financial advisers, it helps keep email content and processing GDPR compliant.
Data Matching is a very cost-effective way to improve the accuracy of your customer data, reduce fraud and enables better management of your reserves.
It pays to be well connected. Our new Integration Hub links you seamlessly with everyone else using the service, saving you valuable time, money and resources.
Save time, reduce costs, improve your speed to market.
Want to catch up on a meeting? Or see when the next one is?
Thanks For Subscribing