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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.
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.
Since launch in 2008, our Transfer Service has transferred over £150bn worth of pensions (including SIPPs and workplace pensions) and ISAs – albeit via cash or re-registration. Our Transfer Service automates the transfer process to make it smoother, faster and safer for every party involved.
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.
Coming soon: Unipass Letter of Authority (ULoA) This year (2020) we’ll be launching a slick, new digital solution to solve the laborious Letter of Authority process. With ULoA, advisers and providers can serve their clients in a faster and more secure way. Instead of paying for post and waiting on deliveries, they’ll have more time to focus on what matters: giving new client a better start to the financial advice process.
Protect you, your organisation and your customers with Unipass Mailock.
Mortality Screening 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.
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