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The number of pensions, ISAs and GIAs being transferred using the Origo Transfer Service has increased. SIPP Transfers are on the up. Pensions Freedoms and Auto-Enrolment have played a factor.
Legal & General launches a totally unique service that will transform how advisers track their new business applications.
Financial Adviser Technology and how to get better connected systems
System integration can be tricky, especially back office systems between platforms, providers and advisers. The Origo Integration HUB makes it easy with one central connection.
Origo allows financial advisers to complete just one online agency registration form to sign up with multiple product providers. Safe, secure and easy to set up.
Anthony Rafferty writes about the ongoing argument that Pensions Dashboard will only benefit those with legacy pensions. In reality, this will benefit pension consumers of all ages.
Transfer Tracking through the Integration HUB allows advisers can now track the progress of transfers online through their chosen provider platform.
Many benefits exist from using Origo’s Integration Hub for platform and adviser back-office system integrations. Manage one connection for legal contracts, business cases and systems.
The Contract Enquiry Standard is the back-bone to automated real-time valuations data being pumped from platforms and providers to adviser back office systems.
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Having all pension providers on board with the Pensions Dashboard is important. Providers need to cope with the large volume of date requests from consumers looking to use the dashboard for all of their pensions.