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Advisers can now register for Unipass Letter of Authority

Unipass Letter of Authority

Discover a flexible, secure, digital approach with Unipass Letter of Authority. 

With Unipass Letter of Authority, advisers and providers can serve clients in a slick, faster, and more secure way. 

Instead of paying for post and waiting on deliveries, spend more time focusing on what matters: giving new clients a better start to the financial advice process.

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Note to Advisers: If your organisation is not yet set up, you'll be able to register for Unipass Letter of Authority and will be your organisations Administrator. If you think there’s someone more appropriate in your organisation to fulfil this role, they can register your organisation here. Once registered, your organisation’s Administrator(s) will be able to add users.

Note to Providers and Platforms: If you work for a provider or a platform and your business has not yet signed up to use the Unipass Letter of Authority service, please get in touch with David Hall. If your organisation is already set up on Unipass Letter of Authority, your organisation's ULoA Administrator(s) will need to add you as a user.

Our CEO, Anthony Rafferty and Head of Strategic Partnerships, Kim Campbell, have recorded a short video to welcome everyone to Unipass Letter of Authority. Watch now.

Save time and money

Save time and money

Costs are reduced and time is saved by relying less on postal service and email

Save admin time by accessing and actioning LoAs through our online portal

Make old, lengthy LoA process a thing of the past

Stay safe and secure

Stay safe and secure

Keep requests and responses confidential in our secure online portal

Alleviate data protection concerns with our GDPR compliant system

Authenticate client and adviser details digitally

keep client happy

Keep clients happy

Clients can receive financial advice sooner, making outcome quicker for the client

Build a stronger relationship more quickly, easily updating the client as you go

Ensure client confidentiality and peace of mind throughout

Before you start with Unipass Letter of Authority

Before you start, make sure you've got a Unipass Identity, you'll need one to use Unipass Letter of Authority. If you don't, you can apply here for free.

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  If you need any help please contact our Customer Services team:  

Origo Customer Services:

unipassloa@origo.com 

0131 385 8888

 

How to send your first LoA using Unipass Letter of Authority:

1. Create a new request in the system by entering your client’s name, address etc.

2. Enter details of all their policies that you need information on (Pensions, Investments or Protection)

3. Upload authorising signatures from the client (and any additional signatories required)

4. Click, ‘Submit’ – if the policy provider accepts requests via our service, they will receive them via Unipass Letter of Authority instantaneously*. For providers yet to sign-up, you’ll be presented with a neat request pack you can send via the post or secure email e.g Unipass Mailock.

Join the Letter of Authority revolution! Register and be one of the first to submit an LoA via Unipass Letter of Authority.

*Initially only requests for LV pensions information will be sent instantaneously, but we are currently working to onboard all major providers. As more providers join the service, you’ll notice more and more of your requests being delivered instantly.

Already a Unipass Letter of Authority user:

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“The ULoA service really helps standardise the request and responses data items and structure across the industry and this helps to simplify the processing for providers which should result in faster response times to requests.”

LV=

Stuart Hornblower, Liverpool Victoria (LV=)


How does it work?

  1. A smooth start

    Get approval from your client securely and digitally

  2. Make requests digitally

    Request and receive client policy details from providers through our secure online portal

  3. Handle paperwork online

    Make changes digitally and with more visibility on progress throughout the process

  4. Receive client information

    Client documents can be shared by the providers confidentially and efficiently

If you are an adviser, or work for an adviser firm, you can download our brochureware for more information on the service here.

If you work for a provider or a platform, you can download ULoA brochureware that's relevant to you here.




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