Origo records over 100,000 pension transfer searches on tracking portal in first year

Advisers have searched for over 100,000 pension transfers on Origo’s first-of-its-kind Unipass Transfer Tracking portal, less than a year after it launched as a Beta service.

Free for advisers, Unipass Transfer Tracking launched in late March 2025 as the only service on the market where advisers can monitor all their client pension transfers in one place and in just a few simple clicks.

Advisers have access to real-time status information on pension transfers via the portal, reducing the need to chase providers and giving clients much needed reassurance about their life savings.

Anthony Rafferty, CEO of Origo, comments: “The volume of searches on our pension transfer tracking service reflects the demand from advisers for much greater transparency, clearer communication and readily available information during their clients’ transfer journey.

“For advisers and clients, the experience should be like ordering through Deliveroo, where you can easily check how the order (or in this case pension transfer) is progressing and how long it’ll take to reach you.

“Pension transfers are in good health more generally, with transfer times continuing to fall despite the volume and values of pension transfers increasing over time. Against this backdrop, being able to easily track progress with a pension transfer felt like the one big thing that was missing until now, and it’s clear just how valuable having this level of clarity and information is now becoming for clients.

Solving pain points for advisers is at the heart of everything we do at Origo. Unipass Transfer Tracking is just one example, and it’s delivering real results. Elsewhere, we’ve seen usage of our award‑winning Unipass Letter of Authority (ULoA) service increase thirty‑fold as more advisers turn to our free Unipass tools.”

What advisers say

An Origo Unipass service user comments on the transfer tracking service:“This was so quick and easy to use, easy to navigate and information displayed clearly. I tried it on a couple of clients straight away and had my team trained up within half an hour of receiving your email.”

Another adviser using the service, adds: “A massive welcome improvement that is going to save me 100's of hours’ time - as it will drastically reduce the amount of time spent on the phone chasing providers.”

We have already added a number of enhancements to the portal, after working closely with advisers to provide feedback on the initial Beta service and will continue listening and improving the service on an ongoing basis.

This article was originally published on Professional Adviser.