Unipass Letter of Authority
Unipass Letter of Authority
Join the Letter of Authority Revolution
Our award-winning service, Unipass Letter of Authority (ULoA), is a flexible, efficient, digital service, which solves the issues experienced between advisers, providers and platforms in sending and receiving letters of authority.
With whole-of-market provider coverage, ULoA gives advisers a single method for sending LoA requests to any UK platform or provider that can accept digital LoA requests for free.
We've designed our service with input from advisers, platforms and providers in our user group. They have provided invaluable feedback during the build to make the service easy to use.
Looking for information on ULoA for platforms and providers? Discover ULoA for providers. Read on for Unipass Letter of Authority information for advisers.
ULoA for Advisers
Your valuable feedback has driven some significant upgrades, making ULoA smoother and more efficient for everyone. In the video below, Our Chief Commercial Officer, Richard Clark shares the upgrades we have implemented, which will significantly improve your experience.
Quick Steps to Get Started
It’s free for advisers and easy to sign up for, all you need to get started is a Unipass Identity.
- If your firm is already registered for ULoA, you can start using the new features now.
- If you already have a Unipass Identity and want to register your organisation on ULoA you can register for free. Once your Firm has registered, you will be able to submit LoA requests immediately.
- Need to sign up for Unipass Identity first? Apply for a free Unipass Identity.
ULoA’s New Features Explained
Whole-of-Market Provider Coverage:
With whole-of-market provider coverage, ULoA gives advisers a single method for sending LoA requests to any UK platform or provider that can receive digital LoA requests for free. Your requests will either be sent digitally via the portal to subscribed providers – or we will route them via secure email to ensure your requests reach the correct team, giving you a single method for submitting all of your LoA requests. This means you will never have to find the correct email address for a provider yourself again.
Upload a Checklist:
Upload a checklist per product of your data items to send directly to the provider – so that you can request the specific data you need for each policy.
Receive Notifications:
Want to know when your case has been received, accepted, or fulfilled? Receive notifications from subscribed providers to a mailbox of your choice for each status change – reducing your chaser calls!
The service remains free for advisers.
Don't just take our word for it, here's some feedback from a ULoA user:
A flexible, efficient, digital LoA experience
Whole-of-market provider coverage: One method to send all of your LoA requests.
Digitally handle sensitive client documents.
Enhanced service: We’ve recently made upgrades based on your feedback.
Reduce time spent on admin and improve your LoA turnaround time.
Free for advisers.
ULoA is a secure, online portal where you can share sensitive client information confidently.
ULoA helps you to provide transparency, honesty and protection for your clients in line with Consumer Duty regulations.
No more print, post or stamps, reducing costs and supporting your environmental goals.
All you need to get started is a Unipass Identity.
Award-winning service
Useful Resources
Adviser Knowledge Base
Our Adviser Knowledge Base, is a centralised practical website which you can use to discover all things ULoA, from FAQs, accessing ULoA and demo videos to user maintenance.
Welcoming New Clients to Financial Planning
Our whitepaper produced in association with NextWealth, investigates the time-consuming process of onboarding new clients and the issues faced by advisers, providers and platforms.
LoA Process: Just Fix It Already
We worked with the lang cat who surveyed more than 200 advisers to help us assess the LoA issue. They also conducted more in-depth interviews with advice firms to explore some of the themes in detail. The result is our Whitepaper, ‘LoA Process: Just Fix It Already’, which highlights the problems in the process, their scale, and what a better LoA future could look like.
Ensuring a Compliant and Streamlined LoA Practice
Within financial services, Consumer Duty emphasises fairness, transparency, and protection for clients. Sadly, the current LoA process and falls short of everyone’s expectations, ultimately negatively impacting client experiences and relationships between advisers and clients. We partnered with Model Office to produce this report on how Unipass Letter of Authority supports Retail Investment Adviser’s (RIA) and Product Provider's compliance with the relevant Financial Conduct Authority (FCA) regulations.
Everything Financial Advice Firms need to know about Unipass Letter of Authority
In this free booklet we share key benefits of the service, user testimonials, useful resources, FAQs and straightforward sign-up instructions.
What our customers say about Unipass Letter of Authority
In this digital booklet, discover testimonials from adviser users who have benefited from Unipass Letter of Authority so far.
Already a Unipass Letter of Authority user?
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