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, secure, digital service, which solves the issues experienced between advisers, providers and platforms in sending and receiving letters of authority.
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.
Legal & General, Aviva, Royal London, James Hay, LV= and Scottish Widows Platform (Formerly Embark Platform) have joined Unipass Letter of Authority.
Following a demonstration of Unipass Letter of Authority at FTRC's Empowering Advice Through Technology 2023 conference, the service was awarded a 'Best in Show' award. In one of 12 demonstrations on the day our Head of Business Development, Matt Noble, showcased how smooth the end-to-end digital LOA request and fulfilment process is.
Save time and money
- A one-stop-shop for LoAs
- One, standardised information request form, which can be sent to all providers and platforms
- No more use of unsecure email, risking client data
- Find out the status of your LoA in real-time
- Receive client information in fulfilment packs through the service
Reduce your carbon footprint
No more post
No more stamps
No more printing
Data Security and GDPR Compliance
- Built with Unipass at its core, Unipass Letter of Authority is trustworthy and secure. Whether you're working from home or in the office, it's safer for you and safer for your clients
- Use your current process, but smarter. Upload and receive your requests digitally and securely
- Our solution is GDPR compliant and will keep client data secure
We’ve listened to the industry and have built this service to revolutionise the LoA process. Now it's time for advisers, providers and platforms to sign up and start saving time and money today with Unipass Letter of Authority.
Quick steps to get started
- If you don't have one already, get yourself a Unipass Identity, for free.
- Register your organisation on Unipass Letter of Authority.
- Send your first Letter of Authority through our service and start saving time and money. To help with your first request, watch our short video guide below.
Read our research
Welcoming New Clients to Financial Planning, a whitepaper produced in association with NextWealth, investigates the time-consuming process of onboarding new clients and the issues faced by advisers, providers and platforms. Discover the findings here.
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