Unipass Transfer Tracking
Unipass Transfer Tracking
Unipass Transfer Tracking
Available to all Unipass registered users, our new Beta service, Unipass Transfer Tracking, allows advisers to conduct a real-time search on the status of pension cash and annuities transfers being processed through the Origo Transfer Service.
Upgrades to enhance the adviser experience
Designed as a Beta service, we have gathered and implemented feedback from the adviser community, enabling us to evolve the service and implement changes, to address the most requested upgrades.
As a result, Unipass Transfer Tracking now offers three new enhancements, improving efficiency and overall user experience.
What are the enhancements?
Confirmation of payment amount:
Advisers will now be able to see a confirmation of the funds sent value, when the transfer moves into the Funds Sent Status, without waiting for letters or emails from the provider. This change helps advisers get accurate values earlier, considering daily market fluctuations, reducing the need for follow-up communications.
Improved search results:
Advisers often deal with multiple transfers under a single case, so another enhancement we've made, allows them to see the ceding provider at the top level of the case view. This change helps advisers quickly identify the relevant transfers without having to click through multiple cases.
Improved usability:
In addition to the above two changes, we have made various improvements to the service's usability to improve the overall user experience.
Benefits for Advisers
Advisers will be able to track and view the status of clients' transfers in real-time, at any time. Reducing chaser calls, improving efficiency for the adviser, and enhancing the customer experience for clients.
Save time, effort and resource.
If you have a Unipass Identity, you can log into the Unipass Portal and get started straight away.
Available at any time, 24 hour accessibility.
Benefits for Providers
By providing real-time transfer status updates to advisers, Unipass Transfer Tracking will enhance transparency and significantly reduce the number of enquiries and follow-up calls providers have to deal with.
How does it work?
Advisers will be able to access the Beta service through their Unipass account following the below steps:
- Once the adviser has authenticated with their Unipass Identity, they will be taken to the new My Account page
- Select the Unipass Transfer Tracking tile to be taken to service.
- Once the Adviser has entered the Unipass Transfer Tracking service, they will be able to conduct a search for a single client or transfer by entering the mandatory fields.
- The service will conduct a search on the Origo Transfer Service to
find a match.