Unipass Unlocked: Webinars

Join our webinars designed to help you and your business streamline processes, reduce administration time, and improve client outcomes using Unipass services, which are all free of charge to intermediary businesses.

With a choice of four dates, each free, 45-minute webinar, hosted by our specialist, will include live demonstrations, practical insights and a Q&A opportunity, covering three of our Unipass Services: Unipass Letter of Authority, Unipass Transfer Tracking, and Unipass Agency Management. Spaces are limited. Register below to secure your place.

We have one date remaining:

More information on the Unipass Service covered:

Unipass Letter 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.

Unipass Transfer Tracking:

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.

Unipass Agency Management:

Learn how to manage your agency relationships across multiple providers digitally, including applying for terms of business, updating essential details such as change of membership, change of address or change of bank account, and closing agency relationships or managing novations.

Any questions? Don't hesitate to reach out to our expert team. Get in touch.

Past Webinar Dates:

Tuesday 24th February, 10-10.45 am

Thursday 26th February, 2-2.45 am

Wednesday 4th March, 10-10.45 am