The Ultimate Guide to Transfer Tracking

With over 10k transfers searched within the first three weeks of launch, we are delighted with how Unipass Transfer Tracking has been received by advisers. We'd now like to ensure advisers are equipped to get the most out of our newest service.

At Origo, we are proud of the contributions we have made to reduce the time it takes to move pensions. In 2024, an estimated 1.47 million pensions were transferred through the Origo Transfer Service, however, we know there is still more we can do. That's why we designed Unipass Transfer Tracking, to reduce the burden of chasing the status of client transfers, benefitting both you as the adviser and crucially your client.

This guide focuses on everything financial advisers need to know about Unipass Transfer Tracking, from how to access the service, to the benefits it can bring to advisers. It also displays user testimonials and answers the most frequently asked questions we've received.

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