Origo

We’re delighted to be supporting ProviderLookup.org, part of Plus Group ™, who have made its Financial Services Directory free for advisers and paraplanners. At Origo, we’re always striving to do the right thing by advisers and consumers, and we believe that this is a stepping stone in the right direction. This initiative has been designed to provide a searchable directory of over 1,300 financial service providers, enhancing accessibility and efficiency for professionals across the sector, especially when it comes to Letters of Authority. Provider Lookup also confirms whether the provider is a member of our Unipass Letters of Authority service, the digital way to LoA's. There have been over 860 sign ups since its launch and to celebrate Plus Group is now offering a chance to win a £100 Amazon voucher when the service reaches 1000 sign ups. Read more here: https://lnkd.in/egvKBvvw

We asked our customers which one word they would use to describe the existing manual Letter of Authority (LoA) process and here are some examples of what they had to say: Dread Overwhelming Pain Outdated Delays Slow Frustration Designed with input from advisers, platforms and providers we built Unipass Letter of Authority (ULoA) to tackle industry-wide pain points, offering a faster, more efficient, digital LoA experience to both advisers and providers. Discover more on how ULoA can benefit your organisation: https://lnkd.in/eBbeVfFu

Did you know that the Origo Transfer Service handles 1.5 million transfers each year? Ensuring speedy transfers of pensions, ISAs and GIAs, our Transfer Service allows you, to save both time and money while delivering better and faster outcomes for your valued customers. Keen to join the other 140+ brands already using Origo Transfer Service? Get in touch: https://lnkd.in/ecjRruq3

How connected could you be? Right now, 155+ connections exist across all of our Integration Hub services, and that number keeps growing. If you’re already on the Hub, then you’ll know that with every new organisation connecting to Origo Integration Hub, your connection capability expands to them too. Read our latest guide to find out how your organisation could benefit by expanding its reach through the Hub: https://lnkd.in/eP4U5QMZ

Did you know that with Unipass Letter of Authority (ULoA) you can find out the status of your LoA in real-time, making it easy to track your LoA’s without having to make a phone call? In fact, during a recent survey, this point was highlighted by ULoA users as one of their favourite features of our award-winning service: “Ability to track progress without having to make a phone call.” “Everything is in one place and easy to track once sent.” For more information on our service: https://lnkd.in/edh7r5hT

Feedback Friday! Towards the end of 2024, we hosted our event in London called ‘Connecting People, Connecting the Industry’ where we received some kind feedback from Scott Machin, from iPipeline. Here’s what he had to say: “I think ultimately with Origo it’s just easy. They make it convenient. They put on days like today. They’re always really friendly, everyone is just easy to talk to. There’s never any barriers and that’s because technology companies are just looking after each other.” Thank you again, Scott, for the kind words, and being one of our supportive partners! We all look forward to catching up throughout 2025.

So, here’s the problem with post… Relying on traditional processes like sending and receiving letters of authority by post can warrant significant delays and quite possibly, unhappy clients. We’re not talking days, but months of waiting! Firms are waiting up to two months for a letter of authority to be processed, according to our Whitepaper with @the lang cat, LoA Process: Just Fix It Already – Broken Letter of Authority Process in UK Wealth Management. Discover how your organisation can reduce risk with your letter of authority process and prioritise digital efficiency. Read our free article, Securing the Future: Embracing Digital LoA Solutions: https://lnkd.in/eCZPzExp

Is strengthening your Environmental, Social, and Governance (ESG) principles a part of your organisation’s goals for 2025? If so, you’re in luck! We’ve written a short, free article which discusses how financial service organisations can lead the change towards reaching the Net Zero by 2050 target. Read ‘The Road to Net Zero’ now: https://lnkd.in/eR_VbqHi

Designed specifically for the financial services industry, and used by around 45,000 UK financial advisers, Unipass Identity provides you with a single means of identification to easily and securely log in to multiple platforms and services throughout the financial services industry. Set up Unipass Identity today: https://lnkd.in/eeM3tK76

Let this sink in: 90% of financial advisers have to apologise to clients on behalf of antiquated processes that slow everything down (specifically relating to letters of authority). Pretty damning, right? Frankly, in this day and age, it’s shocking to see the extent of the negative impact caused by the LoA process. So much so, the lang cat stated, “This is about as stark a finding we’ve seen in any of our research”. For more insights from both provider and adviser views, give the Whitepaper, LoA Process: Just Fix It Already, a read: https://lnkd.in/eWikbaAc