Anthony Rafferty

Chief Executive Officer, Origo. Non Executive Director, Scottish Financial Enterprise. Advisory Board Member, FinTech Scotland.

[Origo_Services @Origo_Services]

⏱️From 15 days to 15 minutes. @ScottishWidows is redesigning LoAs with deep Unipass Letter of Authority integration, so advisers move ever closer to completing requests in a single client conversation. Read their story in ‘Leading the LoA Shift’: https://t.co/wZ7znjtqiW

[Anthony Rafferty @RaffertyAnthony]

@FPLGOAT7 Finally won my mini league and was 55k overall

[Anthony Rafferty @RaffertyAnthony]

#Advisers - How many weeks should it take to respond to a Letter of Authority? How about 15 minutes!

[Origo_Services @Origo_Services]

Letters of authority have been stuck in the past for too long. Origo is coming together with four of the UK’s largest providers to change that.

Scottish Widows, Aviva, Royal London and Legal & General have joined with Origo as the Unipass Letter of Authority (ULoA) Provider Consortium and shared real case studies in a new whitepaper: Leading the LoA Shift.

This is a must-read if LoAs are part of your world. Download it for free: https://t.co/9ttJV6Acf0

[Origo_Services @Origo_Services]

Advisers, have you read our guide ‘Everything Financial Advice Firms need to know about Unipass Letter of Authority’?

It delves into how our digital sevrice can streamline your LoA process, giving you a single method for sending LoA requests to any UK platform or provider that can receive digital LoA requests, for free. It's free to access here: https://t.co/pqp243RI6G

[Origo_Services @Origo_Services]

We built Unipass Transfer Tracking to address the common frustrations faced by advisers when tracking transfers.

For this report, we surveyed over 90 individuals from across the adviser community to better understand their challenges, before exploring how our streamlined, digital solution can benefit providers, advisers and end clients.

Read the report here: https://t.co/gKzAYBAsws

[Anthony Rafferty @RaffertyAnthony]

@CaltonWMTom Don’t worry about it

[Anthony Rafferty @RaffertyAnthony]

Transfers tracked in an instant!

[Origo_Services @Origo_Services]

If you haven’t logged into Unipass Transfer Tracking for a while, you might have missed what’s changed.

You still get instant access to real-time status updates and estimated completion times for clients’ pension transfers, plus new enhancements to make tracking smoother and faster:

🔍 Smarter search if your first search doesn’t find the case

📂 Ceding provider visible at a glance in results

⏱️ Timeouts based on inactivity, not fixed timers

💷 Funds sent value is shown as soon as a transfer hits Funds Sent

Already have a Unipass Identity? Log in to My Account and click the Unipass Transfer Tracking tile to take a fresh look: https://t.co/TFc2NrhIJR

[Anthony Rafferty @RaffertyAnthony]

This is exactly the type of feedback we hoped for when we updated Unipass Letter of Authority.

[Origo_Services @Origo_Services]

“Whole of market coverage is crucial, I just want to go in and submit the LoA.”

Comments like this were common in the feedback advisers shared with us, with many highlighting provider coverage as a key strength of Unipass Letter of Authority (ULoA). Advisers told us they value having one route to submit LoAs to providers who accept digital requests, using a single process instead of juggling different emails and portals each time.

ULoA is free for advisers to use and easy to get started with. If you would like to explore using it as your LoA route, you can find out more here: https://t.co/rdS1TbeGeO

[Origo_Services @Origo_Services]

The reality of manual bulk asset migrations?

🧯 Endless Excel firefighting
👩‍💻 Advisers buried in admin
⚙️ Fragmented processes

The fix: treat integration as core infrastructure, not a back-office issue.

Read more insights in our latest article: https://t.co/5PpuwKk3FX

[Origo_Services @Origo_Services]

1 in 5 consolidators have paused acquisitions. Not from lack of capital, but because operational models couldn’t keep up (SEI Research).

For PE-backed firms, the answer is strategic: invest in digital platform switching tech to scale smarter.

Dive deep into our new article, ‘Unified by Design: Why strategic bulk asset migration infrastructure is critical for PE-backed advice firms and consolidators’: https://t.co/Nz5BQbVwfI

[Origo_Services @Origo_Services]

Tired of time‑consuming, inefficient transfer tracking?

Unipass Transfer Tracking makes it quicker and easier, reducing time spent chasing updates by up to 50% ⌛

Discover how our customers increased efficiency in our latest guide: https://t.co/C6gb2xiVz5

[Origo_Services @Origo_Services]

We recently asked advisers using Unipass Letter of Authority (ULoA) what they value most about the service and what they would like to see more of next.

This is the first post in our new ‘ULoA Adviser Voice: Real Results from Real Firms’ series, where we will be sharing what advisers told us about the impact ULoA is having on their LoA processes. 1/4

[Anthony Rafferty @RaffertyAnthony]

For people in the world of financial advice - a solution to platform switching in bulk

[Origo_Services @Origo_Services]

Collaboration between advice firms and platforms is key to advancing digital bulk asset transfers.

By adopting Origo Asset Migration, advice firms help modernise an outdated process.

Take the first step towards this essential change by downloading our latest guide: https://t.co/j9OLgkxJaK

[Origo_Services @Origo_Services]

Ready to take transfer tracking to the next level?

Unipass Transfer Tracking boosts efficiency for providers and advisers, simplifying the process for clients.

See real results and benefits in our latest booklet, What our customers say about Unipass Transfer Tracking.

[Origo_Services @Origo_Services]

Is your organisation ready to optimise its efficiency?

Join 1,600+ firms already using Unipass Transfer Tracking to simplify transfer processes and reduce workload.

Download our free booklet filled with user testimonials and proven results: https://t.co/rE8YkLpFqQ

[Origo_Services @Origo_Services]

Advisers, are your chaser calls piling up? 📞

Unipass Transfer Tracking lets you see clients’ pension transfer status in real time – saving time, cutting chaser calls and boosting the client experience.

Discover more: https://t.co/p1O8qvRMul

[Origo_Services @Origo_Services]

Asset migration is the transfer of client investments, often in bulk. More than a simple handover, it’s a step-by-step process of cleansing data, grouping clients, and securing approvals.

Our latest Beta offering, Origo Asset Migration (OAM), modernises this journey: no spreadsheets, less manual admin, full visibility, faster results, and total security.

Scalable, transparent, and easy to integrate, OAM makes migration seamless for platforms, advice firms and their clients.

Discover OAM’s smarter solution for transfers today: https://t.co/gIeXOte8PL

[Origo_Services @Origo_Services]

Our mission at Origo is simple: to connect the financial services industry for the benefit of everyone.

Don’t just take it from us. A Product Manager at @‌IntellifoLtd says our partnership is “invaluable”. Read the full quote below ⏬

See what we do in action: https://t.co/dfdMmlbkB2

[Origo_Services @Origo_Services]

What is asset migration?

It’s the transfer of clients’ investments (often in bulk) between platforms, often slow, manual, and spreadsheet-based. With our Beta service, Origo Asset Migration, providers and advice firms can switch to a streamlined digital process.

Learn how OAM can benefit your organisation today: https://t.co/pOC6WQ4OCU