Nothing brings people together quite like pizza! 🍕
Today, our Facilities team treated the team at Origo HQ to some delicious pizzas provided by Edinburgh-based, Pizza Geeks.
It was the perfect opportunity to step away from our desks, catch up with colleagues and enjoy lunch altogether.
Supporting local and sharing good food. What’s not to love? 🙌
Unipass Agency Management handles around 6,000 agency registration applications every year.
The service is designed to help users manage their agencies more efficiently, using a secure online portal. In doing so, it reduces:
- ⏱️Delays
- ⌛The time it takes to apply for Terms of Business and to update essential details
- 💻Manual effort burden
Fancy finding out more? Speak to one of our expert team: eu1.hubs.ly/H0zh6xS0
When you’ve lost someone you love, a letter addressed to them can be a painful reminder, and another thing to sort out at an already difficult time.
For those responsible for customer data, it’s a reminder that keeping records accurate is about more than administration. There are people and families behind those records.
In association with @LexisNexisUK, we provide Origo Mortality Screening, which helps financial services firms identify deceased individuals within their customer databases.
It’s an important part of customer data management; giving firms information they can use to update their records and inform how they communicate with bereaved families.
Because when we think about data quality, we should think about the people it affects, too.
Find out more:
origo.com/origo-services/ori…
Having straightforward, clear, secure links with trading partners is vital to your business, but things can get messy when each link is bespoke and individual; it can quickly become expensive to build and maintain not to mention complex to manage.
This is where Origo Integration Hub comes in. 🧩
With just one connection per service to Origo Integration Hub, you can have multiple integrations with platforms and adviser systems, making the business of integration quicker, easier, and more cost-efficient than ever.
Unlock your full connection potential by reading our free guide: eu1.hubs.ly/H0z2W_C0
📈 In September, advisers submitted over 23,000 LoA requests through ULoA, up 370% year on year, making it our busiest month yet.
The message is clear: advisers want a simpler, digital LoA process.
ULoA gives them one free route to submit requests across the market. For providers, integration is an opportunity to reduce manual handling, improve visibility and cut the chasing for both sides.
Growing demand shouldn’t just mean a busier inbox. It should mean a better process 🌱
Interested in integrating with ULoA? Get in touch: eu1.hubs.ly/H0z6vHs0
How does Origo Dashboard Connector work?
ODC provides three distinct services:
🔗 Connect: Connect securely and compliantly to the pensions dashboards’ central digital architecture.
🔎 Find: Match consumers to their pension policies, with a service tailored to your data-matching preferences.
📊 View: Securely hold valuation data that is ready to share when a consumer requests it
Your choice: Use the ‘Connect’ service on its own, or add ‘Find’ and ‘View’.
Keen to hear more about the service? Discover more valuable information here: eu1.hubs.ly/H0z611h0
Advisers: apply for your free Unipass Identity in five simple steps.
Use one secure account to access multiple financial-services websites. No more juggling usernames and passwords!
1. Search by your FCA reference number or firm name
2. Add your details
3. Confirm via email
4. Await your firm’s Unipass controller approval
5. Collect your digital certificate
Apply for your Unipass Identity here: eu1.hubs.ly/H0yTqWD0
Yesterday, we were live at our Origo Secure ID Match event, where John Parker, Origo’s Head of Master Trusts, was demonstrating the key use cases of our upcoming service, Origo Secure Match ID.
John explored how the service could help tackle data quality challenges, and what that could mean in practice for providers, platforms, advisers and ultimately, their customers.
It was great to bring these use cases to life, hear live feedback and questions from across the room!
Got questions? If you would like to reach out to John and the Origo team on all things Origo Secure ID Match, then please don’t hesitate to get in touch: eu1.hubs.ly/H0z1tzw0
Better data = Better customer journeys. 💡
Today at the @The_ABI_UK office in London, we’re bringing pension providers, platforms and advisers together to explore customer data challenges and how our upcoming service, Origo Secure ID Match, could help address them and improve customer outcomes.
We’re looking forward to a full agenda which spans small pots, pensions dashboards, letters of authority and much more! Not to mention, we’ll see expert speakers and real-life use case examples of how Origo Secure ID Match can help.
For those attending today, thanks for joining the conversation.
Advisers: Platform switching for your clients shouldn’t mean months, or even years, of spreadsheet-driven admin.
Origo Asset Migration provides advisers with a digital, auditable solution for bulk asset transfers, combining data cleansing, automation, and real-time progress tracking in one streamlined journey.
The result:
- Less manual admin (and often the pain and time that comes along with it)
- More efficient, controlled bulk migrations
- A smoother experience and stronger outcomes for your valued clients
Discover how Origo Asset Migration could support your advice firm’s next platform migration project:
eu1.hubs.ly/H0yZXrh0
A new chapter for Origo, with our customers at the heart of it.
Following last month’s acquisition announcement, our CEO, Anthony Rafferty joined iPipeline’s Managing Director - UK and Europe, Rachel Edwards to discuss the shared values which brought our businesses together, the opportunities ahead and what this means for our customers.
Hear from both leaders on what’s next. 👇
youtu.be/TfzIEcVlqeQ
Breakfast, appreciation and a well-deserved thank you. ☕🥐
For Customer Service Week, we brought colleagues together at Origo HQ to celebrate the people behind the service we provide to the industry.
From our Customer Service teams to everyone working behind the scenes, thank you for helping us deliver better-connected, more efficient experiences for our customers.
Origo Secure ID Match Event: Solving Current and Upcoming Customer Data Quality Issues 💡
At our upcoming event, we will explore how Origo Secure Identity Match could support better outcomes. Our new identity and matching capability service is designed to help providers address some of the most significant data quality and customer matching challenges facing the pensions and savings industry.
There are very limited spaces left, so please sign up here: eu1.hubs.ly/H0yS8Hl0
Here are the discussion points to expect on the day:
- Small Pots consolidation, where successful matching is fundamental to future industry solutions.
- Transfers and Letters of Authority, pre-validation to help where poor data quality and identity issues create delays, failures and customer complaints.
- HMRC Digi RAS and Digi ISA, where inaccurate customer data (NI numbers) increases compliance and operational risk.
- Pensions Dashboards, where possible matches create customer friction, increased call volumes and additional administration.
Event Details:
Date: Monday 12th October, 2 - 5 PM
Location: The ABI, 30 Fenchurch Street, London, EC3M 3BD
Dress code: Smart-casual
Book your spot today 👉 eu1.hubs.ly/H0yS8Hl0
Advisers should spend their time advising, not chasing LoAs.
Unipass Letter of Authority (ULoA) gives you one secure, digital route for LoA requests to any UK provider or platform that can accept them. It’s secured with Unipass and free for advisers.
Less admin. More time for advice.
Try ULoA: eu1.hubs.ly/H0yNkwb0
The transfer journey does not begin and end with the transfer.
That is the value of thinking in terms of a complete service.
Origo Transfer Service supports pension, ISA and GIA transfers through one connected system, helping firms replace fragmented, manual processes with a more consistent digital journey.
Better transfers are not just faster. They are easier to manage and monitor, and better for customers to experience.
Find out more: eu1.hubs.ly/H0yLWGv0
We’re delighted to be at the @OwenJamesFS Festival of Finance event in Birmingham today. 🙌
Innes Miller, our Head of Market Development, and Brian Moffat, our Financial Technology Specialist, are hosting thought-provoking roundtable sessions. Notably, on scaling advice firms through outsourcing and financial technology. They’re not sessions to miss!
If you’re there, come and say hello; we’d love to chat.
#FestivalofFinance
Did you know… Origo Asset Migration can unlock potential accelerated revenue for platforms? 🚀
By using our innovative service, platforms can conduct migrations more quickly which means they unlock additional, accelerated revenue streams as assets are moved and then invested faster.
Keen to discover more platform benefits of Origo Asset Migration? Find out more: eu1.hubs.ly/H0yFYcD0





















