Anthony Rafferty

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’: tinyurl.com/f4n42xhu

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: eu1.hubs.ly/H0rfwF80

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

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

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.

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: eu1.hubs.ly/H0rfwJs0

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: eu1.hubs.ly/H0rkKW10

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: tinyurl.com/ttnauywf

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: eu1.hubs.ly/H0qGsMW0

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: tinyurl.com/4b4vyt9k

What’s next in 2026? 👀 We’re pushing innovation across pension transfers, letters of authority, and our newest service, Origo Asset Migration, as we aim to “tackle the issues within bulk asset migrations head-on by solving common data issues and streamlining the whole migration journey between platforms, advisers and clients.” Read Anthony’s full insights: tinyurl.com/ms7sk64y

The article dives deeper into how we’re doing just that. Namely, adviser usage of our digital letter of authority service, Unipass Letter of Authority, soared, paving the way for deeper provider integrations in 2026. In other 2025 service news, our Q3 Origo Transfer Index showed simple transfers completed in just 10.7 days on average, this a sign of real progress in the pension transfer space.

First article of the year just dropped 🚀 Our CEO, @RaffertyAnthony, shares our commitment to easing adviser pain points through smarter tech. Anthony writes, “Long-standing adviser headaches are finally fading as technology evolves.” Read more: tinyurl.com/ms7sk64y

Asset migration is the organised transfer of clients’ holdings, often in bulk, from an old to new platform when recommended by an adviser. The process can be archaic and manual. Are we living in the 21st century or not? Our Beta service, Origo Asset Migration, digitises the process into a streamlined migration process which is efficient at every step of the journey. Discover more info: eu1.hubs.ly/H0qTL0p0

@FFScout I very nearly took a -4 🤦

Who’s used all five transfers… 🙋‍♂️

@FPL_Harry I captained Bruno and VC’d Haaland so it wouldn’t be too bad

The full quotes on Amorim on the two injured players. I will not tell you today because we will change the way we are going to approach [the game]. Let's see if they can play tomorrow. Who impacts the way they will approach the game 🤷‍♂️ I swear if it is Bruno 😭

I bullied my adviser into using Unipass Letter of Authority for my pension switch "Will do. It is our preferred method of submission. We've found it quicker, easier, and helps us check on outstanding LOA requests. Not sure how it works, but it's genius" unipass.co.uk/uloa/

🎥 Preview: Facing the Facts - Adviser’s LoA Reality & the Road Ahead Hear direct insights from Richard Clark & Mark Polson on the truth behind LoA frustrations and hopes for the future. Watch the full discussion: tinyurl.com/origo-youtube-…

For my #financialadviser contacts, here’s how your teams can save time chasing transfers (for free) …

Advisers, you asked and we listened! Received a response to your letter of authority request via email? You can now mark it as ‘complete’ within Unipass Letter of Authority, keeping your audit trail and requests up to date and in one place. More information on how it works: tinyurl.com/UnipassLoA