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Unipass Transfer Tracking

  • Real-Time Pension & Annuities Transfer Updates for Advisers.

  • Introducing our new beta service, Unipass Transfer Tracking.

  • Streamline your pension transfer process with Unipass Transfer Tracking, our innovative service designed for financial advisers.

  • This service allows you to monitor pension transfers in real time, providing seamless updates at every stage.

Discover more here

Streamline Your Pension Transfer Process with Unipass Transfer Tracking

Helping you put security first. Unipass services are designed specifically to meet the needs of the financial services industry, helping advisers, platform / product providers and software suppliers save time, improve security and reduce risk.

Unipass Identity is a simple solution that creates a unique online identity and enables you to log on to multiple websites within the financial services industry - on any device. This service is free for advisers and software suppliers.

Unipass Agency Management provides an enhanced, secure, online communication platform between UK intermediary Firms and Product Providers for agency requests.

Unipass Letter of Authority is a flexible, secure, digital service, which solves the issues experienced between advisers, providers and platforms in sending and receiving letters of authority.

Unipass Transfer Tracking enables advisers to access real-time updates on their client's pension cash and annuity transfers, ensuring they remain fully informed throughout the process.

Unipass products are trusted by industry leaders...

I'm a big fan of Unipass as it saves me a lot of time and hassle every week - it really does do what it says on the tin.

Lynn Hutchinson

Westcourt Financial Services Ltd

Who uses Unipass services?

Our services are trusted by over 30 leading platform / product providers and software suppliers.