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Unipass Transfer Tracking

Introducing our new service: Unipass Transfer Tracking.

Gain instant access to transfer information across all platforms without the delays of call centres, available 24/7.

View real-time status updates, and receive estimated completion times - all through your Unipass Account. This service is currently in its Beta stage and is available to all FCA Authorised Advisers.

Real Time Updates
Enhanced Transparency
Reduce Delays & Errors

Real Time Updates

Stay informed with your client’s pension transfer progress from one stage to the next.

No more waiting for manual updates or chasing providers - the information you need is just a click away.

Enhanced Transparency

View detailed timelines of your client's transfer (including estimated completion date), so you and your clients are always in the loop.

You’ll know exactly where the transfer stands, whether it’s pending, in progress or complete.

Reduce Delays & Errors

With Transfer Tracking, you can spot potential delays early, reducing the risk of transfer errors and helping ensure a smooth, timely process for your clients.

Get started with Unipass Transfer Tracking today!

• Log in to My Account using your Unipass Identity
• If you do not have a Unipass Identity, create one today here
• Select Unipass Transfer Tracking from your My Account page
• Enter your Client's Surname, Date of Birth and Reference Number to retrieve real time updates on their transfers