View more on these topics

Origo says Unipass is bringing big savings for IFAs

Technology standards body Origo says its Unipass service is helping IFA users make big savings.

The annual survey of 2,332 Unipass users shows that 60 per cent believe the service saves them up to an hour a week which they say equates to a saving of £60 per adviser.

A further 21 per cent of users say Unipass saves them up to three hours a week.

About 12,000 IFAs currently use Unipass.

Unipass is a digital certificate which allows users to access different websites, cutting out the need to use multiple-user IDs and passwords to access provider and portal websites.

Eighty-five per cent of adviser say financial services websites are easier to use with Unipass and 80 per cent say it increases their daily productivity compared with just 7 per cent last year.

About 64 per cent say they use online services more often now that they have Unipass.

Origo managing director Paul Pettitt says: “Over the past few years, particularly in reaction to regulatory intervention, everyone in the financial serv- ices industry has been under increasing pressure to improve operational efficiency and reduce costs. These results are very encouraging and demonstrate how the industry is delivering a service which is free to IFAs, easy to use and is driving down costs.”


AITC wants off-the-page watchdog

The AITC has called for an expansion of the Financial Ombudsman&#39s remit to cover off the page buyers of investment trusts. Currently the Ombudsman covers investors who bought investment trust shares through fund manager&#39s own savings plan schemes or on the advice of a broker. Daniel Godfrey, director general of the AITC, believes those direct […]

Homeowners feel the pinch after rate rises

Over three million homeowners are struggling financially because of recent rises in their mortgage repayments, says Purely Mortgages. The broker suggests borrowers struggling with repayments should consider changing from standard variable rates to fixed rates. Purely Mortgages says the impact of another quarter-point rate rise on an average 25-year repayment mortgage of £109,000 would be […]

&#39Multi-ties could double profit margins&#39

Bankhall says multi-tying could more than double advisers&#39 operating margins. Speaking at Money Marketing Live on Tuesday in a debate on depolarisation, Bankhall group sales director Shaun Godfrey said: “If you look at the operating margin of most IFAs which is around 10 per cent, with the cost savings that multi-tie will bring through technology […]

Consumer advice goes out on radio

Llewellyn-Slade Press Relations has set up a consumer personal finance programme on 35 radio stations. Managing director Mark Llewellyn-Slade says he inv-ited networks and advisers to take part in the programmes after identifying a gap in the radio market. In the first programme aired last week on stations including Heart, Saga Radio, Severn Sound and […]

Johnson Fleming is a finalist at UK Pensions Awards 2016

The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm