How we work
Our service makes administrating pensions straightforward, fast, and transparent, helping advisers manage their clients’ SIPPs efficiently.
31 October 2025
Adviser onboarding
We’ll start by assessing each firm to ensure the right fit. Once approved, advisers will complete a streamlined onboarding process. Our goal is to get firms operational as quickly and smoothly as possible.
Add clients
Digital applications and online document uploads help to minimise paperwork while ensuring we meet any regulatory requirements. Advisers can track this progress in real time without having to follow up.
Transfers and contributions
Live transfer tracking keeps advisers, administration teams and clients updated, which reduces uncertainty and transfer ‘blind spots’. Origo transfers enables quick processing speeds to ensure funds are invested quickly.
Investment management
You will have access to a wide range of investments on our platform, including ETFs, OEICs, Unit Trusts, and Investment Trusts. We can add any preferred funds to our investment list, along with your firm’s model portfolios, empowering advisers to manage investments more effectively.
Ongoing support
Once everything’s set up, the help doesn’t stop there. We will continue to provide continuous help, tutorial videos, and even an A-to-Z adviser handbook. And, of course, our professional support team ensures advisers and clients know that help is always available.
