How the first automated bulk scheme transfers happened

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We use cookies to improve your experience of this website. To find out more information about our cookies, please see our cookies policy. So you want your transfers to go even faster? Remove rekeying you say? And, eliminate even more paper work? Large or small, master scottish windows origo options trading or member-initiated, any and all DC transfers can be moved and managed by the Options Transfers service.

A market-ready, member loving mean machine. Options enables organisations to transfer a range of assets. Covering a range of products and processes, including re-registration of assets and bulk transfers, it's no surprise that over 60 organisations trust our Options service to get the job done. Options is as fast as you like.

We work and engage with every organisation who joins the service to continue to develop, build and scottish windows origo options trading the service to meet the needs of the many who use our service. We know each organisation is different so we know we need to be available, responsive and proactive to industry and organisational needs as well as reactive to ensure our service stays scottish windows origo options trading the top of its game.

Options Transfers gives you choices. You can use it as a standalone service, you can integrate it so you can speed your transfers times even further. You can do cash transfers or you can mix it up add some re-registration to your offering, perhaps throw in some bulk transfers. The choice is yours! As a not-for-profit industry body, we believe in fair pricing, fair timescales and fair feedback.

We want to hear from you, what works, what could be better and then we want to make it happen. How does it work? Who can use the service? How many other organisations can I transfer with? Options Transfers Are you looking for faster, bigger, better transfers? Options Transfers is the market leading and most complete transfers service in our industry. Industry co-operation has enabled us to release customers' retirement income faster than ever before.

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The likely reason for this is that your firm does not currently have terms of business with either Clerical Medical or Scottish Widows and therefore you will need to register for agency term through the online Adviserwise service. For more information on agency terms please refer to our registration guidance. If you are a Unipass user this is probably because your Unipass is currently linked to an expired account. Please call web support on or email websupport scottishwidows.

The system will automatically grant the first individual to register with their Unipass Access Controller status. If this information has changed or is incorrect, please continue with the registration selecting that person and then call web support on or email websupport scottishwidows. When you are in receipt of your Unipass digital certificate, simply log in to our site and we will overwrite your username and password with your digital certificate.

Origo exists to bring together representatives from throughout the Financial Services sector to agree a uniform strategy that will facilitate the implementation of electronic commerce in our industry. You will be asked to determine firm data access levels for yourself and all subsequent registrants. There are two levels of access available within eServices. It is important that the correct access levels are specified at this stage as changes beyond this point could interrupt access to eServices.

During step 4 of the initial registration, you will now be asked to determine access levels for yourself and subsequent registrants as follows.

If you are in any doubt as to whether you are entitled to fulfil this role, please contact the individual at your firm who holds responsibility for controlling access to data. The appropriate individual will be required to complete registration on behalf of your firm. Register via Unipass to get a new digital certificate. If you would like to speak to somebody in person please contact the web support team on or email websupport scottishwidows. If you are not an adviser please return to our consumer site.

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Below you will find some of the most commonly experienced problems relating to registration. Find out more about Unipass. Firm level access All users will be able to view all agency and policy data under your Firms FCA reference number If you are a network member this will be your appointed representative firm reference number AR FRN If you are not a network member this will be the Principle FCA Firm Reference number PA FRN In the event new agencies are created or removed, user access will automatically update to reflect any changes User defined access You will be specifying that future registrants will not default to firm level access All registrants will be required to specify an agency level and input agency numbers to which access will be associated.

During step 4 of the initial registration, you will now be asked to determine access levels for yourself and subsequent registrants as follows The level to which users are able allocate firm agency codes for writing new business The level to which users will be able to view existing client s and policy data held under your Firms FCA reference number.

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