Origo unveils one-stop agency request tool ahead of RDR

clock

A free online service enabling advisers to log and track agency requests across all the major providers from one place has been launched.

Origo says the Agency Administration Service allows advisers to request a wide range of changes, including transfer of business, change of bank account and request for agency closure, via a single system. They can log the same request to as many providers as they wish as well as track its progress. The tool will launch in late July. Aegon Scottish Equitable, Friends Provident, Norwich Union and Standard Life are among nine big-name firms that helped Origo devise the system. Origo says the service will streamline the administration process and improve the "often inconsistent, insecure ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Tony Wilkinson: The AI infrastructure boom is real

Tony Wilkinson: The AI infrastructure boom is real

'AI is no longer primarily about models and applications – it is about power and long-duration capital commitments'

Tony Wilkinson
clock 13 July 2026 • 6 min read
AI review to 'make retirement planning more accessible'

AI review to 'make retirement planning more accessible'

The ‘new Wild West’ of AI could help close advice gap

Sophia Panayi
clock 08 July 2026 • 4 min read
Roger Brosch: Playing to respective skill sets

Roger Brosch: Playing to respective skill sets

'Clients want quality time and attention and a human to talk to'

Roger Brosch
clock 08 July 2026 • 4 min read