We make later life lending referrals easy for you with our simple process. For each completed case you'll earn an average of £1,646
There's no need to find new clients. It's likely your already have clients that could benefit from exploring equity release
Reduce your compliance risk by exploring a broader later life lending proposition
You can trust us to help your clients. We'll put them first to ensure we deliver the right solution every time
Our dedicated advisers are ready to support you with all later life lending cases
We make referring easy for you.
It only takes a few minutes and all we need is your clients name, age and contact details and we will do the rest. It’s that easy.
You provide your client's name, age and contact details
We contact your client to explore their situation and their needs
We search the whole market to find the best product solution
If your client completes, we will pay you a referral free.
As part of Consumer Duty, advisers are required to explore all later life lending options with their customers. We’re here to help you deliver good client outcomes.
Rather than a handover, we want to work with you, providing expert advice that allow you to maintain relationships with your long-standing clients and deliver the right later life lending outcome.
We value every referral you bring us, never looking to cross or up-sell your clients and ensuring that when a case completes, you’re paid promptly every time.
Using our latest navigator tool, our advisers will fully explore affordability in order to ensure all later life mortgage options are considered.
With over 25 years of expertise within the industry, our advisers have the knowledge and expertise to find the right solution for your clients. Our advisers will work closely with you to provide a professional and seamless extension of your advice service.
As part of our commitment to providing the best possible service to you and your clients, we go beyond exploring lifetime mortgages. We work alongside you to explore a range of later life lending options to find the once which suits their needs.
If a client case completes, we will pay you a referral fee. Last year, for every case that completed, we paid introducers an average referral fee of £1,646
Expand your later life lending offering with Key Partnerships. You will likely have clients that could benefit from exploring lending options like equity release and might not have considered it before. Find out how you can maximise the opportunity in your existing client bank.
