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Refer clients with ease and confidence

Is your client considering unlocking the financial potential in their home? Refer them to Key Partnerships and they’ll benefit from specialist whole-of-market advice, the award winning independent equity release experts. In return you’ll earn a referral fee for each completed case.

Equity release advice available over the phone

To safeguard your health, our expert equity release advice is now available in full over the phone. If you're interested in finding out more about equity release, please get in touch either online or by calling us on 0800 138 1663. Click here for more info.

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Refer a client now

Is your client interested in equity release? It takes seconds to refer them to us
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We help clients of all shapes and sizes with our whole-of-market advice
 

Our average referral payment in 2019 was £1,536.

Here's how it works

referral

You refer

Register your client’s name, age and contact details
conversation

We chat

We’ll contact them to see if equity release is right for them
advise

We advise

If it is, we’ll find them the most suitable product with whole-of-market advice
earning

You earn

We’ll keep you informed throughout the process and, once the case completes, we’ll pay you a referral fee
And we can make sure you have the right support tools to help you refer more clients in the future.

Is my client eligible for equity release?

Just enter some basic information about your client in our
calculator to quickly find out if they could be eligible.
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Our partnership promises

We will...
1

Treat your clients fairly

  • We always have your client's best interests at heart
 
  • We listen to their needs to ensure we can deliver the best outcome
 
  • We stay fully abreast of the rapidly changing equity release market to deliver a premier level of advice
2

Respect you and your business

  • We value every referral you give us and never forget whose client this is
 
  • We will never cross-sell or up-sell to your clients
 
  • We will pay you promptly on every completed case
3

Go the extra mile

  • We make life as easy as possible for you and keep you informed throughout the process
 
  • We share our expertise with professionalism, and without being arrogant or unapproachable
 
  • We assume all compliance risk because we’re confident in what we do

Register for access to all our tools and the latest news to grow your business

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