Help your clients unlock more options in later life

Advisers may not immediately think of equity release when planning how to turn their clients’ priorities into reality, but older homeowners could benefit from looking at how their property wealth could unlock financial possibilities for them.

At Key Partnerships, we can help your clients realise the financial potential in their home. Whether that’s helping them to pay off their interest-only mortgage, gifting money to help their family, or boosting their income for a more comfortable retirement; housing wealth could support your clients’ finances in later life.
support

Refer a client now

Is your client interested in equity release? It takes seconds to refer them to us
 
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Register with us

Access tools to support your client conversations
 
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Already registered

Get a real-time view on the progress of your referrals
 

Why work with Key Partnerships?

A referral partnership gives you a complementary solution to your existing capabilities, with no need to give the advice yourself, plus, the income you earn from referring could become an important and growing part of your future cash flow.

We can help you to identify the opportunities for equity release and introduce the concept to your clients. Then our independent advisers, The Equity Release Experts, provide specialist whole-of-market advice and you’ll earn a referral fee for each completed case. Start working with us today.
We help clients of all shapes and sizes with our whole-of-market advice
 

Our average referral payment in 2020 was £1,766.

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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