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Key Partnerships are the experts when it comes to working with advisers like you to secure the most suitable equity release product for your client. With more than 8000 member advisers, and with over 14,000 5* reviews on Trustpilot from satisfied clients, you can have confidence that you're dealing with one of the UK's leading equity release referral services.
We like to keep things simple and that includes the process to refer your client. All we need are a few contact details and we take it from there. Once registered you’ll have access to a range of simple tools and calculators to help bring an equity release conversation to life with your client. You’ll even be able to track your clients’ progress online via our online portal or over the phone with your dedicated account manager – Mariam.
20 years of experience in the equity release market has given us the unique insight to create our own range of 70 modern, flexible lifetime mortgage plans. All of our equity release advice relates to this range of Key branded products and is completely free of charge. So, your client can find out if equity release is right for them without it costing a penny.
No advice fees saving an average of £1960* for your client
Communications to support your client conversations
Dedicated account manager
Webinars to meet the team directly
What's in it for me?
For each case that completes you receive an average payment of £1,766**
Access to a range of tools and industry knowledge
Access to our marketing hub
Access to a range of training and support
Your dedicated support
I have been in Financial Services for just over 5 years and started with Key Partnerships 4 years ago. Since starting with Key Partnerships, I have covered the North of England, moving to the South East and now a Network Relationship management role. My role is based around supporting business’ on identifying and maximising Equity Release opportunities within their client banks, providing account management support and educating on the Later Life Lending market. I am CeMAP and Cerer qualified, however, my expertise sits in the wealth management / investment side of Equity Release.
If you have any questions about equity release or how Key Partnerships can help grow your business, don’t hesitate to get in touch with me:
* For example, based on an average release amount of £98,499 a whole of market advice fee could cost you £1,960. No fee is available when taking a key branded lifetime mortgage product. Whole of market advice is available where normal fees would apply at 1.99%