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How Key Partnerships can help you in a post Consumer Duty world

By now, you’ll be aware of the Financial Conduct Authority's (FCA) new Consumer Duty principle being introduced on 31 July 2023.

The new principle requires firms to act to deliver good outcomes for their customers. That means, even if your advice or service proposition is tailored to an individual or small number of solutions, you still require a wider field of vison to understand whether your client may benefit more from products, propositions or services that you don't currently provide.

For example, if you’re a wealth manager, mortgage broker or IFA working with customers aged over 55, and don't have equity release permissions, you should consider finding a trusted specialist referral partner as they may have financial goals requiring this type of specialist advice.

By working with an equity release referral service like Key Partnerships, you can help your clients explore all their financial options in later life and meeting any addition requirements.

Why work with Key Partnerships?

We deliver great customer service

Our advisers are rated excellent on TrustPilot with over 15,000 reviews

We're equity release industry experts

With over 20 years of experience in the industry, we know this market inside out.

We help grow your business

We broaden your product offering while providing an income stream

Equity release referrals in a post-consumer duty world

Learn more about how working with Key Partnerships can help your business meet consumer duty requirements while providing you with a valaable income stream.

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We provide a robust referral process to help you broaden your advice proposition without compliance responsibility.

Key Partnerships work with specialist equity release advisers from The Equity Release Experts. Our whole-of-market advisers have their fingers on the pulse to help find clients a solution to meet their needs.

Alongside supporting your clients, for every case that completes, you could also add a valuable income stream to your business. In 2022, the average Key Partnerships referral fee paid on each completed case was £2,252*.