On this page you will be able to download a variety of useful sales aids, reports, guides, case studies and much more, designed to help you understand equity release and spot opportunities.

To help you put it all into practice we also have a marketing hub website that allows you to download and print bespoke dual-branded customer facing documents. Register for this fantastic resource using the link at the bottom of the page.

Sales support

Everything you need to know about equity release, from basic criteria to our referral promises.

3 Reasons to refer to Key Partnerships

Here’s a quick summary of why you should choose Key Partnerships as your referral partner.

Biggest asset in retirement

Help your clients to see their biggest asset as part of their retirement plan - their house.

Equity release referral criteria

It's so easy to refer, take a look at the basic eligibility criteria for client referrals.

Introducing Key Partnerships

Join over 8,000 registered advisers to help your clients unlock the financial potential in their homes.

Loan-to-Value table (coming soon)

Take a look at the potential loan-to-value your client could release, based on their age and health.

Key Partnership promises

We promise to treat you fairly, go the extra mile and respect your business. Find out what this means for you.

Opportunities leaflets

These leaflets are designed to help you spot opportunities within your client banks.

Bank of Mum and Dad (Gifting)

Could the house of mum and dad help with your client’s deposit? - Helping first-time buyers onto the ladder.

Dividing Equity in divorce

Divorce is a difficult time for everyone involved, could equity release help to split assets?

Interest-only Mortgages

Help your clients remain in their current home and pay off their existing interest-only mortgage.

Case studies

To help bring equity release to life, we have created a few client scenarios:

First-time buyers

Mike and Judy are looking to help their two children onto the property ladder, but don't have the money available. Could equity release be a solution?

House purchase

Jack and his wife Paula are looking to move house, unfortunately the house they have found is more expensive than they can afford.

Paying off debt

Carol and Jeff are looking to retire but have debts they need to pay off and are concerned about their ability to pay them back in retirement.

Reports

We have a range of reports that we commission annually, some of our key findings about the market are in the following reports:

Cracking the Care Code Report

Find out about how much care may cost for your clients and the methods in place to fund it.

Introducing the Introducers

Take an in-depth look in to the equity release referral market and the drivers behind referring to a specialist.

Market Monitor Full Year 2018

Our annual Market Monitor provides an in-depth review of the UK’s equity release market.

Marketing hub

Customise, download and order high quality printed copies of dual-branded equity release documents, FREE to give to your clients.
REGISTER FOR THE MARKETING HUB