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Share the Opportunity. Earn a Reward.

Know a professional working with clients over 55 who would be a great referring partner for us? Introduce them through our Refer an Adviser scheme and you’ll both be rewarded.

How It Works

1. You share the referral link with them

Share the link below with the adviser you're recommending

2. They complete the form

They complete the short form and include your name

3. They make their first referral

They receive a £50 voucher when they make their first client referral

4. When their first case completes

You receive a £100 voucher when their first case completes

5. It’s our way of saying thank you

...for helping us grow our referral community with trusted professionals.

Share the Link and Get Rewarded

Please share this link with the adviser you wish to refer. They’ll complete the form themselves and confirm your details so we can attribute the referral correctly.

There’s no limit to the number of professionals you can refer. The more successful referrals, the more £100 rewards you earn.

Important

To ensure you receive your reward, please remind the adviser to include your full name on the form. Vouchers are issued to referrers once the referred partner has joined and completed their first case. 

The adviser you refer must have not previously registered or made an equity release referral to Key Partnerships. They must also not be part of a network eg. Openwork, L&G Mortgage Club.

Further eligibility criteria applies, please see terms and conditions below for full details

 

Louise parent with Marc