Sales tools - to break down barriers

We’ve created a range of tools so you can introduce the topic of equity release to your clients with confidence. From our simple calculator to see how much your client could release to assessing the impact of a loan on the equity they have in their home, we make it easy.

NEW Later Life Navigator Tool

Our new tool can help you stay on the right side of regulatory changes whilst providing great outcomes for your clients – and, deliver a straightforward way of generating an additional revenue stream into your business this year. It provides a simple way to triage a customer based on their affordability and needs.
opportunities
Loan-to-value
calculator
support
Referral payment
calculator
Retained equity & repayment calculator
Equity release opportunities
tool
home
Remaining equity
calculator
lifestyle
Retirement funding
tool

Further help and support

For further help and support, give our team a call on 0800 138 1663 or request a call back