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2. You don't need to find new clients

Referring to us is a great way to maximise the value from your existing client book

There’s no need to find new clients. Many of our referrers have found that they have value in their client book of older customers that they haven’t helped for a while. It’s likely your already have older clients that could benefit from exploring equity release.

Let's work together to see the existing opportunity

By partnering with us, you can maximise the value in your existing client bank by offering all later life mortgage options for your clients. The need for lending in later life still remains and has the potential to grow over the coming years. With debt amongst over-55s expected to increase to £402bn by 2023, it’s likely you have clients who will be carrying debt into retirement.  

Learn more about the types of clients that could benefit from exploring later life lending options. Some might sound familiar to you.

Repaying existing debts

Carol (65) & Jeff (69) are looking at ways to repay outstanding debt including their mortgage. Find out how equity release could help them.

Helping first time buyers

Mike (60) and Judy (59) currently have their daughter looking to move out but need support in order to do so. Find out how equity release could help them.

House purchase

Jack & Paula (both 64) want to move closer to family to a more expensive home but find there's a gap they need to plug. Here's how equity release could help.

Next, how can we help you minimise your regulatory risk...

For older customers, it’s essential to consider all product options in order to provide balanced advice, including having the right referral partners in place. Find out how we can help you stay on the right side of the new requirements and deliver good client outcomes.

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Discover why we are your trusted partner for later life lending referrals

1. A simple way to earn

We make later life lending referrals easy for you with our simple process. For each completed case you'll earn an average of £1,646

2. No need to find new clients

There's no need to find new clients. It's likely your already have clients that could benefit from exploring equity release

3. You will remain compliant

Reduce your compliance risk by exploring a broader later life lending proposition

4. Your trusted partner

You can trust us to help your clients. We'll put them first to ensure we deliver the right solution every time

5. Your dedicated adviser team

Our dedicated advisers are ready to support you with all later life lending cases