Next, find out why we are a trusted partner and help you deliver good client outcomes...
With the need to seek out referral partners in the new world of Consumer Duty, find out why we are ideally placed to help you.
3. You'll remain compliant
Minimise your Consumer Duty and 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.
Why you should be referring in a post-consumer duty world
In the new world on Consumer Duty, it’s essential that all financial, wealth and mortgage advisers recommend from a wider pool of later life lending products with affordability at the heart of the advice process. If you need to seek a specialist adviser, we’re here to help you.
In response to both Consumer Duty and the recent FCA review of the equity release sector, we have evolved our advice framework to consider all later life lending options. This includes retirement interest-only mortgages, later life mortgages, lifetime mortgages and payment-term lifetime mortgages. We want to find the best lending solution which meets your client’s needs.
How we explore all later life lending options for your clients
Using our latest advice tool, our advisers will explore affordability to make repayments in order to ensure all options can be considered.
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