Our team will support you right through the referral process

There has been significant expansion in the equity release market and today there are more than 300 plans available to customers (Key Market Monitor 2019). As a referral service, we’re well placed to ensure you get your clients the specialist advice they need.

At Key Partnerships we have a growing team focussed on helping you take that first step into the equity release market and then work with you to develop it within your business.

Business Development Managers (BDM)

Our Business Development Managers are your main contact for face-to-face appointments. They will help you understand why the market is growing at such a staggering pace, how to identify potential equity release opportunities and give you the confidence to open up these conversations with your clients.

Telephone Account Managers (TAM)

Our Telephone Account Managers are your telephone contacts on hand to discuss potential cases, provide answers to your everyday queries and support you with access to our online portal and tools. 

Customer Management Team

This team is your referral support, arranging customer appointments and keeping you up-to-date with your referrals.

National Account Managers

Our National Account Managers focus on managing and growing the network, mortgage clubs and national advice relationships.