Equity Release Referral Service. Age Partnership. Business Partners

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1 Equity Release Referral Service Age Partnership

2 Why we are the referral partner of choice: We are a member of the Equity Release Council Partners receive FREE marketing support We offer a whole of market service Complete UK coverage Track all referral cases online Receive market leading commission 97% score on Trustpilot - over 3,000 reviews Over 110 qualified equity release advisors No cross sell to your clients, ever Did you know? We are the preferred partner to over 1000 financial advisers who trust us to provide financial solutions for their clients. These include; Yorkshire Building Society, Simplybiz, PMS, L&G Mortgage Club members and Tenet Age Partnership

3 Proudly working in partnership with... Did you know? We ve helped release over 1 Billion through equity release and helped unlock over 1 Hundred Million in pension savings Who are Age Partnership Age Partnership is an independent service provider, specialising in providing financial advice to the over-55 market. We assist thousands of customers with their equity release needs and have grown to become one of the UK s leading experts in this area, arranging roughly 1 in 4 equity release plans in the UK. We have won numerous industry awards over the years but we are most proud of the fact that this year we were independently awarded the highest possible rating of exceptional by Investor in Customers (IIC) for the fifth consecutive year. There is no doubt that Age Partnership is fully deserving of our highest award as their scores at all levels were truly remarkable. We are exceptional Neil Craig, Founder, Investor in Customers Age Partnership

4 The rapid growth in equity release There are several reasons as to why more and more clients are deciding that equity release is the financial retirement option for them. Do you have clients who; Have a shortfall at the end of their interest-only mortgage term? Want to help children / grandchildren onto the property ladder? No longer want mortgage repayments throughout retirement? Would like to make home improvements, but don t have the funds readily available to fund it? Equity release can assist with a variety of financial situations. Why work with us? Referral fee - Our partners earn 1,300 on average per referral. Case tracking - Along with contacting our dedicated team, you can keep track of all referral cases online from the initial enquiry right through to completion. Shadowing service Partners are able to shadow our advisors on the end-to-end customer journey, giving the opportunity to gain knowledge and be in full control of the relationship. Marketing support - We can provide you with training and marketing materials to enable you to maximise your opportunities for both on and offline. Age Partnership

5 Boost your business offering for your clients If you have customers who are home-owners over the age of 55 but don t currently offer equity release as a service, you can refer your customers to us and receive market leading referral fees, paid to you within 7 days of your client s case completing with absolutely no cross-sell, ever. How the process works Step 1 Register as an introducer You will gain access to our introducers agreement online, which will allow us to register you. Step 2 Identify a client We can support you with marketing materials, enabling you to reach your desired audience. Step 3 Obtain your client s consent Once you have identified a suitable client, ensure they are happy for us to contact them. Step 4 Send us your referral Simply pass us the client s details and their preferred contact time using the referral route that suits you best. Step 5 Receive your referral fee It generally takes around 6-8 weeks for an application to complete, at which point you receive your referral fee. Age Partnership

6 This guide is intended for financial services professionals and is not for use by the general public Age Partnership Age Partnership Limited, 2200 Century Way, Thorpe Park, Leeds, LS15 8ZB #1 Financial Services Customer Experience Investors in Customers Accredited Company registered in England and Wales No VAT registration number Directly authorised by the Financial Conduct Authority (registered number ). Age Partnership