Referral Service

Welcome to the Equity Release referral service - ideal for those financial intermediaries who are not active in the equity release market but wish to benefit from doing what’s right for their customer.

Whether you have chosen not to advise on equity release or are not qualified to do so, we have developed this service to enable you to take advantage of this growing market. To allow you to provide a more complete service to your clients, we have teamed up with Just Retirement Solutions Limited (JRS) to offer the Equity Release Referral Service.

Service Summary:

  • gives specialist financial advice solely on equity release and delivers a customer-focused competitive selected provider proposition which is based upon the solid foundation of a genuine and deep understanding of customer needs.
  • provides a simple process for advisers to give their clients access to a competitive equity release service, which is provided by qualified and experienced advisers focusing solely on equity release and will not cross sell other products.

So if you have clients who are over the age of 55, own their own home and want to improve their financial position in retirement, equity release could be the ideal solution for them.
Click here to submit a referral.   

Useful Links How does it work   
Find out how your clients benefit   

ER Toolkit

 

Questions