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How to spot equity release referral opportunities


When equity release isn’t your core business it can be difficult to see the opportunities. Sitting in your client bank right now there will be people who could really benefit. Key Retirement can help you find them.

Grow your business with Key Partnerships – the equity release referral service

Book a quick call with an Account Manager today. They can help you to highlight potential opportunities specific to your business and answer your questions.

Client opportunities. Sound familiar?

Bank of mum & dad

First and second-time buyers could benefit from a gift to help them along the property ladder


Biggest asset

Your client’s home is probably their biggest asset. Could it help boost their finances in retirement?


Splitting equity in divorce

Equity release can be used as part of the solution to split assets if one party wants to remain in their current home


Interest-only mortgage

Equity release can be an interest-only mortgage repayment solution

They offer marketing support too

Age Partnership have joined forces with finance marketing guru, Phil Calvert, to bring you a webinar exclusive.

Packed with tips on how to grow your business, build your brand and use online tools to their full potential, it’s a must-see for financial advisers and available on-demand today.



Marketing must-haves for financial advisers in 2020 and beyond.

Referring is really simple…

  1. You refer
  2. We chat to your client
  3. We advise your client
  4. You earn

It’s so easy to refer, all we need is your client’s name, age and contact details and we take care of the rest.

Start referring today…