Age Partnership
Introduction
TMA have teamed up an equity release advisor, Age Partnership, to provide a referral service to its members.
Age Partnership have been providing later life financial services for over 19 years, and have won numerous awards for the quality of their service in that time. They have also been ranked #1 in Financial Services for customer experience, as independently accredited by Investors In Customers, so you can be sure your clients are in safe hands.
Help your clients release equity from their home
Through Age Partnership’s equity release referral service, your clients who are homeowners aged 55 and over could release the money tied up in their home. With full UK coverage, Age Partnership can speak with your clients over the phone or face-to-face to find out if equity release could be right for them.
Holistic approach
Age Partnership won’t cross sell to your clients without your permission first, however they can support your client’s equity release needs as well as talking through their later life options, and will only ever recommend equity release if it’s the right solution for their circumstances.
Key Features:
- Award winning equity release service.
- Access to exclusive plans and rates from leading lenders.
- Face-to-face client visits across the UK
- Free personalised marketing tools such as leaflets, posters and flyers.
- No risk to you, as Age Partnership assume all regulatory responsibility.
Age Partnership additionally offer other services including;
Equity Release Switching Service
If your client has an existing equity release plan, Age Partnership could review their plan to find out if they could benefit from switching to a better deal for their individual circumstances. Plus, they could find out if they could release more money from their home.
Pensions and Retirement Planning
Whatever stage your clients are at in their retirement journey, Age Partnership can help them make the most of their pension by offering a range of solutions including lifetime annuities, fixed term annuities, drawdown and blended solutions.
Lasting Power of Attorney and Wills
Age Partnership can help your clients arrange a Lasting Power of Attorney just in case it’s needed in the future, or write a Will to ensure their wishes are carried out.
Mortgage and Retirement Interest Only
We can find a tailored solution for customers looking to move house, reduce current monthly more.
We can find a tailored solution for customers looking to move house, reduce current monthly mortgage repayments, borrow more money or simply amend their mortgage term.
Registration Process:
Registration is quick and easy and can be done here or you can call them on 0800 4640 239. Once you have signed up you will get access to their online portal and free marketing tools.
Contact details:
Contact your dedicated TMA business development team at Age Partnership:
Tel: 0800 4640 239
Email: TMA@agepartnership.com
Get in touch with us today.
Need criteria support? Contact the experts on our Broker Support Team.
