Becoming a Referral Customer

We know that when you refer friends & family, your reputation is on the line & confidentiality is paramount. That's why referring equity release business to is the best decision you could make this year!


Not only do we provide reassurance, but we will ensure the person referred receives quality independent equity release advice of the highest standard. Our recommended equity release advisers have all been sourced & selected based on their experience & track record & have proved they meet the SHIP equity release standards we set.


Earn extra income by sending us referrals
Should the person you referred proceed to completion of an equity release application, then will pay a referral fee of £100* directly to your nominated bank account. There is no limit to the number of equity release referrals made, so remember the more you refer, the more you earn!


Simply send us the details, we'll do the rest
You can provide the details of any friend or family member who has shown an interest in equity release schemes. We provide two delivery formats which can be either by calling FREEPHONE 0800 678 5159, or by completing the instruction form opposite.

With your permission, the equity release adviser will then make contact to introduce themselves. The equity release advice can either be completed quickly over the telephone or by making a mutually convenient appointment at their home address, whichever suits best.

No matter which route is taken, you can be assured that the person referred will be dealt with professionally & provided with the best equity release advice possible.

Please complete the details opposite to tell your family & friends about the equity release referral service.









Please call 0800 678 5159 should you have any questions.


*Please note your payment will be made upon completion of the equity release application which can take approximately 6-8 weeks.


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These are lifetime mortgage & home reversion plans. To understand the risk & features of these plans, request a personalised Key Facts Illustration. helps you to compare and arrange equity release schemes from the whole of the equity release market:

Aviva | Bridgewater | Hodge Lifetime | Just Retirement | LV= | more2life | One Family | Retirement Advantage | Pure Retirement L&G Crown