Becoming a Referral Partner

We understand when referring a client your reputation is on the line & the whole client experience can reflect on you. That's why referring equity release clients to could be the best business decision you could make.

So, if you are looking to create additional business income & have no time or expertise in the field of equity release, then why not refer to! have equity release advisers who are independent & meet industry standards laid down by the Equity Release Council (formerly SHIP - Safe Home Income Plans). 
We have experience of offering expertise & professional services to clients of the following: -


  • IFA’s
  • Mortgage Advisers,
  • Solicitors
  • Accountants
  • General Insurance Brokers


    Our equity release referral service will complement the personal services you already provide to your clients. You are also protected by our no cross selling guarantee for any other financial products.


    Earn extra commission by referring your clients
    *50% of the commission we receive on a referred equity release case is payable to YOU!
    From experience this can be in excess of £1200 per case, so why not start referring now?


    Advantages of referring clients to

    • Increase business revenues from your clients – 50% of the commission generated
    • Your clients will have access to market leading equity release deals
    • All compliance matters are the responsibility of the equity release adviser
    • We work closely with yourself & the client providing updates at the key application stages
    • The guarantee that your clients will remain your clients


    How does the equity release referral service work?


    If you have an instance where you feel equity release could benefit one of your clients then either : -

    1. Call anytime on 0800 678 5159. An equity release specialist will answer your call & establish whether equity release could be of assistance to your client.
    2. Complete the on-line referral form opposite. Upon receipt, we will contact you as soon as possible to discuss your client’s requirements & when best to contact them.

    You can be rest assured your client will be contacted at the appointed time & receive advice either over the telephone or by appointment in the comfort of their home.
    If you wish to be present at the meeting & provide additional reassurance to your client then you would be more than welcome!


    Simply send us details & will do the rest









    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