As property wealth becomes more central to retirement planning conversations, it’s increasingly important that your clients are aware of all the options available to them. That’s why a whole-of-market equity release referral service is crucial in helping them find the right plan for their circumstances.
According to Age Partnership’s recent research, a vast number of clients did not understand the difference between tied and whole-of-market advice before they released equity from their home1.
This means that many clients may be unknowingly choosing a service which can only offer them access to a restricted range of plans – possibly limited to only one lender – meaning they miss out on features that could better suit their needs or even save them money over the life of the plan.
How can Age Partnership help?
Through Age Partnership’s equity release referral service, your clients can get access to the widest range of options, whilst you can earn yourself commission for every referral.