The benefits
Benefits to you
- We can help you to retain customer loyalty by providing a service to meet your clients' equity release needs, and we guarantee there is no cross-selling
- Our paid referral service provides you with a payment of 40% of the commission when each customer completes a plan
- Our specialist independent advisers have an in-depth knowledge of equity release, search the entire market for each customer, and are able to provide exclusive offers
- Dedicated customer services specialists to guide you and your customers through each step of the process
- Straightforward and secure on-line referral system and regular email updates on your cases
- Quality specialist advice from fully qualified and trained advisers. We remain 100% responsible for all advice we provide, with full PI cover and a dedicated department to handle compliance issues
- Key Partnerships Plus service to help you target and generate new equity release business from your existing client base
To start referring your clients to the independent equity release specialists register your details now.
"As soon as I sent the relevant details I was given a very clear process with timescales, the updates were regular. The process was very slick. I was very impressed and the payment was bang on time."
Mark Pender of Mortgage Mentor Limited
"I was delighted with the service. It was speedy. Key Partnerships was prepared to contact the client directly after we informed them that they would call and the information they provided was readily understandable. Feedback to us from the clients was very positive. Feedback and updates from Key Partnerships was also excellent, and regular, keeping me constantly up to date. I have been very pleased with the service."
Damien Paterson of Paterson Financial Planning Limited (Scotland)
Benefits to your customers
- Every customer is unique and our personal service has been developed with this in mind
- We are regulated by the FSA and are the only independent adviser that is a member of SHIP. We only recommend SHIP approved plans
- Your customers have the choice of receiving a tax-free cash lump sum or an income, to spend in any way they choose
- Customers are offered a free initial consultation with no obligation to proceed so that they can get some personalised facts and figures
- We provide an award winning service. We were voted Equity Release IFA of the Year and Best Equity Release Mortgage Broker for the last two years running, and have won a total of eleven awards over the past two years.
To find out more about paid referrals to the independent equity release specialists login or register your details now.
