Who are Age Partnership?

Age Partnership is one of the UK's leading retirement specialists. We are an independent service provider, specialising in financial advice for the over-55 market. As the UK’s number one equity release advisor1, we are proud to help homeowners release the money tied up in their home as tax-free cash, enabling them to enjoy the retirement they deserve.

Through Age Partnership, partners are able to offer equity release as an option to their clients that have objectives that cannot be met with their own savings. We offer a whole-of-market service, with access to preferential rates and terms not available elsewhere, ensuring your clients receive the plan to best suit their needs.

By using our referral service, our partners receive market-leading commissions paid within 7 days of a client’s case completing – average fee earned £1300.

 

Our service

We have won numerous industry awards over the years, but we are very proud of the fact that this year we were independently awarded the highest possible rating of ‘Gold’ by Investor in Customers (IIC), our sixth consecutive IIC award.

With over 4,500 reviews on Trustpilot and a rating of ‘excellent’, you can rest assured that your clients are in good hands, obtaining some of the best lifetime mortgage rates available and high levels of customer satisfaction.

 

How do I refer?

  1. Register as an introducer

     You will gain access to our introducer’s agreement online, which will allow us to register you.

  1. Identify a client

     We can support you with marketing materials, enabling you to reach your desired audience.

  1. Obtain your client’s consent

     Once you have identified a suitable client, ensure they are happy for us to contact them.

  1. Send us your referral

     Simply pass us the client’s details and their preferred contact time using the referral route that suits you best.

  1. Receive updates directly from the advisors

    We will keep you updated on the progression of your client’s case.

  1. Receive your referral fee

    It generally takes around 6-8 weeks for an application to complete, at which point you will receive your referral fee.

 

1Source: Touchstone data number of equity release plans Jan-Sep 2018.
Age Partnership

Contact us

If you would like to start referring your clients over to us or just simply want to speak to us regarding our service, call us on Freephone 0800 464 0236, or email us at paradigm@agepartnership.com.

 

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