Supporting your customers during Coronavirus
Age Partnership's equity release referral service is operating business as usual over the phone and via video call to help your customers access the money tied up in their homes. Details of their commitment to you during this time can be found here.
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, 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 of £1,200 on average, paid within seven days of your client’s case completing.
We have won numerous industry awards over the years, but we are most proud of the fact that this year we were independently awarded the highest possible rating of ‘Gold’ by Investor in Customers (IIC) for the seventh year running.
With over 5,500 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. Register online now.
2. Identify a client
We can support you with marketing materials, enabling you to reach your desired audience.
3. Obtain your client’s consent
Once you have identified a suitable client, ensure they are happy for us to contact them.
4. Send us your referral
Simply pass us the client’s details and their preferred contact time using the referral route that suits you best.
5. Receive updates directly from the advisors
We will keep you updated on the progression of your client’s case.
6. 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 18 - Jun 2019.