Key Partnerships - your equity release referral partner
Have you got clients who are homeowners aged 55 or over?
Homeowners over the age of 55 are using their housing wealth to support their finances in later life. Working with Key Partnerships allows you to refer your clients for equity release advice for the holistic advice they need.
Key Partnerships provide a robust referral process that enables you to broaden your proposition to include equity release without the need for you to advise or take on the compliance responsibility. With over 20 years of experience and a whole-of-market advice proposition, we are the UK's market leading referral service.
Why choose Key Partnerships?
- Trust the experts – We provide whole-of-market advice, through our specialist advisers with The Equity Release Experts and we’ve made it our business to know the market inside and out so you can feel safe in recommending equity release to your client.
- Going the extra mile – we offer a simple, transparent process geared to give you control while we take the strain so that you can focus on giving your client the best experience
- Risk and hassle free – we take a 100% of the compliance risk, so you can simply refer your client and monitor their progress through our dedicated portal 24/7. We just need their name, address and contact number to get started
- Additional income stream – for every case that completes, Paradigm advisers will benefit from an average referral payment of £1,766* and will be kept posted every step of the way
- Extensive Training Resources – we also provide CII accredited webinars, as well as hands on support from our dedicated account managers alongside a direct adviser to adviser relationship
- Dedicated Support – bespoke online sales tools, calculators and marketing support to help Paradigm advisers promote equity release
* Average referral payment across the UK in 2020
Referring your client couldn't be easier
Key Partnerships have your client’s best interests at heart and with our simple, transparent process geared towards you, you can rest assured that your client is in good hands.
You can submit referrals 24/7 via the Key Partnerships online portal, or contact us on the information below with your client’s name, address and contact details and we take care of the rest – it’s that simple.
Tele: 0800 138 1663
Email: [email protected]
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