17 Jan 2019
Thank you to everyone who completed our Annual Introducer Survey. Your feedback is extremely valuable and will help shape our service, proposition and communications going forward.
Take a look at some of the key findings below.
If you have an established relationship with an adviser please continue to submit referrals though them - if not, register here.
If you would like more support to help you discuss equity release with your clients, contact your Partnership Account Manager (PAM) here.
Source: Key Partnerships Introducer Survey 2018.
Updates to look out for in 2019
We have lots planned for 2019 to help you promote equity release to your clients and refer cases online. Some of the big updates to look forward to are:
We have a range of webinars and videos planned to help you spot equity release leads, understand the uses and target clients.
We will be launching a brand new tool which will help you to position equity release with your clients.
We are developing a suite of marketing literature available for you to use.
Based on your feedback, we're updating our website and portal which will help make the referral process even easier.
Refer and earn uncapped commission
The average payaway per completed case in 2019 was £1,483
It couldn't be easier - submit the name, address and contact number for your client and we take care of the rest.