News & Views

Key Partnerships: Annual Survey - the results are in

Retirement update for Financial Advisers & Paraplanners

17 Jan 2019

Key Partnerships: Annual Survey - the results are in

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. 

  • 94% of respondents who have used our portal find it easy to submit a referral online.

If you have an established relationship with an adviser please continue to submit referrals though them - if not, register here.

  • 86% of respondents agree that Key Partnerships provides them with the help they need to confidently discuss the idea of equity release with their clients.

If you would like more support to help you discuss equity release with your clients, contact your Partnership Account Manager (PAM) here.

  • 86% of respondents are very likely to recommend Key Partnerships.  They think that we stand out from the competition because of our:
    • Service to introducers
    • Service to customers
    • Whole of market proposition
    • Reputation in the market
    • Relationships with Key advisers

 Register here or request a call back from your PAM for more information about referring.

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:

  • On Demand Webinars

We have a range of webinars and videos planned to help you spot equity release leads, understand the uses and target clients.

  • Retirement Funding Tool

We will be launching a brand new tool which will help you to position equity release with your clients.

  • Marketing Hub

We are developing a suite of marketing literature available for you to use.

  • New Portal

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. 

Refer now »

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