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As you are probably aware, regulated equity release advice now represents a significant opportunity within the field of financial advice. However, unless you have invested the required time and effort to be able to provide advice yourself, you may not have a referral outlet that you can trust.
This is why PMS is pleased to have teamed up with one of the UK's leading equity release specialists, Age Partnership, to provide a referral service for its members. Age Partnership has been appointed exclusive equity release advisor to a leading UK charity for the elderly so you can rest assured that any clients you refer will receive caring, quality advice and high levels of customer service.
The key features of their services are:
- Nationwide, whole of market advice
- All advice is given by Age Partnership over the phone and by post
- Age Partnership only advise on equity release and will not cross sell other products to your clients
- As specialists, Age Partnership obtain exclusive deals from lenders for the benefit of your clients
- Age Partnership take all of the compliance risk
- You will receive 25% of Age Partnership's enhanced case value (you will average approximately £675 per completed case)
PMS members can make their equity release referrals by calling Age Partnership on 08000 890 505 or by visiting www.agepartnership.co.uk/pms.
Please click here to download Age Partnership's guide for introducers.