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Later Life Solutions

Brought to you by PMS in partnership with Key Group

We’ve partnered with the retirement finance experts at Key Group to bring you Later Life Solutions, so you can support your customers to make the most of their retirement.

This market-leading solution gives you access to lenders and product sourcing, later life helpdesk support and referral solutions, as well as toolkits, resources and guides. So whether you advise on equity release or you prefer to refer, there is a solution for you and your customers.

Take a look at what’s on offer and discover how Later Life Solutions can support your equity release and later life lending conversations.

Click here to see Later Life Lenders

Market monitor: Equity release performance in the UK
Quarter 1 2023

Typically, Q1 is one of the strongest quarters as people look to take a more proactive approach to their finances at the start of a new year. However, with the impact of the September 2022 mini budget continuing to reverberate within the UK property market even as inflation continues to bite, we’ve seen a far more subdued start to 2023 than normal.

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DON'T FORGET

More from PMS later life

Discover PMS’ solutions for your customers’ wider later life lending needs

Find out more

Product Sourcing

If you advise on equity release, Later Life Solutions gives you exclusive access to the award-winning Air Sourcing platform.

Go to Air Sourcing

Toolkit

Everything you need to support your conversations with your later life customers.

Explore the Toolkit

Academy

Get structured CPD and accredited training around a variety of core topics, ensuring you have a solid foundation of knowledge so you can best advise your customers.

Find out more about the Academy

Referral Options

Broaden your advice proposition with the equity release experts at Key Partnerships and, for every case that completes, you’ll get an average referral payment of £1,980.

View Referral Options

Equity Release Lenders

Get access to a whole-of-market panel which brings together nine of the leading equity release lenders, so you can offer your customers a choice from hundreds of products and flexible criteria, letting them find the right solution for them.

View Equity Release Lenders

Marketing materials

Whether you already write later life, or you’d like to expand your existing advice offering, Later Life Solutions gives you access to a series of personalised marketing materials to support your later life conversations.

View Marketing Materials

PMS Mortgage Club of the Year Finalist MI Awards 2019

Stephanie Charman -Finalist Business Leader Specialist Distributer

Later Life Solutions

Market monitor: Equity release performance in the UK
Quarter 1 2023