Age Partnership
Age Partnership

Age Partnership

PMS have teamed up with the UK’s #1 equity release advisor, Age Partnership, to provide a referral service. Age Partnership have won numerous awards over the last 19 years and have been independently ranked #1 in Financial Services for customer experience by Investors In Customers, so you can be sure your clients are in good hands.

Proc Fees

Proc fee dependent on lender and product. Call Age Partnership directly.

Key Features

PMS-Tick.png Access to a multi award winning equity release service.


PMS-Tick.png Exclusive and preferential rates from leading lenders.


PMS-Tick.png No cross sell to your clients without your permission.


PMS-Tick.png Earn yourself an average commission of £2,000 per referral.

Life really can get better with Age.

Age Partnership are retirement income specialists, providing referral services for professionals who wish to offer their clients a wider range of retirement options.

Help your clients release equity from their home.

Through Age Partnership’s equity release referral service, your clients who are homeowners aged 55 and over could release the money tied up in their home. With full UK coverage, Age Partnership can speak with your clients over the phone or face-to-face to find out if equity release could be right for them.

Holistic approach.

Age Partnership can support your client’s equity release needs as well as talking through their later life options, and will only ever recommend equity release if it’s the right solution for their circumstances.

Age Partnership additionally offer other services including;

Equity Release Switching Service

If your client has an existing equity release plan, Age Partnership could review their plan to find out if they could benefit from switching to a better deal for their individual circumstances. Plus, they could find out if they could release more money from their home.

Pensions and Retirement Planning

Whatever stage your clients are at in their retirement journey, Age Partnership can help them make the most of their pension by offering a range of solutions including lifetime annuities, fixed term annuities, drawdown and blended solutions.

Lasting Power of Attorney and Wills

Age Partnership can help your clients arrange a Lasting Power of Attorney just in case it’s needed in the future, or write a Will to ensure their wishes are carried out.

Mortgage and Retirement Interest Only

We can find a tailored solution for customers looking to move house, reduce current monthly more.