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Our Services

We offer our associates access to a bespoke mix of services to support their equity release businesses, starting with transparent and consistently applied advice standards as the foundation of everything we do.

Intuitive Tech

You’ll have access to our intuitive Presenter software and market-leading sourcing systems to support you in giving the best advice to your customers.

Protecting you and your customers

We provide gold-standard compliance oversight for our associates, including training, to protect you in a complicated and highly regulated industry. Our FCA-aligned compliance processes mean that you can be safe in the knowledge that we’ll support you to provide the right advice to your clients, first time, every time.

Collaborative culture

You’ll receive regular market updates and have a chance to share best practice with other Associates via our monthly forums.

Commercial support and guidance

Associates have access to pre-prepared but customisable marketing material that incorporates over a decade of experience; as well as support and guidance from our collaborative marketing team that will help you attract enquiries in your local area.

Autonomy and empowerment

Your business is just that – yours. Whilst Associates are expected to adhere to the high standards of conduct and customer experience that are synonymous with the ERA kite mark, we offer a highly flexible support package that is tailored to your needs, ranging from administrative support to quality marketing and print solutions.

Access to preferential plans

As part of the Age Partnership Group, we can offer you access to preferential plans, so you and your customers will benefit from being part of the UK’s number one whole-of-market equity release advice group.