Key Advice adopts Air platform for later life lending services

The move will enable advisers to leverage Air's sourcing capabilities

Key Advice adopts Air platform for later life lending services

Later life lending adviser Key Advice is set to implement the Air platform across its adviser network, starting at the end of August.

The rollout will involve all advisers from Key Later Life Finance and The Equity Release Experts (TERE), using the platform to enhance their advice services.

The move will enable advisers to leverage Air’s sourcing capabilities, as well as tools such as the Write Route fact find, Later Life Navigator, and suitability reports.

Prior to this transition, Key Advice relied on a proprietary advice platform, developed in-house, to support product sourcing, customer fact-finding, and suitability report production. The shift to Air represents a strategic upgrade, with the platform being customised to align with Key’s advice philosophy and approach.

This initiative is part of Key Group’s broader strategy to position Air as the most comprehensive platform for advisers working in the later life lending sector. The investment in Air technology, along with its Air Academy training, is designed to benefit Key’s advisers as well as the wider market, enabling safe and compliant business growth in an evolving sector.

“We are delighted to be joining the extensive community of advisers already benefitting from the Air platform,” said Chris Bibby (pictured left), managing director of Key Advice. “By using Air sourcing and the ever-growing suite of tools and services for advisers, we will be equipping our advisers with the best technology and support in the market.

“Our revised advice philosophy, post-Consumer Duty, is well supported within the Air platform. As the later life lending market evolves, Air is perfectly placed to enable advisers to have the right conversations with customers to deliver the best possible outcomes.”

Paul Glynn (pictured right), chief executive of Air, welcomed Key and TERE advisers onto the platform, joining over 9,000 existing members.

“We have always worked closely with specialist later life lending advisers across the sector but increasingly, our community includes advisers covering the mainstream part of the mortgage market as well as generalist IFAs and wealth managers as lending into later life becomes a normalised part of retirement planning,” Glynn said.

“We look forward to collaborating with all our members, our lender partners, and other ambassadors to evolve our services and ultimately support them in providing good customer outcomes for their clients.”

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