The new referral system will comprise a panel of equity release specialists and provide additional income via referral for advisers. The first two firms to join the panel are Age Partnership and Key Retirement Solutions. Both Age Partnership and Key Retirement Solutions source from the whole of the market and have won awards for their service from industry and consumer groups.
The TrigoldCrystal equity release system allows intermediaries to source and select equity release products using a ‘benefits driven’ sourcing engine. Starting with a client lifestyle questionnaire, the equity release advice system provides advisers with a system which bases product selection on personal requirements not just cost. As, however, many advisers are new to the emerging equity release market and do not have the requisite qualifications, this new referral option means that advisers can still help potential equity release clients and do not have to turn away business.
David Aylmer, marketing director at TrigoldCrystal said: “We are very pleased to be launching with two such strong names in the equity release market. Now we have an option for our clients to work either directly with their clients or closely with one of our partners; no adviser now has to ignore this important sector of the mortgage market.
“We look forward to announcing new partners soon to work alongside Age Partnership and Key Retirement Solutions to assist our clients with their Equity Release cases.”
