Retirement Plus will contribute £1,000 per case towards a client’s legal and financial advice fees on applications received from Monday 2nd July. This offer will be valid for a limited time only.
The key features of the ‘Advice Assist Property Plan* are as follows:
· A payment of £1000 is sent to the client on completion. This is irrespective of the actual broker fee charged
· Cancel the Property Plan at any time by paying us the value of our share of the property
· Guarantees the client can leave an inheritance with a Protected Share– yet still raise the same amount of money as they would on a lifetime mortgage
The company has seen a positive market response to its products, particularly following the introduction of protected share and impaired life options. Managing director, Duncan Young said: “The launch of this product is just one part of our ongoing commitment to independent financial advice in equity release.”
“An increasing number of intermediaries now recognise the value of equity release and the part it plays in financial planning. We are very keen to support this positive trend.”
