Using TrigoldCrystal’s equity release sourcing system, intermediaries have the choice to use the sourcing facility and undertake a compliant advisory sale by searching for the most suitable product based upon the client needs and preferences or they can choose to just refer the case to one of the referral panel of independent specialists.
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, and allows direct, online submission of applications.
David Aylmer, marketing director at TrigoldCrystal, says: “We are pleased to welcome Key Retirement Solutions on board our Equity Release platform, We continue to develop our offerings to the market place. This new initiative allows brokers to earn from cases where they may otherwise not be able to, and with Key Retirement Services offering 50% of the proc fee to the referrer this really is a good deal for brokers.”
Dean Mirfin, group director at Key Retirement Solutions, says: “This is an important step in ensuring that advisers have a straight through referral process to us. The launch with TrigoldCrystal enables users to easily access our services to ensure that their referred clients receive the very best service, and importantly access to high levels of procuration fee share.
“Key Retirement Solutions are the only equity release adviser whose training programme has been accredited by the IFS School of Finance, giving our referral partners the added confidence of working with us, in addition to our market leading exclusives and commission terms.”