Work with us

Grow your business by joining Equity Release Works as a Registered Introducer. By introducing to us you could help your clients unlock the financial potential in their home.

Gold-standard advice

Our advisers are hand-picked for their expertise and industry knowledge.

Hassle-free introductions

Online portal for quick and easy introductions and case tracking.

Risk free

All compliance and insurance is covered by us.

Introduce clients with confidence

Do you have clients who could benefit from a cash boost in later life? An equity release plan could enable them to unlock the financial potential in their home to spend how they wish. Introduce them to us for specialist whole-of-market advice and in return you’ll earn an introducer fee for each completed case.

Grow your business with equity release - A guide for introducers

Read

Packed full of information about the equity release market, us and how we can successfully work together.

Download guide
Register to introduce equity release cases

Register

Complete our Business Due Diligence document and Introducer Agreement online in just a few minutes.

Register today
Refer equity release cases to us

Introduce

It’s quick and easy to submit a referral via our bespoke introducer portal. All we need is a few client details.

Introduce now

Is your client eligible?

To qualify for an equity release plan your client must be:

  • Over 55 years of age (both if in couple).
  • Own and live in a UK property worth at least £70,000.
  • Looking to borrow a maximum of 55% of their property value.
  • Able to pay off any outstanding mortgage with the amount released.

Eligibility calculator

Reasons to introduce to us

No cross sell

We respect the relationship you have with your clients which is why we never cross-sell or up-sell.

Competitive introducer fees

You’ll get paid 25% of the fee that we receive from the lender for every completed case that you introduce to us – an average of £750 based Q3 2021 figures.

Quick and easy introductions

Your time is precious which is why we’ve made our introducer process as quick and easy as possible.

Online case tracking

Staying fully informed throughout the process couldn’t be easier with our online case tracking portal.

Whole-of-market

Being truly independent means we can access plans from the whole market to find the best one.

Treat your clients well

Your client will get gold-standard advice from an expert in this market to ensure the best outcome.

A step by step guide to our process

Your clients (and you) are in safe hands with our simple 5-step process…

Introduce

Simply give us a few details about your client.

Advise

We’ll advise them if equity release is right for them.

Recommend

If they want to proceed we’ll recommend the best plan.

Release

Following a satisfactory survey the funds will be released.

Earn

You will earn 25% of the proc fee on completion of the plan.

Not an Introducer?

This part of the site is for Introducers only and is not intended for use by the general public. If you are a customer please click here to go back to the main site.

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