Prefer to referRefer your client - retain your relationship
If you don't have the relevant qualifications, or if a case is perhaps below your minimum threshold, you can still help your clients with a lifetime mortgage.
You can refer your client to The Retirement Lending Advisers (TRLA). TRLA are equity release experts. They're not part of Legal & General, they're a separate company who only sell our Lifetime Mortgage products. Their lifetime mortgage specialists will review your client’s circumstances and advise whether a lifetime mortgage is suitable, and the most suitable product; based on their individual needs.
The Retirement Lending Advisers Limited is an appointed representative of Key Retirement Solutions Limited. Key Retirement Solutions Limited is authorised and regulated by the Financial Conduct Authority.
You’ll keep your client relationship, safe in the knowledge that you’ve been able to provide a complete solution.
0808 252 4550
Monday to Friday, 9am to 5.30pm.
Call charges will vary. Calls may be monitored and recorded.
PDF file: Starting to advise on lifetime mortgages Q0055547 PDF size: 2.4MB
PDF file: Client Guide to Lifetime Mortgages Q0055043 PDF size: 1.3MB
PDF file: Lifetime Mortgages - All you need to know Q0054380 PDF size: 3.7MB