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 a separate company that only sells Legal & General Home Finance's 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 more holistic solution.
You can contact TRLA on 0808 252 4550.
Call charges will vary. Calls may be monitored and recorded.
Hear what our customers say about their experience with our lifetime mortgages. You can print these off, to share with your clients.