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Resources to help you build your business

Helping you understand equity release, see the opportunities and discuss it with your clients

Sales tools - to break down barriers

We’ve created a range of tools so you can introduce the topic of equity release to your clients with confidence. From our simple calculator to see how much your client could release to assessing the impact of a loan on the equity they have in their home, we make it easy.

Customer eligibility checker

See if your client is likely to qualify for equity release and how much they may be able to borrow

Referral payment calculator

See how much you could earn from a referral

Remaining equity calculator

See how your clients equity is affected

Retirement funding tool

The complete guide to highlighting your clients assets when considering later life finances.
Page last updated: Thursday 16 September 2021