More2life has launched a new Growth Toolkit aimed at helping later life advisers establish stronger referral relationships and generate new business opportunities.
The later life lender said the initiative is designed to support specialist advisers in building connections with other professionals, including mortgage brokers, financial advisers, solicitors, estate agents and wealth managers.
The Growth Toolkit provides step-by-step campaign guidance alongside a suite of customisable marketing materials, such as referral flyers, direct mail templates and email outreach content.
Advisers can use the resources to introduce their services to potential introducers who may encounter later life lending needs but do not offer that advice themselves, with the aim of creating sustainable referral pipelines.
The lender said the toolkit is structured to guide advisers through identifying potential introducers, starting conversations and developing long-term professional relationships that can deliver a steady flow of referrals.
More2life said the launch reflects a growing need for collaboration across the advice market, as more homeowners look to access property wealth later in life.
It added that improved referral networks could help ensure more customers are directed to appropriate advice on lifetime mortgages and other later life lending products.
The Growth Toolkit forms part of the lender’s wider strategy to support advisers and the development of the later life lending market as demand for property wealth solutions increases.
Dave Harris, chief executive at more2life, said: “Later life lending is moving rapidly from niche to norm, and as this happens, it’s vital advisers across the market are able to work together to ensure customers receive the support and solutions they need.
“Many advisers will encounter clients who could benefit from exploring their property wealth, but may not be specialists in lifetime mortgages, or wider later life lending advice themselves. Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.
“Our Growth Toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.
“Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth.”
