Pure Retirement has launched a suite of introducer-focused resources aimed at helping advisers expand their reach within the later life lending market.
The lifetime mortgage lender has added a series of white label materials to its Marketing Toolkit, available free to registered advisers and designed to be tailored to individual firm branding.
The latest additions are intended to support advisers in building introducer relationships, improving communication and widening access to later life lending solutions.
They include templates for introductory letters and emails, presentation materials explaining equity release and commission structures, referral cards and social media content based on client testimonials.
CONTINUED TOOLKIT EXPANSION
The new materials follow a broader update to the toolkit in February, when Pure Retirement introduced client-facing guides covering topics such as involving family members in decisions, power of attorney and how interest rates are calculated.
Additional business development resources were also included, such as pre-built marketing campaigns, guidance on producing newsletters and advice on networking to generate new leads.
Scott Burman, head of distribution at Pure Retirement, said: “We hope that these assets will help expand the later life lending market, while also delivering best outcomes for consumers, given that the foundations for future later life market development are built on maximising opportunities across the wider financial services sector.
“With 10 years of expertise in delivering support to advisers via our Marketing Toolkit, we aim to strengthen referral partnerships between those operating in the market already and appropriate stakeholders (such as mortgage advisers, solicitors, wealth managers, and accountants), and helping to ensure that effective communication takes place to enable consumers to find the right solution to achieve their financial goals, and to create smooth client transition to receive the appropriate expertise and guidance if a lifetime mortgage is the right solution for them.”
The lender said the latest update reflects ongoing efforts to support advisers in developing referral networks and improving engagement with both introducers and clients in a growing later life lending market.
