Age Partnership Business Partners

www.agepartnership.com

Age Partnership is one of the UK's leading retirement income specialists, providing referral services for professionals who wish to offer their clients a wider range of retirement options. As one of the most trusted names in the sector, Age Partnership provides a multi-award winning service to customers and has been awarded the highest-possible rating from Investor In Customers (IIC) for the last 6 years in succession. Age Partnership’s services to business partners include: Equity Release Referral Service - A equity release advice service with full UK coverage on both a telephone, teams and face-to-face basis. Pension Income Referral Service - A non-advised service for customers who are confident in choosing their retirement income options for themselves, or an advised service for customers who would prefer to receive a personal recommendation. Pension Transfer Specialist Referral Service - For financial advisers who don’t hold the appropriate PTS permissions for advising on Defined Benefit to Defined Contribution pension transfers, Age Partnership offers a referral service for customers with this type of scheme. Lasting Power of Attorney & Will Writing Service - A key part of our advice process and indeed a duty of care that we take very seriously is ensuring we make our customers aware of the need to have a Will in place and also the benefits of having a Lasting Power of Attorney pre-arranged just in case it’s needed. Prepaid Funeral Plan Service - A prepaid funeral plan does what savings and insurance policies can’t. It guarantees to cover the cost of the funeral services, despite the fact that these costs could continue to rise. For advisors who don't write this business, Age Partnership can offer a referral fee.

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Age Partnership is one of the UK's leading retirement income specialists, providing referral services for professionals who wish to offer their clients a wider range of retirement options. As one of the most trusted names in the sector, Age Partnership provides a multi-award winning service to customers and has been awarded the highest-possible rating from Investor In Customers (IIC) for the last 6 years in succession. Age Partnership’s services to business partners include: Equity Release Referral Service - A equity release advice service with full UK coverage on both a telephone, teams and face-to-face basis. Pension Income Referral Service - A non-advised service for customers who are confident in choosing their retirement income options for themselves, or an advised service for customers who would prefer to receive a personal recommendation. Pension Transfer Specialist Referral Service - For financial advisers who don’t hold the appropriate PTS permissions for advising on Defined Benefit to Defined Contribution pension transfers, Age Partnership offers a referral service for customers with this type of scheme. Lasting Power of Attorney & Will Writing Service - A key part of our advice process and indeed a duty of care that we take very seriously is ensuring we make our customers aware of the need to have a Will in place and also the benefits of having a Lasting Power of Attorney pre-arranged just in case it’s needed. Prepaid Funeral Plan Service - A prepaid funeral plan does what savings and insurance policies can’t. It guarantees to cover the cost of the funeral services, despite the fact that these costs could continue to rise. For advisors who don't write this business, Age Partnership can offer a referral fee.

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City (Headquarters)

Leeds

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Founded

2005

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Estimated Revenue

$10,000,000 to $50,000,000

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