Helpful resources
Our document library
Our document library has all of our most frequently used documents and brochures in one place. If you can’t find the information you need, please call our Business Development Team on 01752 858 222 .
Marketing materials
We’ve created a selection of practical, professional resources to help you build trust with clients and grow your business. From eye-catching posters to client-friendly guides and social media tips, everything is designed to make your conversations easier and your profile stronger.
Want to get started? Contact your Business Development Manager to find out more.
Print assets
Customer guides, flyers and roller banners
Digital assets
Social media content templates
Educational materials
“How-tos” and marketing guides
Case studies
Our case studies demonstrate how equity release can help clients achieve their goals. Use them as inspiration, to build client understanding, or to bring your conversations to life with relatable examples.
Julia's story
Find out how Julia maintained financial resilience after losing her partner.
Download / ViewThe Smith's story
Discover how this family used equity release to fund their son's care.
Download / ViewJohn's story
Learn more about how equity release can work as a tool for asset-rich clients to make the most of their assets.
Download / ViewCosts of equity release estimator
Use our cost of equity release estimator to get an idea of how making repayments could reduce the roll-up of interest for your customer.
If you have a question about the results provided, you can contact our Business Development Team on 01752 858 222.
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