How to deliver value to your clients

How to deliver value to your clients

We understand that to provide a valuable service, you need to put your clients’ needs first. If you fail to provide value, clients won’t take interest in what you have to offer, and this might cause difficulties when growing your business.

To help you with bringing greater value to your client interactions, we offer reliable assistance across all areas of your business.

How do we help you?

By working with us, you can take advantage of:

Educational resources and materials

Available through your BDM, we offer a range of educational and marketing resources that can help your clients to learn more about the equity release industry. We also support with developing your client relationships, new and old, and with making business connections.

Alongside various informative guides, your BDM will be able to provide a range of exclusive digital and print materials to support your business growth.

A trusted brand

From insurance to pensions and other retirement planning tools, Royal London provides various solutions across the later life market to help customers build financial resilience. As a household name, you can be confident that you are presenting a leading lender to your clients.

Our excellent product range

Suitable for clients across England, Wales and Scotland, we currently offer 3 distinct products designed to meet your clients’ needs.

Your clients’ can also access exclusive reduced rates on our Premier product now available for 2025. If this solution is right for your clients, you can benefit from the support of our Premier Concierge Service, who will expertly guide your case to completion.

Consistent adviser support

We understand how important it is to feel supported and able to reach out to someone if you have any questions. That’s why we have three excellent teams, who are dedicated to making your job easier. Meet our:

Business Development Team:

If you have any questions about our products or our service, get in contact with your local BDM:

• Lindsey Hudson is the BDM for the North, including Northern England and Scotland
• Inken Franklin is the BDM for the West of England
• Lisa Windley is their Sales Development Manager and your BDM for the East of England

Sarah Yetton, a vital member of our Adviser Support Team, explains how her role helps advisers like you:

“I love being able to offer a personalised service and achieving exceptional outcomes in the face of complexity and obstacles. For me, ensuring the right outcome is key!”

Our Adviser Support Team are here to get cases through to completion, even if your case is complex or needs more time.

Underwriting Team:

If you want to enquire about an active case, you can direct any queries to our Underwriting Team, who will be able to explain our flexible underwriting

Any questions?

If you want to know more about these resources discussed or have any questions about our products and services, please call our Business Development Team on 01752 858 222 and select option 1 or email bdteam@royallondonequityrelease.com.