Key Retirement Solutions is to further expand Key Estate Planning, which provides a full estate planning service, incorporating will writing, which includes complex trust arrangements including IHT planning and other trusts, and Lasting Power of Attorney.
Until now this service was only provided alongside the equity release proposition for referral partners. Key Retirement Solutions is now expanding the service to accept estate planning referral’s directly to the head office team. This service will be rolled out over the coming weeks to existing and new partners.
Dean Mirfin , Key Retirement Solutions’ group director, said: “The expansion of our referral propositions are central to the continued growth and development of Key Retirement Solutions. In the past two years we have seen continued focus on the area of equity release amongst brokers who wish to share in the revenues available but who do not wish to advise in this area. The same is also true of estate planning. We have in place a simple referral process which now includes a slick and speedy equity release calculator for advisers to use to find out what a referred client could potentially borrow and this has greatly improved conversion rates.
