The toolkit includes ready-to-use marketing materials that specialist later life financial advisers can use to connect with mortgage brokers, other advisers, solicitors, estate agents and wealth managers.
Dave Harris, More2life’s CEO, said later life lending is “moving rapidly from niche to norm” and that the toolkit will help advisers across the market to work together.
Building relationships
Harris said advisers seeing older clients will often come across those who could benefit from exploring financial solutions using their property wealth. However, if they are not specialists in the lifetime mortgage area, they might not know how to facilitate this.
He added: “Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.
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“Our Growth Toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.
“Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth.”
Growth in the market
The equity release market is growing as more people use the equity from their homes to fund retirement.
The most recent figures from the Equity Release Council (ERC) show that the equity release market grew 11% in 2025.
Total annual lending increased from £2.3bn in 2024 to £2.57bn in 2025.
Lifetime mortgages make up more than 99% of the market. These mortgages let people borrow against their homes without making repayments unless they choose to. The interest owed on the loan is added to the balance and is paid when the customer dies or goes into long-term care and the property is sold.
