The toolkit, which is available free to registered advisers, is designed to help equity release advisers build relationships with third-party introducers. It includes resources that can be fully personalised to include the name of the firm and the adviser.
Scott Burman (pictured), Pure Retirement’s head of distribution, said the launch was designed to simplify the outreach process and maximise networking opportunities for advisers.
“We hope that these assets will help expand the later life lending market, while also delivering best outcomes for consumers, given that the more informed the adviser and introducer are, the better the service provided,” he added.
The kit includes engagement templates, featuring professional introductory letters and email drafts to connect with prospective introducers, as well as a dedicated presentation template explaining equity release mechanics and commission structures.
There are also introducer-facing referral cards and social media testimonial templates for digital marketing.
Aldermore Insights with Jon Cooper: Edition 9 – Why lending strategy is becoming more central in buy to let
Sponsored by Aldermore
In February, Pure Retirement introduced a range of client-facing guides covering complex topics such as power of attorney, the impact of interest rates, and involving family members in the decision-making process.
Competition in booming market
The move follows the launch of a similar toolkit by More2life last month. 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.
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.
