The bespoke toolkit allows advisers to utilise the lender’s marketing team in creating and producing tailored marketing materials from events banners and flyers through to case studies and bespoke email builds, all in the style of the adviser’s branding and specific call to action.
The latest updates have added a quarterly report to the toolkit portfolio. The overviews are designed to be single-point reference resource for advisers, with trends and studies from the previous three months regarding demographic trends, customer behaviour changes, and market developments in a single document.
The reports are free to access, and the two available issues include videos of senior communications and editorial executive Gareth Ware and CEO Paul Carter discussing the report’s findings, with more episodes planned.
Ware said: “We’re hoping it’ll give advisers an additional tool to improve understanding and be a point of discussion. We hope it gives people a convenient, easy access tool to go and look at and just see what the latest market trends are. And it can impact how they approach prospective customers going forward.
“Not everyone has the time to be sifting through Google alerts day in, day out. We’re trying to create something that gives them an information bank they might not otherwise necessarily be able to spend hours sifting through.”
In addition, Pure Retirement recently created a pair of white label presentations for use by advisers. The presentations are designed to be customised to feature the logos and contact details of those who wish to use them and are available in both customer-facing and introducer-facing versions, giving advisers an effective resource to communicate the salient points of later life lending and lifetime mortgages.
Carter added: “As a company dedicated to helping advisers make the most of the opportunities the later life sector has to offer, it’s incredibly satisfying to continually develop our available resources and help them best reach their audiences.”