Pure Retirement has expanded its Marketing Toolkit with a new suite of introducer-facing resources, aimed at helping advisers grow their networks and drive expansion.
The new white-label materials, available free to registered advisers, can be personalised to individual firms and are designed to support outreach to professional introducers.
Resources include templates for introductory emails and letters, presentation materials explaining equity release and commission structures, as well as referral cards and social media content.
The additions build on a broader set of tools introduced earlier this year, including client education guides on topics such as power of attorney and interest rates, alongside marketing support such as campaign templates and guidance on newsletters and networking.
Scott Burman (pictured), head of distribution at Pure Retirement, said: “We hope that these assets will help expand the later life lending market, while also delivering best outcomes for consumers, given that the foundations for future later life market development are built on maximising opportunities across the wider financial services sector.
“With ten years of expertise in delivering support to advisers via our Marketing Toolkit, we aim to strengthen referral partnerships between those operating in the market already and appropriate stakeholders (such as mortgage advisers, solicitors, wealth managers, and accountants), and helping to ensure that effective communication takes place to enable consumers to find the right solution to achieve their financial goals, and to create smooth client transition to receive the appropriate expertise and guidance if a lifetime mortgage is the right solution for them.”
