SimplyBiz and Age Partnership announce equity release deal

clock

SimplyBiz has been selected to provide third party compliance support for Age Partnership and has entered into an equity release referral agreement with the retirement specialist.

SimplyBiz will provide third party compliance support for all aspects of the retirement specialist's proposition while SimplyBiz members will gain access to Age Partnership's equity release advice service. SimplyBiz group managing director Matt Timmins (pictured) said: "We have watched the development of Age Partnership with interest as they have grown into a very successful business. "It is pleasing to see that they felt that the compliance services we pride ourselves on delivering will enable them to continue that success. I am also sure that the equity release proposition that they...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PFS invests £1m in future talent

PFS invests £1m in future talent

Key that financial planning tackles 'mistrust' and knowledge gaps

Sahar Nazir
clock 23 July 2025 • 2 min read
Women in Financial Advice Awards 2025: Shortlists revealed!

Women in Financial Advice Awards 2025: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 12 November

Professional Adviser
clock 23 July 2025 • 9 min read
Money is a tool - never the goal: The role of psychology in financial advice

Money is a tool - never the goal: The role of psychology in financial advice

'The best IFAs, the ones who retain clients for decades, focus on the human side as well'

Chris Ball
clock 23 July 2025 • 6 min read