Get direct access to equity release products and a referral service, seamlessly from your Twenty7tec platform, thanks to the recent partnership with Advise Wise.
This partnership enables you to:
Easily via a seamless integration with Advise Wise, without leaving Twenty7tec
You can earn an average of £1,500 per completed referral when you refer clients directly to Age Partnership for specialist equity release advice, in case you’re not qualified to advise on equity release
Offer a wider range of later life lending options and meet your Consumer Duty requirements more effectively.
The integration is already available, at no additional cost for you.
This is a major step forward in helping you offer more comprehensive advice and create better outcomes for your clients.
“Later life lending often presents unique challenges for both you and your clients. From non- standard properties and short leaseholds to income limitations and inheritance planning, we know how complex and time-consuming this area can be.
You’ve probably also found that product availability can vary drastically depending on age, property type or location, and that traditional sourcing tools don’t always surface the right options.
That’s exactly why we built this integration. With Advise Wise’s later life sourcing embedded into Twenty7tec sourcing engine, you get faster access to specialist products, including lifetime mortgages with inheritance protection, flexible repayment features, and health-based enhanced terms.
And when your client needs more tailored support, you can refer directly to Age Partnership from within our platform, ensuring you never miss an opportunity to help them make the right decision.”
Nathan Reilly, Commercial Director at Twenty7tec
“Equity release represents a massive opportunity many advisers are still missing.
Homeowners aged 55+ now hold £2.6 trillion in property wealth. Later life lending is evolving fast, with flexible products, powerful tech, and growing demand. But the gap remains: consumer needs are rising faster than adviser confidence.
At Advise Wise, we’re working hard with Twenty7tec to change that, not just through product access, but also providing the education, tools, and support so you can start more meaningful client conversations.
Later life lending isn’t a niche. It’s one of the most important opportunities for advice in the market today.”
Jonathan Thirkill, Founder and CEO at Advise Wise
Are you not qualified to advise on equity release? You can still help your clients by referring them for equity release advice via Age Partnership, directly from Twenty7tec, and earn an average of £1,500 per completed referral, without any added admin.
That’s a smart way to grow your business while offering clients more choice.
…on the Twenty7tec platform. Your client’s details are passed to the Age Partnership customer resolution team.
…from a customer solution agent who will ask them some preliminary questions to determine if speaking to a trained equity release adviser is right for the customer now.
If right for the customer, one of Age Partnerships trained equity release specialists will speak with the customer and carry out a fact find, ultimately issuing a recommendation in the post, should that be the right outcome.
While the customer solutions and advice process is happening, you will receive an email from Age Partnership on how the referral process works.
You’ll receive an email with detailed instructions on how to register for compliance, due diligence and payment purposes. It's important these steps are completed as soon as possible. You’ll be able to monitor any case progression within the portal.
Any referral fee agreed will be deemed to be inclusive of VAT and will be payable by Age Partnership within 30 days of receiving the commission due from the product provider. You can get in touch with the Age Partnerships team at anytime if you have any questions - introducers@agepartnership.com
Advise Wise Limited, 2200 Century Way, Leeds, LS15 8ZB | Company registered in England and Wales. | Company number: 11705013 | Telephone: 0333 050 8771
