Equity Release Referrals for Financial Professionals
If a client asks about equity release and you are not qualified to advise on it, we can help. Verity Home operates an equity release referral service for IFAs, mortgage brokers, solicitors, and accountants. You refer the client, we handle everything from initial fact-find through to adviser handoff, and you receive a referral fee of £200 on completion — fully documented and disclosed to the client in line with FCA requirements.
How it works
Complete the form below with basic client details. We contact the client within two working hours to introduce ourselves and explain the process.
Chris, our CII-qualified equity release specialist (CF1, CF6, ER1), conducts a no-obligation fact-find call with your client. We assess their situation, explain the options clearly, and answer their questions. We do not provide regulated advice at this stage.
Where equity release appears suitable, we arrange an introduction to a qualified, FCA-authorised equity release adviser who will provide a full personal recommendation.
On completion of a lifetime mortgage or home reversion plan, we pay you £200 by invoice. We notify you at each stage so you can keep your client informed.
What your client receives
- A prompt, professional initial call from a CII-qualified specialist
- A clear explanation of equity release options with no sales pressure
- Introduction to a qualified FCA-authorised adviser if appropriate
- Full transparency throughout — they are told about the referral arrangement upfront
The referral fee arrangement
- Fee: £200 per completed case (lifetime mortgage or home reversion plan)
- Payment trigger: Completion only — no fee is paid for enquiries that do not proceed
- Payment method: Invoice from your firm to Verity Home, paid within 14 days of completion
- Disclosure: The referral fee is disclosed to your client at the outset of the fact-find call, in line with FCA MCOB requirements
- Documentation: We provide written confirmation of each referral and notification at completion
About Chris
Chris holds the CII qualifications CF1 (UK Financial Services Regulation & Ethics), CF6 (Mortgage Advice), and ER1 (Equity Release). He has worked in UK financial services for over 30 years. Referrals are handled personally — not passed to a call centre.
Submit a referral
All information is handled in accordance with our privacy policy and used solely to contact your client regarding the equity release enquiry. We are registered with the ICO.
Referral received. We will contact within two working hours. You will receive an email confirmation shortly. Thank you.
We only use the information you provide to process this referral and keep you informed. See our privacy policy.
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