more2life has announced the launch of a new growth toolkit designed to support later life advisers in building referral relationships with other financial professionals and generate new sources of client introductions.

The toolkit provides practical guidance andmarketing materials to advisers, helping them to connect with potential introducers including mortgage brokers, financial advisers, solicitors, estate agents and wealth managers.

It also gives advisers with step-by-step campaign guidance alongside a range of customisable resources, including referral flyers, direct mail templates and email outreach materials.

more2life said the initiative reflects the importance of collaboration across the advice market as more homeowners look to access the equity in their property later in life.

The lender said this approach provides advisers with additional lead generation opportunities and also helps ensure more customers are able to benefit from advice on lifetime mortgage and other later life lending options when they may need them.

Chief executive officer at more2life, Dave Harris, stated: "Later life lending is moving rapidly from niche to norm, and as this happens, it’s vital advisers across the market are able to work together to ensure customers receive the support and solutions they need.

"Many advisers will encounter clients who could benefit from exploring their property wealth, but may not be specialists in lifetime mortgages, or wider later life lending advice themselves. Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.

"Our growth toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.

"Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth."

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