How we can work with you

How we can work with you

With the right advice and strategy, equity release can be a legitimate strategy for retirees whose home is worth more than all their other assets added together.

But even if you as a planner or broker were to recognise that equity release may be a good option for a client, planners are generally not licensed to provide credit advice and brokers, are not licensed to provide the independent financial advice that the majority of lenders and providers require.

That’s where we come in. Smooth Retirement is designed to work directly with financial planners and brokers, for the benefit of your clients.