Key Group: Our Products and Services
We Are Key Group

Creating opportunities across our sector’s entire ecosystem

Our brands work across the entire later life lending ecosystem, handling product manufacturing and distribution, advisory services, training and tools for advisers, as well as lending and funding capabilities. For our partners that means access to more opportunities to enter the market at all levels and ambitions.

We are uniquely positioned as an integrated later life lending services business

Product distribution

Ability to distribute products to large consumer volumes

Advisory services

Provision of regulated advice and advice support, tools and training

Product manufacturing

Building and servicing equity release products

Investment

Investment opportunities and asset management for 3rd parties looking to access the asset class

Unparalleled data

Unparalleled data and insights feeding into decision making at every point in the ecosystem

Intuitive technology solutions and tools

Exceeding compliance standards and customer expectations

By exceeding standards, we’re bringing our customers and partners more confidence, certainty and security.

Certified compliant

We have been audited three times by "Big Four" firms during three acquisitions by private equity

Dedicated to better

We operate the industry’s largest dedicated compliance department, with 17 experienced officers.

Ensuring positive outcomes

We have 25% of market share but less than 2.5% of industry complaints.

How we work with our partners

Here are some examples of the types of engagement we have with partners, but we’re always happy to create something bespoke.

  • IFA network
  • High street bank
  • Large insurer

IFA network

What did Key Group enable for the client?
Straightforward customer referral for Equity Release Advice

What did the client need help with?
To make later life lending solutions available to their customer base

What sector is the client a part of?  
Wealth management network

What services does Key provide?    
Delivery and regulatory responsibility for advice

How successful has the partnership been?
Helped 1600 customers release £167m

High street bank

What did Key Group enable for the client?
A Client branded Equity Release advice journey for referred customers

What did the client need help with?
To help customers repay outstanding interest only mortgages

What sector is the client a part of?
High Street Bank

What services does Key provide?    
Bespoke advice delivery with full regulatory responsibility

How successful has the partnership been?
Helped over 200 customers release £17m

Large insurer

What did Key Group enable for the client?
Ring-fenced Equity Release advice provision for client’s customers and products

What did the client need help with?
To offer their customers a range of later life lending products

What sector is the client a part of?
Insurance

What services does Key provide?    
Delivery and regulatory responsibility for advice as the Clients’ Appointed Representative

How successful has the partnership been?
Helped 1200 customers release over £100m