The organisations in this section all have a vested interest in working with many of the organisations listed in other categories within our membership with the common theme being a safe and reliable market for the consumer. Please select an option from the drop down menu and click search to view the different categories.
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BENCHMARK
With expert advisers across the UK, we’re here to help clients and their families meet their aspirations and achieve peace of mind. From helping you set financial goals to managing competing priorities, planning for retirement and passing on your wealth to future generations, we can support you at every step of your journey.
CONTACT STATE
Contact State helps brokers take control of their lead generation campaigns. Our clients improve their lead to sales rate by using Contact State technology.
ROCKSTEAD REVIEW & ANALYSIS
Rockstead has been established since 2008 and is a leading provider of expert independent reviews and analysis of loan portfolios in the financial services sector. It has performed due diligence on more than £200 billion of loans across Europe and has built a reputation for having one of the strongest management teams in the market.
JLM MORTGAGES SERVICES
WILLIS TOWERS WATSON
At WTW (NASDAQ:QTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organisational, resilience, motivate your workforce and maximise performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.
PENSION INSURANCE CORPORATION
The purpose of PIC is to pay the pensions of its current and future policyholders. PIC provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. At half year 2023, PIC had insured 339,900 pension scheme members and had £44.9 billion in financial investments, accumulated through the provision of tailored pension insurance buyouts and buy-ins to the trustees and sponsors of UK defined benefit pension schemes.
LYNCOMBE CONSULTANTS LTD
Lyncombe provide compliance and business development support to financial advisory firms.
ST JAMES’S PLACE WEALTH MANAGEMENT
At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We believe passionately that the best wealth management service is provided through personal, face-to-face advice
CRITERION
Criterion is the not-for-profit body that designs and manages API Standards that make it easier for companies in the Equity Release market to work together to serve customers better.