Later life advice firm Key Advice has deployed Air’s platform across to all its advisers, giving them access to fact-find and suitability report functions.
This will be provided to advisers working under the Key Later Life Finance and The Equity Release Experts (TERE) brands and include access to Air’s Write Route fact-find tool, the Later Life Navigator and suitability reports.
Before the platform was issued across the group, Key Advice used an in-house developed proprietary advice platform that supported product sourcing, a comprehensive customer fact-find process and suitability report production.
Now, Key’s advisers will use dedicated versions of the Air platform, which will be tailored to the firm’s advice approach according to Air’s framework. This will align with Air’s Comprehensive Conversations initiative and manifesto, which launched earlier this year and advocates the use of tools and technology to find suitable solutions for borrowers.
This roll-out marks Key Group’s intention to further support Air as a comprehensive platform for all advisers who work with clients who may benefit from later life mortgage advice. Key said its ongoing investment in Air technology and the Air Academy training would benefit its advisers and help them to grow their businesses.
Chris Bibby, managing director of Key Advice, said: “We are delighted to be joining the extensive community of advisers already benefitting from the Air platform. By using Air sourcing and the ever-growing suite of tools and services for advisers, we will be equipping our advisers with the best technology and support in the market.
“Our revised advice philosophy, post-Consumer Duty, is well-supported within the Air platform. As the later life lending market evolves, Air is perfectly placed to enable advisers to have the right conversations with customers to deliver the best possible outcomes.”
Paul Glynn (pictured), CEO at Air, added: “At Air, we strive to equip advisers serving the needs of the over-50s clients with advanced sourcing capability, support tools and educational services.
“It’s a privilege to welcome Key and TERE advisers onto our platform, joining over 9,000 existing members. We have always worked closely with specialist later life lending advisers across the sector, but increasingly our community includes advisers covering the mainstream part of the mortgage market as well as generalist independent financial advisers [IFAs] and wealth managers as lending into later life becomes a normalised part of retirement planning.
“We look forward to collaborating with all our members, our lenders’ partners and other ambassadors to evolve our services and ultimately support them in providing good customer outcomes for their clients.”
Shekina is the deputy editor at Mortgage Solutions and commercial editor at Mortgage Solutions and Specialist Lending Solutions. She has nearly eight years of experience in the B2B publishing market, having previously covered the hospitality, retail, pet, accounting and jewellery sectors.
Shekina has worked for Mortgage Solutions and Specialist Lending Solutions for almost five years. Here, she covers the market’s breaking news stories, engages with professionals in the sector, and oversees any commercially agreed content in partnership with mortgage-related companies.
This includes presenting webinars and hosting roundtable discussions on developing themes in the mortgage sector.
She is an NCTJ-trained journalist and was nominated for the Headline Money Awards Mortgage Journalist of the Year in 2021.
In her spare time, Shekina likes to read, travel, listen to music and socialise with friends.
She currently reports on current events in the mortgage market and liaises with financial clients to produce sponsored content.
Follow her on Twitter at @ShekinaMS
