WHAT WE DO AT AGE PARTNERSHIP

At Age Partnership, we believe that people who are at, or approaching, retirement deserve to get the best out of life. Based in Leeds, West Yorkshire, with over 500 employees, we have tailored a variety of financial solutions specifically for the over 50s to help people to realise their dreams and goals and achieve financial security.

We are always looking to enhance the range of products and services that we offer for the benefit of our customers and have an ever-increasing number of partnerships with likeminded companies who share our ethos and values. We will also continue to welcome the best and brightest talent into our business to help further our success; maybe this is where you come in?

OUR BEGINNINGS


Age Partnership was formed in 2004 to enable people who are at, or approaching, retirement age to get the best out of life.

From the outset, our goal was to deliver a superior service, with both customer outcomes and experience key to our operating model. These factors were underpinned by a strategy of coupling outstanding, customer-focused people with high-end technology – a combination that we have maintained throughout our history.

Since then, the business has both grown and diversified. With over 80,000 customers, we have now advised on well over £3.2bn of equity release transactions and attract around 26% of the UK’s new equity customers annually. However, to ensure we cater for every need and improve the lives of more customers, we looked to add new, exciting products and services to our range.

We now offer:

Equity Release

Equity Release

Our award-winning service helps homeowners aged 55 or over access some of their property equity. Our impressive growth has seen us become the UK’s number one provider of equity release and our growing field advisory team means that, in addition to our telephone-based advisors, we can offer the whole of the UK our amazing face-to-face advice.

Retirement Income

Retirement Income

A dedicated team of specialists helping people get the best income from their pension savings. We offer a non-advised, self-select service as well as a team of highly skilled financial advisors who can help grow your investments to boost your ongoing income.

Lasting Power of Attorney

Lasting Power of Attorney

This vital legal document allows you to choose other people to make decisions on your behalf when you are unable to make them yourself. Our friendly team will provide advice on which options may suit you most and will create all of the documentation to afford you peace of mind.

Wills

Wills

We understand the importance of ensuring your loved ones are provided for. A Will ensures your money and possessions go to those you choose, and we take care of the whole process through our dedicated legal team.

Funeral Plans

Funeral Plans

We offer a range of pre-paid funeral plans to fix the ever-increasing cost of a funeral at a level you are comfortable with, giving you the peace of mind that your wishes have been taken care of and that your family won’t have to make these decisions at an already difficult time for them.

Mortgages

Mortgages

A comprehensive whole-of-market mortgage service designed for those aged 50 and over. Our dedicated team will listen and understand your specific needs to find you the best possible solution.

Insurance

Insurance

Home and Travel insurance services designed to help you get a better deal on your existing insurance, take up a new policy or simply increase the level of cover to meet your needs, all with our customer-focussed advice that we’ve become famous for.

OUR VISION


The six pillars, our foundation.

Founded on a culture of putting customers and colleagues first, we formalised this ethos into ‘six pillars’ that underpin our strategic vision: "to become the UK’s number one choice for over 50s finance". These pillars transcend any short-term strategy and are designed to illustrate what our colleagues, customers and business partners can expect from us.

By achieving our vision to become the UK’s number one choice for over 50s finance, we can positively influence the lives of a greater number of customers than ever before, working to fulfil our mission – to help even more people who are at or approaching retirement get the best out of life!

Provide a world-class service and market-leading products

Change the markets we work in for the benefit of our customers

Create an environment where all colleagues can flourish

Harness technology to make dealing with us efficient and engaging

Become a household name that's synonymous with excellence

Be good to our business partners, our community and our planet