Key Partnerships: Retirement funding tool

The Challenge

Equity release isn’t considered a mainstream option for financing retirement by both financial advisers and their clients. Our challenge was to show them the valuable role equity release can play to boost retirement finances, and how different retirement could look with and without it.

The Moreish Approach

To create a lasting impact and to generate interest, we developed the retirement funding tool – a simple, interactive tool for financial advisers, designed to make client retirement conversations more personal in minutes.

By entering a few simple client details, the tool gives an overview of their assets, including their home, available to help fund their retirement based on household costs over their life expectancy. And it enables advisers to seamlessly introduce and open up conversations around equity release as a retirement finance option.

Try the retirement funding tool.

We also supported Key Partnerships with the launch of the tool by creating a user guide, a demo video, social posts and email marketing.

Moreish Results

The retirement funding tool was launched in late September 2020, so we’re still awaiting the commercial results. Their launch campaign had high engagement across channels including:

• 17% open rate for the launch email, with a 2% click-through rate.
• LinkedIn posts had 1,715 impressions in total with 98 engagements. They had an average engagement rate of 7.8% and an average click rate of 3.8%.