more2life Equity Release tools Promoting the unique features of more2life equity release plans more2life provide a wide range of equity release plans with modern Read More » 23rd September 2021
Key Partnerships Marketing Masterclass DM Encouraging sign up to a marketing masterclass Key Partnerships were organising two Marketing Masterclasses aimed specifically at mortgage brokers and Read More » 23rd September 2021
Defaqto Income Drawdown campaign Launching the new Defaqto Engage workflow Defaqto launched their new Income Drawdown workflow within their Engage software. It helps financial Read More » 23rd September 2021
IPTF Ziggy’s Money Moves The challenge The Income Protection Task Force (IPTF) is a not-for-profit organisation that aims to raise awareness around Income Protection Read More » 10th September 2021
Key Partnerships financial adviser acquisition campaign Encouraging financial advisers to reconsider equity release Many financial advisers still turn their nose up at equity release. Our challenge Read More » 28th June 2021
DTCC explainer animations The Challenge DTCC is a leading provider of clearing and post-trade services for the banking industry. The challenge was to Read More » 28th January 2021
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 Read More » 28th January 2021
Defaqto ESG Reviews The Challenge Defaqto’s star ratings are instantly recognisable in the financial services sector and they are a leading review service Read More » 7th January 2021
Defaqto Engage Brand Campaign The Challenge Defaqto is a renowned independent financial information business that also provides Engage Core – an end-to-end financial planning Read More » 7th January 2021
More2Life Brand Campaign The challenge more2life were the third largest later-life lender in the UK with ambitions to beat L&G and Aviva for Read More » 3rd September 2020
Verisk Risk Ratings Solution Helping actuaries and underwriters understand a new way of underwriting insurance Verisk is the leading global provider of data analytic Read More » 24th September 2019
Key Partnerships Proposition Development The Challenge Key Partnerships is the UK’s leading B2B equity release referral partner, providing a seamless bridge between Key (the Read More » 6th September 2019