This platform allows advisers to capture client details, IDD (initial disclosure document), fact find to issue suitability/recommendation letters, plus source products based on features as well as cost. Moreover, the platform allows for these actions to be conducted within the best available environment to support a fully compliant case with considerable audit trail.
Acknowledging recent changes to the competitive landscape, Just Retirement says it has recognised the importance of extending its footprint within this market. Accordingly, Just Retirement will be offering its products to mortgage brokers, a segment which it had previously not addressed for capacity reasons. The Group believes that it is essential that customers have the widest possible access to advice on equity release. This will maximise the understanding of all the available options in retirement, a theme which Just Retirement has championed for some time.
Commenting on the deal with TrigoldCrystal, David Cooper, executive director, sales and marketing at Just Retirement, said: “This is an important move for Just Retirement because it demonstrates our belief that equity release is an important business area and one which should be advised on compliantly and without fear by the adviser. The new TrigoldCrystal Equity Release platform is one of the most comprehensive systems available for equity release due to its inclusion of all the supporting documentation and the audit trail.”
Anthony Harris, chairman of IERAA (Independent Equity Release Advisers Association) said of the development: “IERAA strongly welcomes the TrigoldCrystal Equity Release Service. It can only enhance all of our offerings, especially when used alongside it’s exceptionally solid fact find and by advisers who know how to really get to the nub of what a client is actually considering Equity Release for.”