Timeline
- 20 June 2008
Retirement Plus receives two awards
- 15 May 2008
Retirement Plus helps focus brokers
- 25 March 2008
Retirement Plus launches joint venture equity release service
- 17 January 2008
Retirement Plus announces changes to product range
- 5 December 2007
Retirement Plus launches educational equity release website
- 21 November 2007
Retirement Plus expands Sales Force
- 18 October 2007
Retirement Plus in £100m merger
- 28 August 2007
Retirement Plus equity release research results
- 16 August 2007
Retirement Plus launches in Scotland
- 9 July 2007
Retirement Plus launches new equity release website
- 2 July 2007
Retirement Plus launch new Advice Assist Property Plan
- 6 April 2007
Retirement Plus gains FSA approval
- 5 March 2007
United Co-Op to market equity release through Retirement Plus and NHFA
- 20 February 2007
Retirement Plus announces new fee deals
- 15 November 2006
Equity release market to consolidate over coming year
- 14 October 2006
Retirement Plus launches intermediary sales aid
- 20 September 2006
Retirement Plus announces South-West seminar
- 14 September 2006
Retirement Plus launches Impaired Life Property Plan
- 23 August 2006
Retirement plus strengthens Sales force
- 26 June 2006
Retirement Plus now live on The Exchange equity release service
- 10 May 2006
Retirement Plus launches enhanced Property Plan - with the protected share option
- 25 April 2006
Retirement plus builds Sales force
- 17 February 2006
Retirement Plus is added to Premier Mortgage Service equity release panel
- 2 February 2006
Equity release product from Retirement Plus raises the stakes with higher advance rates
- 9 January 2006
Retirement Plus launches new website with live case tracking facility
- 4 December 2005
Retirement Plus strengthens team with Senior appointments
- November 2005
Property Plan expands equity release market with co-ownership structure
Retirement Plus receives two awards
Retirement Plus receives two accolades in the ftadviser.com Online Service Awards 2008
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Retirement Plus helps focus brokers
Retirement Plus helps brokers focus their equity release efforts by sharing the results of two major retail referral campaigns.
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Retirement Plus launches joint venture equity release service
Retirement Plus has announced the launch of a joint venture equity release service with the Stroud & Berkeley Group, Gloucestershire Primary Care Trust and specialist independent broker AWD Chase de Vere Wealth Management Limited.
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Retirement Plus announces changes to product range
Retirement Plus waives completion fees and refunds valuation fees on completion for all equity release products
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Retirement Plus launches educational equity release website
Retirement Plus launches an impartial new website, aimed at educating consumers
Retirement Plus expands Sales Force
Retirement Plus expands their Sales force with the appointment of Lynne Martin
Retirement Plus in £100m merger
Retirement Plus & Milton Homes are pleased to announce that they are to merge
Retirement Plus equity release research results
Retirement Plus has published the results of its first independent equity release research
Retirement Plus launches in Scotland
Retirement Plus has announced that its Property Plan product is now available in Scotland.
Retirement Plus launches new equity release website
Retirement Plus has today announced the launch of a generic equity release website which is being run in conjunction with the charity Elderly Accommodation Counsel (EAC).
Retirement Plus launch new Advice Assist Property Plan
Retirement Plus has launched a new product, the "Advice Assist" Property Plan, which highlights the importance of independent financial advice in equity release.
Retirement Plus Gains FSA approval
Retirement Plus is delighted to announce that as from 6th April 2007 it will be authorised and regulated by the FSA as a provider, arranger and administrator of home reversion plans.
United Co-Op to market equity release through Retirement Plus and NHFA
The United Co-Operatives and its new affinity partner, Retirement Plus are to promote equity release plans through more than 900 outlets in the North of England.
Retirement Plus announces new fee deals
Retirement Plus is to increase its procuration fees to 2% of amounts released, as well as introducing a 0.10% trail fee.
Equity release market to consolidate over coming year
Duncan Young, Managing Director of Retirement Plus, forecasts consolidation amongst equity release providers over the coming year.
Retirement Plus launches intermediary sales aid
Retirement Plus has launched a sales aid for intermediaries as part of a series of equity release seminars
Retirement Plus announces South-West seminar
Retirement Plus is to hold an equity release seminar for advisers based in the South-West of England.
Retirement Plus launches Impaired Life Property Plan
The company has introduced this new product following extensive research into the IFA market which revealed two key criteria.
Retirement Plus strengthens Sales force
Retirement Plus is expanding its Sales force with the appointment of two Senior Relationship Managers - Dawn Trustam and Roger Oldbury - who both joined this month. Roger will be responsible for the Midlands and North Wales. He has more than 30 years financial services experience, having held Senior management positions at Abbey Life and Zurich Financial services.
Retirement Plus now live on The Exchange equity release service
The Exchange has today announced that it is further expanding its equity release service with the addition of the 16th provider - Retirement Plus - now live on the exweb portal. The exweb equity release sourcing service now covers all of the products available to intermediaries in the marketplace.
Retirement Plus launches enhanced Property Plan - with the protected share option
Retirement Plus has revised its market leading Property Plan, to include a protected share option. This allows home owners to release part of the value of their properties, while also ensuring that a percentage remains within their ownership, either for future advance or for eventual inclusion in their estate.
Retirement Plus builds Sales force
Retirement Plus is delighted to announce the appointment of Chris Macmahon as a new Senior Relationship manager, reporting directly to Fred Paton.
Retirement Plus is added to Premier Mortgage Service equity release panel
Equity Release is an important growth area for Premier Mortgage Service and Retirement Plus will provide significant expertise in this market. This move is evidence of a big commitment to product and service enhancement and will help intermediaries grow their business.
Equity Release product from Retirement Plus raises the stakes with higher advance rates
Retirement Plus announces that the maximum advance rates for the Property Plan, its new equity release product, are being dramatically increased. They are now substantially in excess of lifetime mortgage maximums and are comparable to maximum amounts offered on reversion products - without the homeowners having to immediately sell their total interest in the property.
Retirement Plus launches new website with live case tracking facility.
Independent financial advisers accessing the newly launched Retirement Plus website, www.retirement-plus.co.uk, will be able to track Property Plan cases live.
Retirement Plus strengthens team with Senior appointments.
Retirement Plus is pleased to announce the appointment of Fred Paton and Michelle Martinez as Head of Sales and Head of Operations respectively.
Property Plan expands equity release market with co-ownership structure
Property Plan, the launch product announced this week by Retirement Plus, introduces a new approach in the equity release market, providing increased levels of value and flexibility for the consumer.
