More2life launches referral toolkit

Published by The Daily Scout

What happened

More2life rolled out a 'growth toolkit' this week designed to help advisors standardize referral asks, cadence, and follow‑ups to generate more consistent referral flow. The package targets the operational gaps that make referral programs hit-or-miss. (mortgagesolutions.co.uk)

Why it matters

more2life announced its Growth Toolkit on 23 March 2026, launching a packaged set of adviser resources aimed at later‑life lending specialists. (modernlender.co.uk) The toolkit’s materials are built to help advisers engage specific introducer types: mortgage brokers, financial advisers, solicitors, estate agents and wealth managers. (mortgagesoup.co.uk) More2life says the package includes step‑by‑step campaign guidance plus a suite of customisable assets — referral flyers, direct‑mail templates and email outreach copy — designed for plug‑and‑play use in multi‑touch campaigns. (mortgagesoup.co.uk) Chief executive Dave Harris framed the move as a response to growth in later‑life lending, saying the market is “moving rapidly from niche to norm” and that the toolkit is intended to simplify building introducer relationships. (mortgagesolutions.co.uk) The announcement pointed to sector growth data from the Equity Release Council showing an 11% increase in the equity‑release market in 2025, with total annual lending rising to £2.57bn. (mortgagesolutions.co.uk) More2life is hosting the Growth Toolkit and supporting resources on its adviser portal, and the launch was published alongside collaborative marketing activity credited to Square 1 Media in press distribution. (modernlender.co.uk)

Key numbers

  • More2life rolled out a 'growth toolkit' this week designed to help advisors standardize referral asks, cadence, and follow‑ups to generate more consistent referral flow.
  • (mortgagesolutions.co.uk) more2life announced its Growth Toolkit on 23 March 2026, launching a packaged set of adviser resources aimed at later‑life lending specialists.
  • (mortgagesoup.co.uk) More2life says the package includes step‑by‑step campaign guidance plus a suite of customisable assets — referral flyers, direct‑mail templates and email outreach copy — designed for plug‑and‑play use in multi‑touch campaigns.
  • (mortgagesolutions.co.uk) The announcement pointed to sector growth data from the Equity Release Council showing an 11% increase in the equity‑release market in 2025, with total annual lending rising to £2.57bn.

What happens next

  • (mortgagesolutions.co.uk) More2life is hosting the Growth Toolkit and supporting resources on its adviser portal, and the launch was published alongside collaborative marketing activity credited to Square 1 Media in press distribution.
  • The package targets the operational gaps that make referral programs hit-or-miss.

Quick answers

What happened in More2life launches referral toolkit?

More2life rolled out a 'growth toolkit' this week designed to help advisors standardize referral asks, cadence, and follow‑ups to generate more consistent referral flow. The package targets the operational gaps that make referral programs hit-or-miss. (mortgagesolutions.co.uk)

Why does More2life launches referral toolkit matter?

more2life announced its Growth Toolkit on 23 March 2026, launching a packaged set of adviser resources aimed at later‑life lending specialists. (modernlender.co.uk) The toolkit’s materials are built to help advisers engage specific introducer types: mortgage brokers, financial advisers, solicitors, estate agents and wealth managers. (mortgagesoup.co.uk) More2life says the package includes step‑by‑step campaign guidance plus a suite of customisable assets — referral flyers, direct‑mail templates and email outreach copy — designed for plug‑and‑play use in multi‑touch campaigns. (mortgagesoup.co.uk) Chief executive Dave Harris framed the move as a response to growth in later‑life lending, saying the market is “moving rapidly from niche to norm” and that the toolkit is intended to simplify building introducer relationships. (mortgagesolutions.co.uk) The announcement pointed to sector growth data from the Equity Release Council showing an 11% increase in the equity‑release market in 2025, with total annual lending rising to £2.57bn. (mortgagesolutions.co.uk) More2life is hosting the Growth Toolkit and supporting resources on its adviser portal, and the launch was published alongside collaborative marketing activity credited to Square 1 Media in press distribution. (modernlender.co.uk)

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