Wealth & finance International - Finance Awards 2016

www.wealthandfinance-intl.com 19 Fin nce Awards 2016 Best Bespoke Retirement Specialists - UK & Excellence in Customer Experience Award - UK Age Partnership believe that people who are at, or approaching retirement deserve to get the best out of life. The firm was established over 10 years ago in West Yorkshire, and continue to provide a tailored range of financial solutions, specifically for the over 55s; they have helped hundreds of thousands of people to understand equity release and their pension-income options with their free guides and easy-to-use online calculators. Company: Age Partnership Email: [email protected] Web Address: www.agepartnership.co.uk Address: Age Partnership, 2200 Century Way, Leeds, LS15 8ZB Age Partnership understand that customers want clear advice and guidance to help them enjoy their retirement; they wish to be treated in a polite manner, with patience and efficiency. So the company aims to build great relationships with their customers by focussing on two simple objectives; providing the best value and the best service. They help their customers rather than sell to them, offering over-the- phone advice and a face-to-face service, with a free, no-obligation, personalised recommendation. To ensure that they deliver the best support and advice, Age Partnership believe in a sustained investment in their people, supporting and financing their colleagues through over 300 qualifications in the last three years. Couple this proactive colleague development with a fun, dynamic and innovative culture, and it is clear to see how Age Partnership has achieved their excellent colleague engagement and retention rates, and the Investors in People accreditation in 2015. Age Partnership’s vision is to continue achieving sustainable, quality growth and to become the UK’s number one choice for over 50’s finance. They have recently launched a mortgage desk in order to help meet more customers’ needs, and they believe that this function will become an important part of the business going forward. They are also looking to launch additional products, which are already in the pipeline, across the remainder of 2016 and into 2017. A mass recruitment campaign has just been launched by Age Partnership, across every department of the business in order to facilitate the launch of these new products and in order to grow sales volumes, which, they anticipate, will see the headcount at the company grow from 250 to 350 in the next 12 months. FI160002