What is the Growth Toolkit? 

Designed to help you unlock more opportunities, this toolkit brings together practical resources and clear guidance to support you in building stronger, more trusted referral relationships.

Below, you’ll find a suite of outreach templates and helpful documents that make it easier to start new conversations, engage introducers and create consistent referral routes into your business.

Access your Evolution of Later Life Lending Growth Toolkit


You can access the full suite of assets and get started with the Evolution of Later Life Lending Growth Toolkit below. We've created campaign instructions alongside the templates to support you to deliver the campaign from start to finish and make more of later life lending. 

Download your Evolution of Later Life Lending campaign instructions here

Tips

Get the most from our toolkits

We've put together 5 tips for using the letter, emails and social media marketing so you can make more from our Growth Toolkits. 

5 Direct Mail Letter marketing tips

5 Email marketing tips

5 Social Media marketing tips

Email Template

This is Part A, follow up with Direct Mail Letter

Our templates make it easy to connect with prospective contacts and follow up with existing ones, helping you optimise your marketing activity.

Download the Email template

Direct Mail Letter

This is Part B to follow up after the Email

This customisable letter has been created to send out along with the flyer allowing you to add in your logo, contact information and website address (if you have one).

Download the Direct Mail Letter here

Access your Growth Toolkit for Referrals


You can access the full suite of assets and get started with the Growth Toolkit for Referrals below. We've created campaign instructions alongside the templates to support you to deliver the campaign from start to finish, helping you to grow your referral network with confidence.

Download your Referral campaign instructions here

Referral Flyer

Your personalised introduction

This personalised flyer is a great way to introduce yourself and provide your target audience with information about you and the services you offer.

Download Referral Flyer here

Referral Direct Mail Letter

This is Part A, follow up with the emails

This customisable letter has been created to send out along with the flyer allowing you to add in your logo, contact information and website address (if you have one).

Download the Letter here

Referral Email

This is Part B as a follow up to the letter

Our templates make it easy to connect with new contacts and follow up with existing ones, helping you build steady referral momentum.

Referal Follow-up emails

Download the Referral email header

Get in touch with a BDM

If you need support with the Growth Toolkit, get in touch with one of our BDMs. 

Book a call

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