Education Guides

Our brochures will help you navigate digital marketing whether you need support with your website, social media, lead generation or advertising.

Understanding your Customer

Resources to help you further understand the over 50s market and to help you engage with your customers.

Segmentation Report

New Report on Segmenting the Later Life Market

Understand your customers and their marketing preferences based on their age, life style and life stage. To view the full report please register with Pure Retirement.

View the Segmentation Report >
Brand Health Check Guide

Exclusive Brand Health Check Resources

Effective brand positioning for the over 50s market to improve your business growth.

View full Brand Report > View Brand Health Check Guide >
Brave Starts Report

New Research on the over 50s Market

New Research from Brave Starts, a not for profit organisation that champions the over 50s market.

View the new Brave Starts Report >

Marketing Guides and Opportunities

Adviser-facing Keylu Guide

New Lifetime Planning Resources for your Customers

Give your customers something extra, with lifetime planning tools that go beyond just their lifetime mortgage. In partnership with Keylu, we’re offering your customers the opportunity to store all their important documents, memories and moments in one safe place, for easy access and peace of mind.

View Customer-facing Keylu Guide (tailored to your branding) > View Adviser-facing Keylu Guide >
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Website Development Brochure

Discover hints and tips on developing your website to enable a smoother process for the user.

Your website is often the first place your customers will look to find out about you, so we’re here to help you make it the best it can be.

View our Website brochure >
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Social Media Guide For Equity Release Advisers

Understand the world of social media and how to establish your business profile, plus tips and tricks for engaging content.

View our Social Media guide >
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Email Marketing Brochure

Email marketing is key when communicating with your customers. See our hints and tips in mastering this form of marketing.

View our Email Marketing brochure >
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Advertising Brochure

There are various forms of advertising which can support you in communicating with your customer. View our Advertising Guide for more information.

View our Advertising brochure >
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Lead Generation Brochure

This could help with the initiation of customer interest in your service. Digital activities play a fraction of a role in generating these leads. Click below for further insight.

View our Lead Generation brochure >

Digital Bitesize Documents

Digital marketing bitesize documents to help you grow your digital presence and generate leads.

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Social Media: Statistics

Over 50s are often forgotten when it comes to social media marketing. See our surprising statistics which may make you rethink your marketing strategy.

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Keywords: For the Equity Release market

Keywords help customers connect to your website - see which we recommend.

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Social Media: Twitter

With the right tools, Twitter may be the best place to tap into a larger client base. Click below to see how this can become possible for you.

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Social Media: Facebook

Facebook has many benefits such as generating leads and driving traffic to your site! To learn more about Facebook click below.

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Social Media: LinkedIn

LinkedIn is often describe as ’the missing piece of the puzzle’ of social media marketing. Click below to find out why!

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Top Tips to Life and Business

Looking for quick wins to succeed both professionally and personally? Adam Brooks at Sales Academy shares his tips for thriving in life and business.

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Top Ten Tips to Top Up Your Wellbeing

Dr Rebecca Lightfoot (Becca), Nutrition and Wellbeing Coach at Tip the Balance - Natural Nutrition & Wellbeing shares ten easy ways to take control of your wellbeing.

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Top Ten Tips for Social Media Content Creation

Engaging with new and existing customers online is now more important than ever. Enhance your online presence with these quick wins for excelling on social media from Adam Brooks, Founder and CEO of SkineeRino

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Our Top Tips For Social Media

There are many factors to consider when looking at how to perform well and best reach your audience on your social media channels.

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Buttercup held in hands

Social Media Channels: Are They All the Same?

Each social media channel has its own identity. If you want your content to stand out and engage your audience, it’s important to know who the audience is on each channel and what type of content works best.

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Social Media: Using the Correct Image Size

Imagery on your social media is a small yet effective element to your profile therefore it is essential to get it right.

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SEO: Quick Wins

SEO is essential in improving the quality and quantity of your website traffic. View our quick hints and tips on improving your SEO.

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Care Guides

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My Care Consultant Customer Guide

The new My Care Consultant customer guide is available for Care Box members. It has been created in partnership with Pure Retirement.

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Care Advice Guide for Advisers

An introductory guide for advisers and firms that don't give in-house care advice. The guide outlines what advisers need to know and how to put together a care advice referral proposition for your clients.

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If you are interested in any of our bespoke print and digital templates, please complete our toolkit enquiry form here. Or for any further queries, contact

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