These materials are intended for use by Financial Advisers only

OneFamily Adviser

Working together

Find out more about how we design our products and services around the needs of your customers and your business.

It’s what makes us OneFamily

We’ve been focused on creating innovative, flexible products that help families deal with ever-changing financial needs since 2015, when Family Investments and Engage Mutual merged to form OneFamily.

We continue to achieve industry recognition for the products, service and support we give to advisers and customers alike. This includes a five-star rating from MoneyFacts for our Lifetime Mortgages, plus a five-star rating from Defaqto for our Over 50s Life Cover.

Defaqto award and Equity Release Council

Become one of our approved advisers

To gain a better understanding of what you want from us, we’ve been working with advisers and brokers across the UK. Your feedback is vital in helping us provide the support you need to grow your business.

Lifetime Mortgages

Lump sum lifetime mortgages with flexible features and direct access to our Sales and Underwriting teams


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Over 50s Life Cover

A quick and simple way for your customers to leave behind a cash lump sum for their loved ones.


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Why work with OneFamily?

Join OneFamily and enjoy the following benefits:

A dedicated team of product specialists, reachable by phone or email

Direct access to our Lifetime Mortgage underwriters

Trusted and innovative products tailored to your customers’ evolving needs

Helpful tools and resources on our dedicated adviser website

A safe, secure online portal to submit business

Meet our dedicated Intermediaries team

Find the help and expertise you need from our Business Development Managers, Telephone Account managers and Underwriting team.

Meet the team

Lifetime Mortgage support team

OneFamily Foundation

The Foundation was created to benefit your customers and their communities

Personal Grants

Our £500 grants can provide the help your customers need when unexpected difficulties arise.

Community Grants

Your customers can nominate a project that’s important to them for an award of up to £5,000

Young Persons Education Grants

Your customers can apply for up to £500 to help a young person with the cost of education, training or apprenticeships.

Since 2015, we’ve awarded over £3 million to OneFamily customers and the good causes they care about.  

We’re proud to have supported over 350,000 people across the UK through the OneFamily Foundation.

Group of OneFamily Foundation Community Awards winners

Contact the team

Lifetime Mortgages 
0800 802 1645
(Open 9am - 5.30pm, Monday to Friday.*)

Over 50s Life Cover 
0808 100 5075
(Open 9am - 6pm, Monday to Friday.*)

Email us

*All calls may be recorded for security and training purposes. Calls are free from UK landlines only.