Why Join TERN?
Grow quickly and sustainably
- Free, qualified leads to grow your business
- Proven lead gen tools ready to deploy
- Simple, flat pricing with no hidden costs
- Bespoke growth plans tailored to your firm
- All-in-one platform for advice and growth
- Backed by Equity Release Group, TERN combines 20 years of later life lending expertise with access to industry first tools like smartER™ and full CRM, offering advisers a proven platform built on trust, innovation, and growth.
Powered by Equitec
Technology that works as hard as you do
Our network is underpinned by Equitec — industry-leading client tools like smartER® and our own adviser CRM that streamline advice journeys, deepen insights, and put better outcomes within reach.
TERN Adviser Academy
Hands-On Learning That Leads To Growth
Our accredited Adviser Academy helps you stay sharp, compliant and competitive. From onboarding through to advanced development, you’ll gain the knowledge and confidence to grow with clarity.
Flexible classroom learning – no pre-recorded videos
Compliance, CRM, product, and client skills training
CPD-certified content and business growth modules
Exclusive insight from industry leaders
“The Equitec systems have completely transformed how I work. Everything connects — CRM, sourcing, client updates — it’s just seamless.”
Partner with a network that grows with you
Ready to scale smartER? Let's talk about what’s possible. Book a call today.
