Your Guide to Later Life Finance

We’ll support you through the equity release process, step by step Speak to an expert A specialist will answer initial

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questions you might have and arrange a consultation with a local, expert equity release adviser

Talk to your family We encourage you to discuss equity release with your family and invite them along to appointments

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First appointment A dedicated adviser will discuss the options available and find out more about your particular circumstances and requirements

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Finding the right plan Should you decide to proceed, your adviser will search the more2life and Standard Life range of lifetime mortgages to find a suitable one for you Starting the paperwork Should you decide to proceed, the paperwork will be submitted and your property will be valued by an independent surveyor

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Second appointment Your adviser will present their recommendation and answer any questions you may have. Your adviser will also provide a personalised illustration Offer issued You’ll be issued with an offer following a satisfactory valuation including full terms and conditions of your plan for your approval

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Legalities Independent solicitors acting on your behalf will cover the legal aspects

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Complete in 8–12 weeks Although a timescale can’t be guaranteed, this is the typical time it takes from application to completion

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Money released Time to start enjoying the money released

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27 Get advice today 0800 294 3171

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