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 questions you might have and arrange a consultation with a local, expert equity release adviser First appointment A dedicated adviser will discuss the options available and find out more about your particular circumstances and requirements 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

1

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

2

3

1

Finding the right plan Should you decide to proceed, your adviser will search our range of lifetime mortgages and payment-term lifetime mortgages to find the most 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

4

5

2

6

7

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

8

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

9

Money released Time to start enjoying the money released

10

27 Get advice today 0800 294 3171

Made with FlippingBook. PDF to flipbook with ease