We offer later life mortgages to help you meet your client's needs throughout their retirement.
Helping you and your clients with annuities.
Adviser Consent Form
pdf (142.86 KB)
Q0055192
30 Mar 2023
Later Life Mortgage Suitability Criteria
pdf (341.83 KB)
DA836
22 Sep 2024
Lifetime Mortgage Drawdown Customer Guide
pdf (570.76 KB)
Q0055313
03 Jul 2024
Further Advance Guide
pdf (1.04 MB)
DA1451
02 Jun 2024
Later life mortgages underwriting criteria
pdf (653.16 KB)
DA1346
30 May 2022
Change of Servicing Rights Form
pdf (155.52 KB)
DA1103
22 Sep 2023
Our Lifetime Mortgage comparison sheet
pdf (891.08 KB)
DA1839
Payment Term Lifetime Mortgage - All you need to know
pdf (8.75 MB)
DA1822
23 May 2024
Interest Roll Up and Optional Payment Lifetime Mortgage Application Form
pdf (339.86 KB)
DA702
29 Jan 2024
Optional Payment Lifetime Mortgage - All you need to know
pdf (1.76 MB)
DA404
16 Sep 2024
Interest Roll Up and Optional Payment Lifetime Mortgages Terms and Conditions
pdf (357.13 KB)
DA438
Lifetime Mortgage - Additional borrowing Application Form
pdf (394.54 KB)
Q0058944
16 Aug 2022
Lifetime Mortgage Porting Leaflet
pdf (779.02 KB)
DA641
Lifetime Mortgage Tariff of Charges
pdf (113.66 KB)
Q0052248
29 Aug 2023
Interest Roll Up Lifetime Mortgage - All you need to know
pdf (6.88 MB)
DA403
08 May 2024
Assessing Payment Term Lifetime Mortgage affordability
pdf (129.87 KB)
DA1799
30 Nov 2023
Customer assistance helpline
pdf (163.42 KB)
Q0054912
14 Mar 2023
Lasting Power of Attorney Guide
pdf (287.26 KB)
Q0056216
24 Sep 2024
Payment Term Lifetime Mortgage Product Summary
pdf (1.27 MB)
DA1824
09 Oct 2024
Variable Early Repayment Charges Guide
pdf (442.35 KB)
DA400