We offer later life mortgages to help you meet your client's needs throughout their retirement.
Helping you and your clients with annuities.
Lifetime Mortgage Drawdown Customer Guide
pdf (570.76 KB)
Q0055313
03 Jul 2024
Adviser Consent Form
pdf (142.86 KB)
Q0055192
30 Mar 2023
Later Life Mortgage Suitability Criteria
pdf (321.25 KB)
DA836
05 Aug 2024
Payment Term Lifetime Mortgage - All you need to know
pdf (8.75 MB)
DA1822
23 May 2024
Variable Early Repayment Charges Guide
pdf (622.63 KB)
DA400
Change of Servicing Rights Form
pdf (155.52 KB)
DA1103
22 Sep 2023
Information sharing document - Lifetime Mortgages
pdf (299.12 KB)
Information sharing document - Retirement Interest Only Mortgage
pdf (221.82 KB)
21 May 2024
Interest Roll Up and Optional Payment Lifetime Mortgage Application Form
pdf (339.86 KB)
DA702
29 Jan 2024
Later life mortgages underwriting criteria
pdf (653.16 KB)
DA1346
30 May 2022
Optional Payment Lifetime Mortgage - All you need to know
pdf (1.76 MB)
DA404
08 May 2024
Our Lifetime Mortgage comparison sheet
pdf (891.08 KB)
DA1839
Payment Term Lifetime Mortgage Product Summary
pdf (2.17 MB)
DA1824
10 Jul 2024
Interest Roll Up and Optional Payment Lifetime Mortgages Terms and Conditions
pdf (357.13 KB)
DA438
Lifetime Mortgage Porting Leaflet
pdf (779.02 KB)
DA641
02 Jun 2024
Lifetime Mortgage Tariff of Charges
pdf (113.66 KB)
Q0052248
29 Aug 2023
PTLM case study - James and Mallika
pdf (1.42 MB)
DA1781
Retirement Interest Only Mortgage - All you need to know
pdf (6.4 MB)
DA2015
29 Jul 2024
Assessing Payment Term Lifetime Mortgage affordability
pdf (129.87 KB)
DA1799
30 Nov 2023
Assessing RIO affordability - Pensions in payment
pdf (830.66 KB)
DA733
12 Jun 2023