Further Advance eligibility check
You can check if your client is eligible for a Further Advance below.
Complete the form below to check if your client is eligible for a Further Advance. We'll send you an email with the maximum amount your client is eligible for.
Things to consider
- Your client can only apply for a Further Advance if they've had their lifetime mortgage for 12 months and have taken all the money in their drawdown facility if they had one.
- The minimum amount they may be able to take is £5000. The interest rate may be different from the initial loan depending on the interest rates available at the time you request a Further Advance.
- There are costs to consider when applying for a Further Advance and these are detailed in the Tariff of Charges (PDF: 96KB).
Before we can release any information relating to an account, we need to be sure that you have the correct authority. If we don’t already have your authority details, please call our customer services team on 03330 048 444, Monday to Friday, between 8.30am to 5.30pm. We may record and monitor calls. Call charges will vary.