Through our dedicated team and online support tools, we’ll be available to help SIFA members understand more about the lifetime mortgage market and how it could help their clients.

Longevity is a key challenge for advisers who're helping with retirement planning. We believe property wealth should be playing a central role in meeting the financial challenge of living longer.

We launched our Lifetime Mortgages in 2015, and have since been working tirelessly to increase awareness of the market and provide better value to your clients, all whilst making our products more flexible.

A lifetime mortgage is a type of equity release that allows your client to unlock some of the equity from their home without having to move. It's a loan secured against their home to give them a cash sum or smaller amounts, tax-free, that they can take as and when they need.

 View - Read our article on OPLM View - Read our article on OPLMAdvisers must be qualified to provide advice about lifetime mortgages.

Our adviser site helps you support your client through their ongoing retirement journey with tools, information and products.

We’ve launched our new Income Lifetime Mortgage

Our new Income Lifetime Mortgage has been designed for those clients who need a regular fixed monthly income over a fixed term. It can be used to fund the regular activities and little luxuries, like treats for the grandchildren, nights at the theatre or meals out.

Support for you and your clients

Helping you grow

This page is to help support you and grow your retirement business.

  • Getting started with our quoting systems.
  • See the awards we've won for our products.

News and insight

We've created a news and insight hub for you to find out more about our:

  • Thought leadership
  • Market insights
  • Product related articles

Ambitious life goals of the over-55s

We interviewed 2,000 homeowners aged 55 and over, to ask them about their goals and aspirations for the future.

Should clients downsize to help grandchildren?

Is it right that clients in the UK are now looking to downsize their homes to help their grandchildren get on the housing ladder?