Case studies

We’ve developed a number of illustrative case studies to help highlight where a Retirement Interest Only Mortgage might be a potential solution for your clients and the risks that should be considered when taking out a loan that is secured against the home.

Lifestyle maintainers

Chris and Pauline are approaching the end of their interest-only mortgage and need to find a solution to clear the remaining balance. Find out how a RIO could help them do this.

Lifestyle improver

Jenny is equity rich but cash poor. Find out how a RIO could help improve her lifestyle in retirement.

Lifestyle enhancers

Julian and Sarah want to help their children get on the property ladder. Find out how a RIO could help them do that.

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Lifestyle improvers

Barry and Fiona need extra money carry out significant renovations to their home. Find out how a RIO could help them.