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Many of us believe that the cash is a safe way of saving. It is indeed very important to have an easily-accessible 'rainy day' fund - but with inflation rates rising, your cash savings might soon start losing value.
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Supplement your later life income by borrowing against the value of your home
* Required
This may take up to 5 minutes.
Once completed, we'll confirm your request and any next steps within the next 10 working days.
You will need to attach the Power of Attorney documentation at the end of this form in order for your request to be submitted.
You will need to attach the Overseas Power of Attorney documentation at the end of this form in order for your request to be submitted.
We understand the limitations of overseas post, therefore we can accept an emailed copy of the document, providing this has been certified on each page by an appropriate professional (e.g. Solicitor or Notary).
Should any further requirements arise, we will contact you within the next 10 working days.
If you have a Lasting Power of Attorney (LPA) registered after 1st January 2016 you can provide us with the ‘LPA access code’ which will allow us to view a summary of the LPA online.
If you do not have an LPA access code and would like to create one:
Please visit: www.gov.uk/use-lpa for further guidance.
Why provide an LPA code?
Using an LPA access code can significantly reduce the time it takes for us to review and add a Power of Attorney to a customers policy.
If you do not wish to obtain a code, we will work to review your paperwork as soon as possible, however it can take up to 30 days if we need to validate any information with the Office of Public Guardian.
Please either continue completing the form without a code, or visit the website above to obtain your LPA access code.
If you wish to proceed without obtaining an LPA Code, please note:
This should be the address we currently hold on the our records.If required, you can provide a new address later in the form.
We are unable to complete the request to change the Annuitants address unless evidence is attached at the end of this form
Please ensure you supply one of the following : 1. Bank statement, credit and debit accepted (dated within the last 3 months)2. Mortgage statement (within the last 12 months)3. Council Tax statement or demand letter (this must be for the current tax year)4. Utility Bill (This must show your name and current address and dated within 3 months)
Please note: The address you provide must match the address listed on your Power of Attorney documentation. If it does not, you must include evidence confirming your recent change of address.
Please provide any additional details or requests here.
It will open in a new window and allows you to submit up to another 20MB of files.