Register | Login  | Bookmark | Search 

Latest News

  • Brits are taking action agains the impact of the credit crunch rather than getting into further debt, it has been revealed.
    More...

  • May's Bank of England monetary policy committee (MPC) meeting has resulted in no change to the base rate, it has been revealed.
    More...

  • Younger people are more likely to talk about their money issues than their elder counterparts, it has been revealed.
    More...

Lifetime Mortgages

Currently the most popular means of unlocking the cash in your home involves taking out a lifetime mortgage.

You borrow a set amount of money against the value of your home in the form of a mortgage. This is normally in the form of one lump sum, although there are now plans available that will allow you to take it out as you need it, which could be advantageous in minimising the amount of interest owed.

You can then spend the money you release as you wish (as long as any outstanding mortgage is settled first). The best way to visualise it is to think of it as a long-term loan, secured against the value of your property, that is paid off when your home is sold.

You and your partner continue to live in your home and have no interest to pay at all during your lifetime. Instead, "compound interest" is added or "rolled up" with the loan. The whole debt is then paid off using the proceeds from the sale of the property when the last survivor dies, or moves into a nursing home.

View the list of Lifetime Mortgages

Advantages of Lifetime Mortgages

  • Typically available to those as young as 55.
  • You keep ownership of your own home and could still benefit from any rises in house prices.
  • You know how much money you will receive from the scheme at the outset.
  • Possibility of leaving some equity to your heirs, depending on the size and length of your loan.

Disadvantages of Lifetime Mortgages

  • Your debt will grow over time, although this can be limited by only releasing money you need when you need it.
  • The entire equity in your property may be exhausted, leaving nothing for your family.
  • If you choose to repay the loan early, early repayment charges may apply.
  • Your tax position and eligibility for means tested benefits may be affected, as might your options for moving or selling your home in the future.

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

Back to Equity Release Mortgages