Guide to Equity Release

Welcome to our equity release guide
The information contained on the following pages is designed to help people considering equity release understand the basic concepts of the product(s), the benefits of equity release as a source of retirement income planning and to provide information on the costs and processes involved with taking out an equity release plan.
You may browse the guide using the navigation to the left or alternatively it is available for download in .pdf format here.
Further information
If you feel that equity release may be right for you, or if you’d just like to know more you can call 0800 622 6035 or request a call back at a time that suits you.
One of our team will call you to discuss your circumstances, review your eligibility and if appropriate arrange an appointment for you with an adviser.
Our expert advisers understand that everyone is different and so will take the time to understand your specific needs and circumstances. Equity release will only be recommended if the adviser believes it’s a suitable option for you to reach your goals. If the adviser believes equity release is not right for you they will help you to identify other solutions which are.
The service provided by our advisers is without obligation and you will only incur a fee if you choose to take out an equity release plan.
Nothing in this guide constitutes advice or recommendation. The decision to use equity release is an important one and should not be undertaken without taking independent advice.
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