Business Development Resources

You'll find a variety of information to help both you and your clients find out more about our lifetime mortgage product.

Sales aids and infographics 
What do lifetime mortgage clients look like? (1314138) 
Take a look at how lifetime mortgage clients differ across the country.
Why is servicing interest so interesting (1313930)  Find out why the servicing interest option could be the solution for clients wanting to reduce the build-up of debt.
Understanding features and benefits (1313905)
Find out about a wide range of flexible options and features.
Lifetime mortgages v RIOMs - what's the difference (1313798) 
There are some important differences to consider when deciding the best option for your clients.
Lifetime mortgages mythbusters infographic (1313420) 
If you think equity release is best avoided, it's time to think again.
The alternatives to equity release (1311760) It's important to consider your options - we've created a summary of the possible alternatives.
Equity release - a spotters guide (1313759) It's important to build equity release into the financial planning process.
Articles 
A need for Interest Serviced in the lifetime mortgage market (1313887)   Plugging the interest only gap.
Helping your clients realise their untapped wealth (1313523) Why clients could release equity tied up in their home to further enhance their lifestyle.
Case studies
Frank Brooks' story (1314362) - NEW! Find out flexible cashback can help overcome downgrade in property value.
Anika Bansal's story (1314285A)  - NEW! Find out how flexible cashback can reduce LTV to get lower interest rate.
Candace Smith's story (1314285B) NEW! Find out how flexible cashback can lead to less interest in year one by £1,560.
Tom and Anna Hill's story (1313948A)
Find out how the Just For You Lifetime Mortgage can help raise funds to repay an interest only mortgage.
Christopher Spencer's story (1313948B)
Find out how the Just For You Lifetime Mortgage can provide an early gift whilst helping to protect some inheritance value.
Allan and Lisa Lim's story (1313992)
Find out how the Just For You Lifetime Mortgage can help a couple wanting to fund a conservatory now and a campervan later.
Graham and Carol Jackson's story (1313994)
Find out how the Just For You Lifetime Mortgage can help a couple realise their dream holiday and update their home.
Charlie Woods' story (1314024A) 
Find out how the Just For You Lifetime Mortgage can help raise funds for home improvements and a new boiler.
Margaret Palmer's story (1314024B) 
Find out how the Just For You Lifetime Mortgage can raise funds to clear existing debts and contribute to grandchildren's educational costs.
Norman Brooks and Francis Knight's story (1314024C) 
Find out how the Just For You Lifetime Mortgage can provide cash facility to boost retirement lifestyle.