Later Life Planning Update – September 2017

Later Life Planning Update – September 2017

Welcome to our latest update dedicated to the topic of later life planning.

We will seek to arm you with all the tools and knowledge you will need to satisfy all of your clients’ financial needs as they approach retirement.

Please take the time to read through the update as there may be some information that is important to you.

Hodge’s 55+: A residential interest only mortgage for customers age 55-95

By |September 20th, 2017|Categories: 09. September, 2017, 21, Lending into Retirement, Provider News|

Highlights: 2 year & 5 year fixed ERC's available LTV's of up to 60% from age 55 Choice of competitive rates Ability to make 10% repayments from day 1 Free valuation for properties worth [...]

One Family: Flexibility being a core focus

By |September 20th, 2017|Categories: 09. September, 2017, 21, Lending into Retirement, Provider News|

At OneFamily we’re here to help your customers meet the financial needs of modern life. We’ve created award winning products with customer needs and flexibility being a core focus. Since OneFamily started, we’ve picked-up the [...]

Chorley Building Society: Lending to older Borrower USPs

By |September 20th, 2017|Categories: 09. September, 2017, 21, Lending into Retirement, Provider News|

No maximum age limit- Does the case make sense? No credit scoring, we credit search Every case individually underwritten with a common sense approach Lending into and whilst retired acceptable Currently no restrictions on [...]

Family Building Society: We’ll lend to your older and retired clients

By |September 20th, 2017|Categories: 09. September, 2017, 21, Lending into Retirement|

Many banks and building societies have a traditional view to lending that means your older clients may often struggle to gain access to any kind of borrowing. Upper age limits for lending seem at odds [...]

By |2019-03-12T10:53:11+00:00November 23rd, 2017|2017, Lending into Retirement, Provider News|0 Comments

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