How does it work?
How does it work?
Step 1
Your adviser will discuss your goals and requirements with you either face-to-face or over the telephone, whichever you prefer. They will help you consider all the options, explore alternatives and answer your questions.
Together you’ll decide whether equity release is right for you. If equity release is not the right solution for you, we will state the reasons why and provide you with alternative options to consider.
Step 2
Your adviser will present their recommendations, and if you are happy to go ahead, they can help you complete your application.
This will be sent to your chosen provider who will arrange a valuation of your property.
Step 3
Your provider will issue your offer directly to you, and once the legal paperwork is complete, your funds will be released.