Enhanced Plans
Making the very best of life for your clients
Is your client one of the thousands of homeowners in or approaching retirement with concerns about their current or future finances?
After years of juggling work and family life, retirement should be a time to make the most out of life and do all those things we’ve always longed to. Unfortunately, it’s not always easy to find the money to pay for those dreams.
Over the years, rising house prices have allowed many people to build up substantial equity in their home, yet underperforming savings and pensions combined with rising living costs mean that some people struggle to maintain the lifestyle they would like.
Your client may be at a stage in their life where their health affects their quality of life. Perhaps they need to adapt their home to make it easier to manage, or maybe they’re looking to fund particular medical costs? Or they could simply want make the most out of their retirement whilst ensuring an inheritance for their loved ones.
Transform the money held in their client bricks and mortar into a tax-free cash lump sum that they could use to enjoy life.
more 2 life enhanced lifetime mortgage plans may be able to offer more cash, based on the client’s health and lifestyle.
An inheritance for your client’s nearest and dearest
Your customer may want to ensure that no matter what happens, some of their property will be left to their nearest and dearest.
Our “Protected Equity Guarantee option” allows a specific percentage of their property’s value to be safeguarded as an inheritance for their loved ones.
