How To Use Your Home To Meet Your Needs

Unlock tax-free cash with a Lifetime Mortgage

More and more UK homeowners at or near retirement are seeking ways to free up cash to fund their needs. The Retirement Mortgage Service is here to help you find out if you can join them.

Whether you are looking for ways to boost your disposable income, improve your home, or help your loved ones financially, your property wealth could be the key to achieving your ambitions.

We've helped thousands of customers access their property wealth with a Lifetime Mortgage. With no required repayments and multiple customer safeguards, Lifetime Mortgages offer you a chance to benefit from the huge increase in property value over the last few decades. With a free Information Team available to tell you if you could be eligible, we're on hand to provide you with jargon-free, award-winning advice.

Use our online calculator today to see how much you could release!

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1. Your Property

2. About You

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Great News! Based on the information provided, you could potentially qualify for one of our range of mortgages. We need a few more details to be sure!

To qualify for the Retirement Mortgage Service you must be a UK based homeowner aged 55 or over.

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Your Retirement Mortgage Options

Your lifetime mortgage options. You have two different options when using lifetime mortgages and borrowing in or into your retirement. The first option is a lifetime mortgage. With a lifetime mortgage you can release a tax free lump sum without making any repayments during your lifetime unless you choose to do so. The other option is a drawdown lifetime mortgage. This is where you draw some of your equity now and keep the rest in an interest free reserve and only draw on it as and when you need it.

Your Retirement Mortgage Options

Your lifetime mortgage options. You have two different options when using lifetime mortgages and borrowing in or into your retirement. The first option is a lifetime mortgage. With a lifetime mortgage you can release a tax free lump sum without making any repayments during your lifetime unless you choose to do so. The other option is a drawdown lifetime mortgage. This is where you draw some of your equity now and keep the rest in an interest free reserve and only draw on it as and when you need it.

Mortgages in Retirement

If you are looking to make monthly payments, then one of a number of mortgage products could be suitable for you, ranging from traditional mortgages to Retirement Mortgages and Retirement Interest-Only Mortgages.

The one that is best suited to you will depend on your personal circumstances and at the Retirement Mortgage Service we will only recommend a product that works for both you and your loved ones. With these mortgages there are monthly payments to be made each month, and your home may be repossessed if you do not keep up repayments on your mortgage.

Whether you are looking for a new mortgage or a remortgage some traditional mortgages are still suitable for homeowners in retirement. Capital repayment and interest-only plans are available, and you will have to show that you can afford the monthly payments both now and in the future. Traditional mortgages are typically available to homeowners aged over 18, and the amount that you can borrow will depend on your income and property value.

There’s a wide variety of mortgage features and rates available on the market. At the Retirement Mortgage Service we will assess your eligibility, before confirming typical interest rates and the amounts available. There will be a fixed term length for the mortgage, and you may be able to fix the interest rate for a number of years.

Retirement Mortgages have been designed to allow you to borrow into retirement. As with a traditional mortgage, you can choose from two main types – interest-only or capital repayment plans. With a Retirement Mortgage there are payments to make each month and the loan is due for repayment at the end of the term. The amount that you can borrow depends on the value of your home, your pension income, and other lending criteria.

Minimum property values may apply, and for joint mortgages we will make sure the loan remains affordable in the event of death of one party. Plans typically must be repaid once you reach a certain age.

Retirement Interest-Only Mortgages (RIOs) are a great way to borrow in later life for those looking to keep the size of their monthly payments to a minimum. Working similarly to a regular interest-only mortgage, you only pay the interest each month. The capital balance is then usually repaid through the sale of the property, once the last deed holder has passed away or moved into long-term care.

RIOs can be a useful option if you are trying to avoid downsizing and, if you keep up the repayments, it is more likely that there will be equity leftover to use as an inheritance. Just like with other types of retirement mortgage, the amount you can borrow is determined by the value of your property, your pension income and other lending criteria.

Lifetime Mortgages

Lifetime Mortgages are becoming increasingly popular, as UK homeowners look to take advantage of their property wealth to fund their later life ambitions with the option of not making any repayments during their lifetime.

If you are over the age of 55, then you could be eligible to release tax-free capital from your home, whilst retaining full home ownership.

As there are no required repayments over the course of the term of the loan, Lifetime Mortgages do not come with the risk of repossession, though releasing equity with a Lifetime Mortgage may impact the value of your estate and could affect your entitlement to means-tested state benefits.

  • The amount that you can borrow depends on the value of your home and the age of the youngest homeowner on the deeds
  • To be eligible the youngest homeowner must be aged 55 or over, and the property must be worth at least £70,000.
  • Based on your personal circumstances we will decide upon the plan that best suits you.
  • There are a number of different types of Lifetime Mortgage, based on the way you release the funds and whether or not you wish to make voluntary repayments during your life-time.
  • Lifetime Mortgages have no fixed end date and the mortgage balance is due for repayment once the last homeowner on the deeds has either passed away or have entered into long-term care.
  • Typically this is achieved via the sale of the property.