You will need to use Adobe Acrobat reader to download these forms.
This page contains useful literature for our lifetime mortgage and enhanced annuities.
Our latest lifetime mortgage literature is shown below.
For existing customers, different terms and conditions may apply depending on when you took out your lifetime mortgage.
Please refer to the lifetime mortgage documentation you were given at the time of completion, or contact us.
Lifetime Mortgage Literature
Lifetime Mortgage cash facility guide
A document detailing the cash facility available with our Drawdown Lifetime Mortgage
Your guide to borrowing more money
This document provides you with a list and description of the charges payable
Tariff of Charges
This document provides you with a list and description of the charges payable
Early repayment charge
This guide explains what will happen if you want to repay your Lifetime Mortgage early
Helping you through
We understand that losing someone close to you can be difficult. This guide contains information on how we can help.
Annuity Literature
Annual Allowance Factsheet
Our guide to changes to the annual allowance and key things you will need to consider if accessing your pension flexibly.
Pension Annuity taxation at a glance
We’ve compiled some answers to frequently asked questions about annuities and tax.