Equity release

Application Forms

Title Reference Last updated
Flat enquiry form pdf
PF011496 22-01-2021
Additional Borrowing Application - Adviser signature only required pdf
PF011440 14-04-2021
Additional Borrowing Application - Customer and Adviser signature required pdf
PF01330 14-04-2021
New Business Application - Customer and Adviser signature required pdf
PF01436 14-04-2021
Completing & Submitting a Lifetime Mortgage Application pdf
PF04251 31-03-2021
New Business Application - Adviser signature only required pdf
PF011366 14-04-2021
KFI Request Form and Health & Lifestyle Questionnaire pdf
PF01917 22-01-2021

Adviser Support

Title Reference Last updated
Build your business with equity release pdf
PF04186 01-09-2020
Lifetime mortgages lending criteria pdf
PF011331 05-06-2020
Enhancing a lifetime mortgage with Aviva pdf
PF01966 30-09-2020
Lifetime mortgages voluntary partial repayment update pdf
PF011463 20-08-2020

For use with clients considering equity release

Title Reference Last updated
Equity release process infographic pdf
PF011180 31-07-2019
Compound interest explained pdf
PF011258 30-06-2020
Lifetime Mortgage Tariff of Charges applicable from 10th August 2021 pdf
PF01459 16-03-2021
Getting the most from your adviser visit pdf
PF011151 27-07-2018
Equity Release Getting Family Involved pdf
PF011058 07-01-2021
How much could I release with an Aviva lifetime mortgage? pdf
PF011139 09-11-2020
Your guide to our lifetime mortgages pdf
PF01970 20-01-2021
Guide to properties we will consider - customer facing pdf
PF011387 15-03-2021
Lifetime Mortgage Tariff of Charges applicable until 9th August 2021 pdf
PF01459B 17-03-2021

For use with existing equity release clients

Title Reference Last updated
Additional borrowing brochure pdf
PF01962 22-02-2021
Lifetime Mortgages Early Repayment Charges Explained pdf
PF011231 25-01-2021
Lifetime Mortgages moving home pdf
PF01205 10-03-2021

Terms and conditions

Title Reference Last updated
Terms and Conditions of the Aviva lifetime mortgage - Aviva Lifestyle Flexible Option and Aviva Lifestyle Lump Sum Max Edition 7 pdf
PF011433 01-09-2020