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| Download | |||
|---|---|---|---|
| Application Forms | |||
| PF011496 | Flat enquiry form - PDF | 27-03-2025 | Download Flat enquiry form |
| PF011440 | Additional Borrowing Application Form - PDF | 29-08-2023 | Download Additional Borrowing Application Form |
| PF011771 | Initial borrowing quote data capture form - PDF | 02-08-2023 | Download Initial borrowing quote data capture form |
| PF011849 | Initial borrowing online application data capture form - PDF | 11-12-2023 | Download Initial borrowing online application data capture form |
| Adviser Support | |||
| PF04186 | How to build your business with equity release - PDF | 07-01-2025 | Download How to build your business with equity release |
| PF01966 | Enhancing a lifetime mortgage with Aviva - PDF | 02-01-2025 | Download Enhancing a lifetime mortgage with Aviva |
| PF011573 | ER drawdown sales aid - PDF | 20-05-2021 | Download ER drawdown sales aid |
| PF011768 | Equity Release - Target Market Statement - Lifestyle Flexible Option Lifetime Mortgage - PDF | 02-04-2025 | Download Equity Release - Target Market Statement - Lifestyle Flexible Option Lifetime Mortgage |
| PF011769 | Equity Release - Value for Money Assessment - Lifestyle Flexible Option Lifetime Mortgage - PDF | 09-04-2025 | Download Equity Release - Value for Money Assessment - Lifestyle Flexible Option Lifetime Mortgage |
| PF011940 | Equity Release - Target Market Statement - Lifestyle Max Lifetime Mortgage - PDF | 02-04-2025 | Download Equity Release - Target Market Statement - Lifestyle Max Lifetime Mortgage |
| PF011947 | Equity Release - Value for Money Assessment - Lifestyle Max Lifetime Mortgage - PDF | 25-11-2024 | Download Equity Release - Value for Money Assessment - Lifestyle Max Lifetime Mortgage |
| PF011245 | Lifetime Mortgage customer profiles - PDF | 15-07-2024 | Download Lifetime Mortgage customer profiles |
| PF011291 | Growing your equity release network - PDF | 20-12-2023 | Download Growing your equity release network |
| PF011331 | Lifetime mortgages Lending criteria - PDF | 04-04-2024 | Download Lifetime mortgages Lending criteria |
| PF011901 | How could asking Health & Lifestyle questions help your clients considering an Aviva lifetime mortgage? - PDF | 07-08-2024 | Download How could asking Health & Lifestyle questions help your clients considering an Aviva lifetime mortgage? |
| PF011386 | Lending criteria infographic - PDF | 30-08-2024 | Download Lending criteria infographic |
| PF011917 | Lifetime Mortgages: Be valuation ready - PDF | 05-09-2024 | Download Lifetime Mortgages: Be valuation ready |
| PF011286 | Growing your equity release network - Email and letter templates - PDF | 03-03-2025 | Download Growing your equity release network - Email and letter templates |
| For use with clients considering equity release | |||
| PF011866 | Five common myths about equity release - PDF | 19-03-2024 | Download Five common myths about equity release |
| PF011612 | Variable gilt index early repayment charges explained - PDF | 10-01-2025 | Download Variable gilt index early repayment charges explained |
| PF011180 | Equity release process infographic - PDF | 18-01-2024 | Download Equity release process infographic |
| PF011258 | Compound interest explained - PDF | 10-04-2024 | Download Compound interest explained |
| PF01459 | Lifetime Mortgage Tariff of Charges - PDF | 27-01-2025 | Download Lifetime Mortgage Tariff of Charges |
| PF011151 | Getting the most from your adviser visit - PDF | 27-07-2018 | Download Getting the most from your adviser visit |
| PF011058 | Equity Release Getting Family Involved - PDF | 04-10-2024 | Download Equity Release Getting Family Involved |
| PF01970 | Your guide to our lifetime mortgages - PDF | 04-10-2024 | Download Your guide to our lifetime mortgages |
| PF011231 | Variable individual gilt-based early repayment charges explained - PDF | 01-07-2025 | Download Variable individual gilt-based early repayment charges explained |
| PF011387 | Guide to properties we will consider - PDF | 23-01-2025 | Download Guide to properties we will consider |
| PF011601 | Fixed percentage early repayment charges explained - PDF | 09-12-2024 | Download Fixed percentage early repayment charges explained |
| For use with existing equity release clients | |||
| PF01962 | Additional borrowing brochure - PDF | 29-10-2024 | Download Additional borrowing brochure |
| PF011231 | Variable individual gilt-based early repayment charges explained - PDF | 01-07-2025 | Download Variable individual gilt-based early repayment charges explained |
| PF01205 | Lifetime mortgages moving home - PDF | 11-02-2025 | Download Lifetime mortgages moving home |
| PF011877 | Equity release - A guide to your cash reserve - PDF | 06-02-2025 | Download Equity release - A guide to your cash reserve |
| Do I need a Power of Attorney? - PDF | 30-06-2025 | Download Do I need a Power of Attorney? | |
| A guide for Power of Attorney or Court of Protection appointed deputy - PDF | 30-06-2025 | Download A guide for Power of Attorney or Court of Protection appointed deputy | |
| PF011881 | A guide to repaying your Lifetime Mortgage - PDF | 11-02-2025 | Download A guide to repaying your Lifetime Mortgage |
| PF011882 | Equity release - A guide to repaying for the borrower's representative - PDF | 06-02-2025 | Download Equity release - A guide to repaying for the borrower's representative |
| PF011883 | Equity release - A guide to providing evidence - PDF | 06-02-2025 | Download Equity release - A guide to providing evidence |
| PF011893 | Equity release - A guide to voluntary partial repayments - PDF | 19-02-2025 | Download Equity release - A guide to voluntary partial repayments |
| Terms and conditions | |||
| PF011433 | Aviva Lifetime mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 11 - PDF | 21-11-2024 | Download Aviva Lifetime mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 11 |
| PF011847 | Lifetime Mortgage Privacy Notice - PDF | 27-11-2023 | Download Lifetime Mortgage Privacy Notice |
| PF011434 | Aviva Lifetime Mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 11- Variation - PDF | 21-11-2024 | Download Aviva Lifetime Mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 11- Variation |
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