Equity release

Application Forms

Title Reference Last updated
Flat enquiry form pdf
PF011496 12-07-2021
Additional Borrowing Application Form pdf
PF011440 26-11-2021
Completing & Submitting a Lifetime Mortgage Application pdf
PF04251 13-09-2021
Initial Borrowing application form pdf
PF011366 19-11-2021
KFI Request Form and Health & Lifestyle Questionnaire pdf
PF01917 25-10-2021

Adviser Support

Title Reference Last updated
Build your business with equity release pdf
PF04186 20-05-2021
Lifetime mortgages lending criteria pdf
PF011331 26-08-2021
Enhancing a lifetime mortgage with Aviva pdf
PF01966 28-07-2021
Lifetime mortgages voluntary partial repayment update pdf
PF011463 05-07-2021
ER drawdown sales aid pdf
PF011573 20-05-2021

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 08-06-2021
Lifetime Mortgage Tariff of Charges pdf
PF01459 21-10-2021
Getting the most from your adviser visit pdf
PF011151 27-07-2018
Equity Release Getting Family Involved pdf
PF011058 21-10-2021
How much could I release with an Aviva lifetime mortgage? pdf
PF011139 25-10-2021
Your guide to our lifetime mortgages pdf
PF01970 23-11-2021
Variable individual gilt-based early repayment charges explained pdf
PF011231 01-12-2021
Guide to properties we will consider - customer facing pdf
PF011387 27-09-2021
Lifetime mortgage fixed ERCs explained pdf
PF011601 01-12-2021

For use with existing equity release clients

Title Reference Last updated
Additional borrowing brochure pdf
PF01962 27-09-2021
Variable individual gilt-based early repayment charges explained pdf
PF011231 01-12-2021
Lifetime Mortgages moving home pdf
PF01205 12-10-2021

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 8 pdf
PF011433 03-12-2021