Equity release

Application Forms

Title Reference Last updated
Flat enquiry form pdf
PF011496 27-04-2022
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 27-04-2022

For use with existing equity release clients

Title Reference Last updated
Additional borrowing brochure pdf
PF01962 26-04-2022
Variable individual gilt-based early repayment charges explained pdf
PF011231 23-01-2022
Lifetime Mortgages moving home pdf
PF01205 12-10-2021

For use with clients considering equity release

Title Reference Last updated
Variable gilt index early repayment charges explained pdf
PF011612 26-04-2022
Equity release process infographic pdf
PF011180 08-02-2022
Compound interest explained pdf
PF011258 16-05-2022
Lifetime Mortgage Tariff of Charges pdf
PF01459 23-01-2022
Getting the most from your adviser visit pdf
PF011151 27-07-2018
Equity Release Getting Family Involved pdf
PF011058 26-04-2022
How much could I release with an Aviva lifetime mortgage? pdf
PF011139 26-04-2022
Your guide to our lifetime mortgages pdf
PF01970 26-04-2022
Variable individual gilt-based early repayment charges explained pdf
PF011231 23-01-2022
Guide to properties we will consider - customer facing pdf
PF011387 27-09-2021
Lifetime mortgage fixed ERCs explained pdf
PF011601 26-04-2022

Terms and conditions

Title Reference Last updated
Aviva Lifetime mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 9 pdf
PF011433 26-04-2022

Adviser Support

Title Reference Last updated
Lifetime mortgages lending criteria pdf
PF011331 24-02-2022
Build your business with equity release pdf
PF04186 27-04-2022
Enhancing a lifetime mortgage with Aviva pdf
PF01966 27-04-2022
Countering misconceptions of equity release pdf
PF011342 08-03-2022
Remote Valuations lending criteria pdf
PF011503 19-04-2021
Lifetime mortgages voluntary partial repayment update pdf
PF011463 05-07-2021
ER drawdown sales aid pdf
PF011573 20-05-2021