Equity release

Application Forms

Title Reference Last updated
Flat enquiry form PDF
PF011496 27-04-2022
Additional Borrowing Application Form PDF
PF011440 29-08-2023
Rebroke application form PDF
PF011366 01-08-2023
Quote data capture form PDF
PF011771 02-08-2023

Adviser Support

Title Reference Last updated
Lifetime mortgages lending criteria PDF
PF011331 24-02-2022
Build your business with equity release PDF
PF04186 01-08-2023
Enhancing a lifetime mortgage with Aviva PDF
PF01966 19-09-2023
Remote Valuations lending criteria PDF
PF011503 20-06-2023
Lifetime mortgages voluntary partial repayment update PDF
PF011463 28-06-2023
ER drawdown sales aid PDF
PF011573 20-05-2021
ER Lifestyle Flexible Option - Target Market Statement PDF
PF011768 26-04-2023
ER Lifestyle Flexible Option - Value for Money Assessment PDF
PF011769 26-04-2023
Lifetime Mortgage customer profiles PDF
PF011245 28-06-2023
Lease lengths technical guide PDF
PF011653 14-06-2022

For use with clients considering equity release

Title Reference Last updated
Countering misconceptions PDF
PF011342 07-03-2023
Variable gilt index early repayment charges explained PDF
PF011612 07-11-2022
Equity release process infographic PDF
PF011180 08-02-2022
Compound interest explained PDF
PF011258 16-05-2022
Lifetime Mortgage Tariff of Charges PDF
PF01459 01-08-2023
Getting the most from your adviser visit PDF
PF011151 27-07-2018
Equity Release Getting Family Involved PDF
PF011058 05-10-2022
Your guide to our lifetime mortgages PDF
PF01970 16-11-2022
Variable individual gilt-based early repayment charges explained PDF
PF011231 22-03-2023
Guide to properties we will consider - customer facing PDF
PF011387 24-02-2023
Lifetime mortgage fixed ERCs explained PDF
PF011601 21-08-2023

For use with existing equity release clients

Title Reference Last updated
Additional borrowing brochure PDF
PF01962 04-01-2023
Variable individual gilt-based early repayment charges explained PDF
PF011231 22-03-2023
Lifetime Mortgages moving home PDF
PF01205 20-03-2023

Terms and conditions

Title Reference Last updated
Aviva Lifetime mortgage Terms and Conditions - Aviva Lifestyle Flexible Option - Edition 10 PDF
PF011433 23-08-2023
Lifetime Mortgage Privacy Notice PDF
PF011847 27-11-2023