Equity Release Property Plans Case Studies

Here are four examples of how the equity release Property Plans could help people with their retirement planning.

Bill and Joyce

Why Bill and Joyce chose a Property Plan over a lifetime mortgage

Bill and Joyce are in their early 70s and wish they could give more financial help to their two children who are both bringing up young families. Although Bill and Joyce have a good pension income, this only covers their day-to-day expenses with a bit extra for holidays and emergencies. Read more...

Mavis

Mavis finds the Property Plan enables her to move to a home near her daughter.

Mavis is 80 years old and would love to live closer to her daughter and grand children, especially since her husband, Ted, died five years ago. Unfortunately she doesn't think this will be possible, as the property prices where her daughter lives are much higher and she wouldn't have sufficient money from the sale of her existing home. Read more...

Jenny and John

Jenny and John use the Property Plan to refurbish their B&B

Married for 45 years Jenny and John have run a small bed and breakfast business from their home in Eastbourne for many years. Over time the property has become a little run down and it needs re-wiring and re-plumbing, the cost of which is beyond their means. Read more...

Peggy

How Peggy used the Property Plan to move her sister in with her

Peggy is 70 and recently widowed. She would very much like her sister to come and live with her for company and would like to build a self contained extension for her to live in. Read more...