How much can my client release?

The maximum amount available to your client is based on their age, gender and whether they want the Property Plan in sole or joint names.

If your client wishes to apply less than the value of their property to the Property Plan they can. If they wish to do this, make sure that you specify 'No' and enter a percentage of 5.00% or greater that they would like to keep back from the Property Plan.

We can process an application working on your client's next birthday so that if they require the maximum available they can benefit from a higher amount but we will delay completion until after their birthday has taken place.

If the maximum amount we will pay shows as £0 this is due to either one or both of your applicants being below our minimum age of 65 or the maximum amount being below our minimum of £25,000.

Don't forget you can generate a KFI or Decision in Principle letter once you have a log-in access code.