Facts about Equity Release

Equity Release is a way for people of pensionable age to turn some of the value of their home into cash.  You are free to use the cash released in any way you choose, such as home improvements, or topping up your pension income whilst retaining the right to live in your home for the rest of your lifetime.

There are three types of Equity Release Schemes:

  • Lifetime Mortgage Schemes

This scheme allows you to take out a loan based on the value of your home.  The loan is secured against your home but unlike a traditional mortgage you do not make any monthly repayments, instead the interest is rolled up over the period of the loan and is repaid once your home is sold either when you die or move into long term residential care. 

  • Home Reversion Scheme

With these schemes you sell either a percentage or all of your home to an equity release company.  You retain the right to live in the property for the rest of your life but on your death or when you move into long term residential care, the property is sold and the equity release provider will receive a percentage of the proceeds in proportion to the amount of the property you originally sold to them on commencement of the plan.

  • Home Income Plans

This scheme is similar to a lifetime mortgage but the money from the home is used to purchase an annuity that gives you a regular guaranteed income for the rest of your life.

It is essential you take specialist independent financial advice before proceeding with an Equity Release scheme as this is a lifelong commitment.  Once it has been established that Equity Release is the most suitable option for you, our specialist team at Fisher Jones Greenwood will be able to advise you on the legal implications ensuring you fully understand the terms and conditions of the scheme prior to formal completion.

For further information e.mail equityrelease@fjg.co.uk