INFORMATION FOUND in this area of the website is INTENDED FOR USE BY PROFESSIONAL INTERMEDIARIES ONLY
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Lifetime Mortgage

From 1 August 2007 we no longer accept business from advisers who do not hold a 'suitable lifetime mortgages qualification'.

Please note that since 1 October 2009 our Flexible Drawdown Lifetime Mortgage has only been available to existing Lifetime Mortgage borrowers who are either seeking an additional loan or moving home.

Downloadable form details

Moving home Additional borrowing
Product Summary
Full interest rate details and a summary of the product details

Download PDF

Download PDF
Product Guide
Full details of how this Lifetime Mortgage product will work for the duration of the mortgage 

Download PDF
Equity Release Checklist
This provides our customers with the key points to be considered when applying for a Lifetime Mortgage. Once a Lifetime Mortgage offer has been issued we will send the customer a copy of the checklist, asking them to sign and confirm that all the points listed have been considered. This form will need to be returned to us before the advance can be released.

Download PDF

Download PDF

Useful links
The following links will take you to websites that provide useful information. The Family Building Society does not accept responsibility for the contents of third party websites.

Guidance
CML Equity Release - the impact on benefits and tax

Services
Ferret Information Systems - Fintal
The Exchange - Exweb Service
www.assureweb.co.uk - register with Assureweb online for free Equity Release quotes

Qualifications
The London Institute of Banking & Finance
Chartered Insurance Institute