Equity Release Portal:


How to use the Equity Release Portal

Our Equity Release Portal puts people first, not paperwork. If you haven’t used the portal before, our educational videos will give you a tour to help navigate your online journey to placing equity release business.


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How to: Submit and amend a Key Facts Illustration (KFI)

How to: Completing a decision in principle

How to: Submit an application

Contact Phone

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0800 085 0250

9am-5pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and auditing.