Help with equity release and later life cases
Later life cases often turn on the property or the health of the client. Ask advisers who place them every week what lenders have accepted.
What advisers ask about
- Lifetime mortgages on non-standard or listed property
- Flats, leasehold terms and properties with land
- Enhanced terms for health and lifestyle
- Retirement interest only and mortgages into later life
- Paying off an existing mortgage or debt with a lifetime mortgage
- Joint cases where one borrower is much older than the other
How CaseHelp helps
Post the facts of the case and pick Equity release as the product type. Leave out anything that could identify your client. Other advisers reply with lenders and tips that worked for them.
Solved cases stay on CaseHelp, so you can search them the next time a similar case comes in.
Advisers only, names hidden
Every user is checked against the FCA register or approved by their firm. Other users see a random handle and a badge, never your name or firm.
Replies can link to lender adviser sites and to the Equity Release Council, so you can check the detail.
Common questions
Is CaseHelp only for equity release advisers?
No. It covers mortgages, buy to let, bridging, commercial, second charge, equity release and protection. You can follow the product types you work in.
Can I ask about a client's health for enhanced terms?
Yes, in general terms only. Share the condition and age, but nothing that could identify the client.
Does CaseHelp give advice to the public?
No. CaseHelp is for advisers only.
Is it free?
Yes. CaseHelp is free for advisers, trainees and admin staff.
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