Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Equity release - Adviser Portal Library - Equity Release

Application Forms

Title Reference Other versions
How to submit a lifetime mortgage application by email checklist (127kb) PF04251 -
Health and Lifestyle Questionnaire (594kb) PF01917 Black & white document for Health and Lifestyle Questionnaire (594kb)
Additional Borrowing Application (652kb) PF01330 Black & white document for Additional Borrowing Application (652kb)
Lifetime Mortgage Application Form (842kb) PF01436 Black & white document for Lifetime Mortgage Application Form (842kb)

Adviser Support

Title Reference Other versions
Build your business with equity release (2559kb) PF04186 -
Lifetime mortgages lending criteria (175kb) PF011331 Black & white document for Lifetime mortgages lending criteria (125kb)

For use with clients considering equity release

Title Reference Other versions
Equity release process infographic (218kb) PF011180 -
Compound interest explained (106kb) PF011258 -
Lifetime Mortgage Tariff of Charges for applications on or after 28th April 2014 (1104kb) PF01459 Black & white document for Lifetime Mortgage Tariff of Charges for applications on or after 28th April 2014 (817kb)
Your guide to our lifetime mortgages (3180kb) PF01970 Black & white document for Your guide to our lifetime mortgages (1884kb)
Guide to properties we will consider - customer facing (93kb) PF011387 Black & white document for Guide to properties we will consider - customer facing (92kb)
Equity Release Getting Family Involved (102kb) PF011058 Black & white document for Equity Release Getting Family Involved (100kb)
How much could I release with an Aviva lifetime mortgage? (86kb) PF011139 Black & white document for How much could I release with an Aviva lifetime mortgage? (83kb)
Getting the most from your adviser visit (66kb) PF011151 -

For use with existing equity release clients

Title Reference Other versions
Additional borrowing brochure (1089kb) PF01962 Black & white document for Additional borrowing brochure (844kb)
Lifetime Mortgages Early Repayment Charges Explained (93kb) PF011231 Black & white document for Lifetime Mortgages Early Repayment Charges Explained (88kb)
Lifetime Mortgages moving home (454kb) PF01205 Black & white document for Lifetime Mortgages moving home (328kb)

Terms and conditions

Title Reference Other versions
Terms and Conditions of the Aviva lifetime mortgage - Aviva Lifestyle Flexible Option and Aviva Lifestyle Lump Sum Max Edition 5 (249kb) PF011433 Black & white document for Terms and Conditions of the Aviva lifetime mortgage - Aviva Lifestyle Flexible Option and Aviva Lifestyle Lump Sum Max Edition 5 (249kb)