Already have a lifetime mortgage with us?
Find out how you can manage your plan and get the help you need.
Manage your plan online
- Check how much you borrowed and your interest rate
- See what’s left in your cash reserve (if this applies to you)
- View your current outstanding balance
- Find out what it would cost if you wanted to repay early
Borrowing more money
Your personal details
If a policyholder dies
How to get in touch
For our joint protection, telephone calls may be recorded and/or monitored and will be saved for a minimum of 5 years. Calls to 0800 numbers from UK landlines and mobiles are free. You may be charged for calling outside of the UK.
Take a look at our library of helpful articles and guides.
Why tracking your pensions is important
Abridged advice for defined benefit pension transfers
What's pension tax relief all about?
Understand how pension tax relief works, what it's based on and the impact it has on paying into your pension.
New year, new budget
How the State Pension works
Knowing whether you’ll be entitled to a State Pension and how much you’ll get is helpful when you’re retirement planning.
Budgeting for retirement
See how you can make your pension money go further so you can get the retirement you've planned for.
Managing investment risk
Happy 100th birthday, pensions tax relief
Lifetime care advice & support
These organisations provide help, support and advice for anyone needing or providing long-term care.
An introduction to Abridged advice
An introduction to abridged advice, for defined benefit pension transfers
Six simple tricks to help you boost your pension
Giving your pension savings a little push can make a big difference. So take a look at our six tricks which could give it that boost.
When do annuities make sense?
Annuities can provide a stable income for your retirement, but they aren’t the only option. Find out if they’re the right choice for you.
What happens to your pension when you die?
If you’re thinking about how you can provide for your loved ones, find out if and how your pension can be passed on.
Don't pay too much tax in retirement
Did you realise you still pay income tax after you’ve retired? Find out what you need to know — and how it affects your retirement options here.
Add a beneficiary to your pension
See what you can do to help your pension money go to the right person - in case you're not here.
Taking part of your pension
There are a few different ways to take your money as you approach retirement. See your options on withdrawing part of your pension money.