Case studies
Find Solutions With Our Equity Release Case Studies
Our collection of equity release case studies highlights different customer journeys and empowers you to find solutions that'll deliver best outcomes for your clients.
Please note, all names featured in our case studies have been changed to maintain anonymity. We cannot give any assurances that applications outside our lending criteria will be approved.
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Care
How a Lifetime Mortgage Can Fund Your Care
How a Lifetime Mortgage Can Fund Your Care
Discover how Sue and Harry Johnson can use a lifetime mortgage product with a drawdown facility to help fund their future care needs.
Mortgage
Down Valuation of Properties
Down Valuation of Properties
Down valuation of properties can be a real issue for older homeowners who are looking to their homes as the answer to their financial needs.
Mortgage
Paying An Interest-Only Mortgage With A High LTV Lifetime Mortgage
Paying An Interest-Only Mortgage With A High LTV Lifetime Mortgage
Learn more about Evelyn who made use of Heritage’s high loan to value offering to facilitate paying off her interest-only mortgage.
Moving
Moving Home & Keeping your Mortgage
Moving Home & Keeping your Mortgage
The death of a spouse can be traumatic and can result in customers wanting to port their mortgages, moving away from painful memories in the home. At Pure, we're here to help the process go as smoothly as possible.
Holiday home
Funding A Second Property With A Lifetime Mortgage
Funding A Second Property With A Lifetime Mortgage
Explore how a lifetime mortgage could be used to fund a second property by the seaside.
Gifting
Working to a Strict Deadline
Working to a Strict Deadline
When customers need to raise funds at short notice, Pure are happy to pull out all the stops to deliver customer delight.
Gifting
Supporting Children Financially With Repayment Possibilities
Supporting Children Financially With Repayment Possibilities
Find out how a couple used equity release with repayment options to support their children financially.
Debt management
Release of Funds
Release of Funds
At Pure Retirement, we appreciate that customers' needs can become more urgent during the process, and we'll always try our hardest to accommodate them.
Mortgage
Repaying An Interest Only Mortgage
Repaying An Interest Only Mortgage
Margaret explores how equity release can help her repay the capital left on her interest only mortgage.
Mortgage
Using Equity Release to Buy a New Home
Using Equity Release to Buy a New Home
How Penny & Peter bought their dream home by the sea with a lifetime mortgage.
Debt management
Simplifying Asset-Splitting in a Divorce Settlement
Simplifying Asset-Splitting in a Divorce Settlement
Divorce in later life can significantly impact personal finances - especially for women, who are statistically known to have lower savings and pension investments.
Academy
Deepen your understanding of the industry
Enhance your knowledge of equity release through our specialised later life finance academy. Our academy offers comprehensive guides on later life lending and understanding customer needs.
Blog
Never miss out on invaluable insight
As specialist lifetime mortgage lenders, we want to offer our help and assist equity release advisers at every stage, ensuring they stay informed about the latest developments in the equity release market through our insightful articles and blogs.
Academy
Deepen your understanding of the industry
Enhance your knowledge of equity release through our specialised later life finance academy. Our academy offers comprehensive guides on later life lending and understanding customer needs.
Blog
Never miss out on invaluable insight
As specialist lifetime mortgage lenders, we want to offer our help and assist equity release advisers at every stage, ensuring they stay informed about the latest developments in the equity release market through our insightful articles and blogs.