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More 2 Life

Description

Equity Release Adviser Course Mind Map on More 2 Life, created by ian.pine on 01/07/2013.
ian.pine
Mind Map by ian.pine, updated more than 1 year ago
ian.pine
Created by ian.pine almost 12 years ago
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Resource summary

More 2 Life
  1. Min age 55 (age 70 on Protected)
    1. Max age None (99 I/O)
      1. Min PV £70K
        1. No Max PV
          1. Min Rel £15K or £10K+£5K
            1. Max Rel £500K
              1. Min Drawdown £5K
                1. ERC based on 15 yr gilt no charge if same or lower max 25%
                  1. Free Val (not I/O)
                    1. Inheritance Protection Automatic on Reserve Not Used
                      1. Cash Back £1500 >£40K or £3000 >£100K
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