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How we operate

Who we are, and how we are paid

Somebody is paying for this site, and it is not you. This page says who, how much, when, and what happens to your details if you fill in the form. If any of it is unclear, that is our fault and we would like to know.

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

The short version
You pay us £0 Nothing. Not now and not later. We never take a payment from a visitor to this site.
The adviser pays us only if your case completes It does not change what you pay, and it is not added to your loan.
Your details go to one adviser, and nobody else Not a panel, not a bidding pool, and never sold on.

What we are, and what we are not

What we do

  • We publish information about equity release, with a source and a date on every figure.
  • We pass an enquiry to one specialist adviser, if you ask us to.
  • We are a business, and we are paid for that introduction when it leads somewhere.

What we do not do

  • We are not advisers, and nothing on this site is advice.
  • We are not authorised by the Financial Conduct Authority.
  • We do not recommend a plan, a lender or a product, and we never will.
  • We do not tell anyone what they can borrow, or whether they will be accepted.
  • We are not owned by, and do not own, any lender or adviser.

Advice on equity release is a regulated activity and it has to come from somebody authorised to give it. That is deliberately not us. Our job finishes when you have the facts and a way of reaching somebody who is allowed to apply them to your circumstances.

How we are paid

A site that passes enquiries to an adviser is being paid by somebody. Here is exactly who, and exactly when. The same disclosure appears on the enquiry form itself, above the button, because you are entitled to see it before you decide to send anything rather than after.

Who pays us
The adviser pays us, out of the commission the lender pays them.
When
Only if your case completes. If you speak to the adviser and decide against it, or a lender declines, we are paid nothing.
How much
We do not publish the amount. It is agreed with each adviser and it differs between them, so no single figure would be true for every enquiry. What is true of all of them is on this page: the adviser pays it, the lender pays the adviser, it reaches us only on completion, and none of it is added to your loan or taken from you.
What you pay us
Nothing. Not now and not later. We never take a payment from a visitor to this site.
Any group relationship
None. We do not own the adviser's firm, they do not own us, and we are not part of the same group.
Any other reward or advantage
None. No lender pays us, no lender gives us anything of value, and no lender has any say in what appears on this site.
The adviser’s fee is a separate thing

What we are paid and what you might pay are two different amounts, and it is worth keeping them apart in your head. Ours comes out of the adviser’s commission from the lender. Theirs is the advice fee below, which you would pay only if your case completes.

Advice is required to proceed with equity release and there may be other options which better suit your circumstances. Only if your case completes would an advice fee be payable, and the adviser will tell you what theirs is before you commit to anything. Other lender and solicitor fees may apply.

Being paid on completion does create an obvious incentive, so it is worth saying what we do about it: nothing we publish is chosen to move you towards a plan, we do not rank lenders, we do not tell anyone they qualify, and several of our guides exist so that a reader can decide equity release is not for them. The list of things we will not publish is the checkable version of that.

What happens to your details

If you fill in the form, your name and number go to an equity release adviser, so that they can ring you back. That is the whole purpose, and it is the only thing we do with them.

  • One adviser receives it. Not a panel, not a bidding pool, and not a list sold on.
  • Nobody else receives it. We do not sell, share, rent or trade enquiry details.
  • You can ask us to delete it at any time and we will.

We are the data controller for anything you send us, and the privacy notice sets out what that means in practice.

What we do not ask for

The calculator asks for nothing at all. You can use every figure on this site, on every page, without telling us who you are. Nothing is gated and nothing is held back until you hand over an email address.

The form asks for four things, and two of them are optional. We do not ask for your date of birth, your address, your bank, what you still owe or what you want the money for. The adviser can ask about those on the call, when you have decided you want the call.

The risks, in full

These three statements appear on every page of this site that mentions equity release. They are set out here in full, at the same size as everything else, because they are the part most worth reading twice.

  1. Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

  2. Equity release requires repaying any existing mortgage. Money released, plus accrued interest, would need to be repaid upon death or moving into long-term care.

  3. Advice is required to proceed with equity release and there may be other options which better suit your circumstances. Only if your case completes would an advice fee be payable, and the adviser will tell you what theirs is before you commit to anything. Other lender and solicitor fees may apply.

There is one more thing worth saying plainly, and it is not a required statement: equity release is not right for everybody, and a good adviser will tell you so. If somebody only ever tells you it is a good idea, that is the thing to be suspicious of.

Plans from the whole of the market will be considered. The features mentioned and the amounts raised are subject to the lender’s criteria, terms and conditions. These may take into account age, health and lifestyle factors in order to provide you with an enhanced amount, if needed.

Questions people ask about this

Short answers to the things that come up most. None of it is advice, and every figure on this page carries its source.

How is this site paid for?

An adviser pays us, out of the commission the lender pays them, and only if your case completes. If you speak to the adviser and decide against it, or a lender declines, we are paid nothing.

Do I pay anything?

Nothing. Not now and not later. We never take a payment from a visitor to this site.

Who gets my details?

One equity release adviser, and nobody else. It is not a panel, not a bidding pool and not a list that gets sold on. We work with more than one adviser, so no single name would be true for every enquiry.

Are you connected to the adviser or to a lender?

No. We do not own the adviser firm, they do not own us, and we are not part of the same group. No lender pays us, gives us anything of value, or has any say in what appears on this site.

Worth knowing

Equity release may involve a lifetime mortgage, secured against your property, or a home reversion plan. It will reduce the value of your estate and impact funding long-term care.

Talk it through with an adviser

Takes about two minutesFree, no obligation, and nothing committed

One qualified equity release adviser. They will go through your figures and tell you if there is a better answer. It costs nothing and commits you to nothing.

Advice is required to proceed with equity release and there may be other options which better suit your circumstances. Only if your case completes would an advice fee be payable, and the adviser will tell you what theirs is before you commit to anything. Other lender and solicitor fees may apply.

We pass your details to one adviser and nobody else.