Resources

On this page, you can access and download the relevant documents relating to Hodge Lifetime and its products.

Please select the documents you require from the following sections:

Residential Mortgages

Product literature How to guides Calculator

Application Forms

55+ Mortgage/55+ RIO Decision in Principle Application Form
55+ Mortgage/55+ RIO Electronic Decision in Principle Application Form
55+ Mortgage/55+ RIO Application Form
55+ Mortgage/55+ RIO Electronic Application Form
55+ Mortgage/55+ RIO Porting Application Form (Existing Customers Only)

Product Documents

55+ Mortgage/55+ RIO At a Glance – includes current interest rates
55+ Mortgage/55+ RIO Introduction
55+ Mortgage/55+ RIO Loan to Value Table
55+ Mortgage/55+ RIO Product Summary
55+ Mortgage/55+ RIO Terms and Conditions
55+ Mortgage/55+ RIO Tariff of Charges
55+ Mortgage/55+ RIO Additional Property and Buy to Let Info
55+ Mortgage/55+ RIO Property Eligibility Factsheet

How To Guides

55+ Mortgage/55+ RIO Evidencing Your Clients Income
55+ Mortgage/55+ RIO Submission Guide
55+ Mortgage/55+ RIO Criteria and Affordability Guide
55+ Mortgage/55+ RIO Submission Guidelines

Retirement Mortgage

Product literature How to guides Calculator

Application Forms

Retirement Mortgage Decision in Principle Application Form
Retirement Mortgage Electronic Decision in Principle Application Form
Retirement Mortgage Application Form
Retirement Mortgage Electronic Application Form
Retirement Mortgage Porting Application Form (Existing Customers Only)

Product Documents

Retirement Mortgage Tariff of Charges
Retirement Mortgage Loan to Value Table
Retirement Mortgage Additional Property and Buy to Let Info
Retirement Mortgage Property Eligibility Factsheet
Retirement Mortgage Product At a Glance – includes current interest rates
Retirement Mortgage Product Summary
Retirement Mortgage Terms and Conditions

How To Guides

Retirement Mortgage Evidencing Your Client’s Income
Retirement Mortgage Submission Guide
Retirement Mortgage Criteria and Affordability Guide
Retirement Mortgage Submission Guidelines

Indexed Lifetime Mortgage

Product literature

Application Forms

Indexed Lifetime Mortgage Application Form

Product Documents

Indexed Lifetime Mortgage Loan to Value Table
Equity Release Product Range At a Glance – includes current interest rates
Indexed Lifetime Mortgage CPI Factsheet
Indexed Lifetime Mortgage Product Summary
Indexed Lifetime Mortgage Property Eligibility Factsheet
Indexed Lifetime Mortgage General Conditions
Indexed Lifetime Mortgage Tariff of Charges

Flexible Lifetime Mortgage

Product literature

Application Forms

Flexible Lifetime Mortgage Application Form

Product Documents

Flexible Lifetime Mortgage Schedule of Charges
Flexible Lifetime Mortgage Loan to Value Table
Equity Release Product Range At a Glance – includes current interest rates
Flexible Lifetime Mortgage Repayment Charge Factsheet
Flexible Lifetime Mortgage At a Glance
Flexible Lifetime Mortgage Product Summary
Flexible Lifetime Mortgage Terms and Conditions
Flexible Lifetime Mortgage Property Eligibility Factsheet

Lifetime Mortgage

Product literature

Application Forms

Lifetime Mortgage Application Form

Product Documents

Equity Release Product Range At a Glance – includes current interest rates
Lifetime Mortgage Product Summary
Lifetime Mortgage Property Eligibility Factsheet
Lifetime Mortgage General Conditions
Lifetime Mortgage Tariff of Charges
Lifetime Mortgage Loan to Value Table

Lump Sum Lifetime Mortgage

Product literature

Application Forms

Lump Sum Lifetime Mortgage Application Form

Product Documents

Lump Sum Lifetime Mortgage Terms and Conditions
Lump Sum Lifetime Mortgage Loan to Value Table
Equity Release Product Range At a Glance – includes current interest rates
Lump Sum Lifetime Mortgage Early Repayment Charges Factsheet
Lump Sum Lifetime Mortgage Property Factsheet
Lump Sum Lifetime Mortgage Sales Aid
Lump Sum Lifetime Mortgage Product Summary
Lump Sum Lifetime Mortgage Schedule of Charges

Annuities

Product literature

Application Forms

Annuity Cancellation Form
Annuity Application Form

Product Documents

Annuity Summary
Annuity Key Features
Annuity Terms and Conditions

Other Resources

Product literature

Product Documents

Fraud Prevention Documentation
Complaints Procedure
Verification of Identity Form
Welfare Benefits for the Over 60’s
Privacy Notice

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