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Later Life Mortgages

This page is for guidance only and does not constitute personal regulated mortgage advice. To explore whether this is appropriate for your individual circumstances you should speak to us.

If you’re approaching or in retirement and considering taking out a mortgage or extending an existing one, there are specialist options that some lenders offer. However, eligibility depends on factors such as your age, income, health, the amount you borrow, and your property equity. We can help you explore these options, subject to lender criteria — but we cannot guarantee acceptance.

Important: Borrowing when you are older carries additional risks. You may make payments well into your retirement; your ability to borrow further may reduce; interest costs may be higher; and if you use your home as security your home may be repossessed if you do not keep up repayments.

What you should consider:

  • Will you still be in repayments in retirement, and can you still afford them?
  • Do you have a robust income or a credible repayment strategy?
  • How might borrowing affect your ability to fund care, support dependants, or access benefits?
  • Do you understand alternative options (e.g., downsizing, equity release, staying with the existing term)?
  • Each case is unique — a full review of your finances is essential

Book a free mortgage consultation now

Fill in your details below and one of our mortgage experts will contact you to discuss your options and help you choose the most appropriate deal.

Think carefully about securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or other debt secured on it.

Understanding Your Later Life Mortgage Options

Securing a mortgage later in life presents a distinct process compared to your younger years. Lenders today responsibly assess a broader spectrum of income, from private and state pensions to rental earnings and investments, to ensure long-term affordability. Unlike conventional mortgages, later life products often feature flexible terms, sometimes extending into your 80s or 90s. This crucial flexibility helps manage monthly payments and provides a comfortable financial solution for your retirement years. Your financial position is unique, dictating your best options. We’ll explore products like Retirement Interest Only (RIO) mortgages, where you pay interest only, or standard repayment plans if your income allows. We aim to provide clear, honest, and jargon-free breakdowns of each product, empowering your confident financial decisions.

 

Important: Not all older borrowers will qualify. Some lenders set maximum age at term end, minimum income criteria, or require higher equity. If you have limited income, low equity, foresee needing care costs or want to borrow large amounts into retirement, you may not be offered favourable terms — or may be advised not to borrow.

Why Choose Us?

 Your financial journey is personal, and as you enter later life, your mortgage needs become even more specific. We understand that your past experience with mortgages may not apply to your current situation. At Finance 4 Homes, we are passionate about providing clear, fair, and reliable advice tailored to the unique circumstances of older borrowers. We don’t believe age should be a barrier to homeownership.

Our expertise is rooted in a deep understanding of the later-life lending market, which includes many specialised lenders who don’t have a high-street presence. We work as your dedicated advocate, simplifying complex terms and guiding you through every stage of the process. We pride ourselves on building a trusting relationship with you, ensuring you feel confident in every decision. Let us help you find a later-life mortgage that supports your lifestyle and gives you peace of mind for the years ahead.

Fees & Costs

We may charge a fee for arranging or advising on a later-life mortgage. As a guide, fees could be up to [1 %] of the loan, but your actual fee will depend on your circumstances, case complexity and which lender is used. Interest rates may be higher and the term shorter; total cost may therefore be greater. These figures are illustrative, not guaranteed.

Book a free mortgage consultation now

Fill in your details below and one of our mortgage experts will contact you to discuss your options and help you choose the most appropriate deal.

Think carefully about securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or other debt secured on it.

Frequently Asked Questions

Is there an age limit for getting a later life mortgage?

No, there are no longer any set age limits for a mortgage. While mainstream lenders may have their own age caps (typically around 75-85), later life specialist lenders can often lend up to ages 95 or even on a “no age limit” basis, as long as the mortgage is affordable.

Can I get a later life mortgage if I'm retired?

Yes, absolutely. Lenders will assess your affordability based on your retirement income, which can include your pension (state and private), investments, and any other regular income you receive. Your ability to afford the monthly payments is the most important factor.

What is a Retirement Interest Only (RIO) mortgage?

A RIO mortgage is a type of later life mortgage where you only pay the interest each month. The capital debt is repaid when a life event occurs, such as selling the property or moving into long-term care. This can be a great option for those who want to reduce their monthly outgoings in retirement.

Can I use a later life mortgage to pay off an existing mortgage?

Yes, a later life mortgage is a popular option for homeowners who are approaching the end of their existing mortgage term and are unable to pay off the remaining balance. We can help you remortgage onto a more suitable product, providing you with a long-term, manageable solution.

Will I need a medical exam to get a later life mortgage?

No, a later life mortgage is a standard regulated mortgage product and does not require you to undergo a medical exam. Your eligibility is based on your financial circumstances, such as income and outgoings, not your health.

What Our Clients Say

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Allan was great to work with, made my remortgage a very easy process. Was always there to help when needed. Highly recommended

5
Gillian Roberts
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Allan has helped us with re-mortgaging over the last few years. He has always provided the best service and has kept us up to date with progress. I would highly recommend him.

5
Allison Marrion
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Alan has been brilliant he got me my mortgage when no one else could my bank of 20 years wouldn’t lend it me but he sorted it for me
I’ve recommended him to a few people already and will definitely recommend him to anyone else
He kept my stress levels down and communicated with me throughout the whole process
Thankyou for all your help

5
Sarah
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As an oldie with not much knowledge on the mortgage front l was blessed to have Alan as my advisor he took me through every aspect of my business and although hewas most professional he became a friend which I appreciated as during a stressful period he got me through it thankyou Alan you gave me peace of mind.

5
Margaret Ponder
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Mortgage Advice

I highly recommend Finance 4 Homes - Allan is professional, patient and, frankly, brilliant! I am so grateful to him for his assistance and advice in securing a mortgage for me. This has meant a secure home for myself and my children for which I cannot express gratitude enough. If you ever need any help with finances and are seeking a professional, prompt and effective service then Allan is your man!

5
Naomi Chiffi
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Very helpful and committed to finding the best product available to me. Will use again next time.

5
Ian

These are individual client experiences. Past performance is not a guarantee of future results. Your outcome may differ depending on your circumstances.

Last Updated 06/11/25