Jean has been widowed for 5 years and wanted the freedom to enjoy her retirement. She has used the money tied up in her home to enable her to do some of things she wanted to in retirement such as join a gym and spend more time on holiday with her daughter and grandchildren.
Like many people she was apprehensive about seeking financial advice and spent time seeking re-assurance that she was doing the right thing, particularly from her children.
Once Jean ‘took the plunge’ she found that not only did she understand the pros and cons of equity release more easily but she also felt that she could make decisions from a position of knowledge and understanding. Jean is happy that she now has money available to maintain her home and do the things that she wants to do in her retirement.
These example case studies have been inspired by the testimonies of many of the customers who have used Just Retirement.