Harry and Eunice were initially concerned that when they retired they felt they had lost control of their money. They considered equity release a few years ago and were advised that, with the assets they had available at the time, that it wasn't quite right for them.
On the recommendation of their financial adviser they recently reviewed their circumstances and it was agreed that equity release was now an appropriate solution to their needs.
Eunice has seen her friends become unhappy when moving home and ‘down-sizing’ which often meant moving out of the local area and being able to stay in their own home was a priority. They have both always been happy where they live and, with the money that is now available to them under a flexible equity release plan, Harry and Eunice have control over their finances and are able to continue living in their home, in an area where they are happy and comfortable.
These example case studies have been inspired by the testimonies of many of the customers who have used the services of Just Retirement.