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Equity release and GDPR

May 31, 2018, 10:16 AM
Important changes to how you write business
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We've made some changes to our lifetime mortgage application forms and enhanced quote process to make them GDPR compliant.

Here's what you need to know:

New application forms to be used with immediate effect

Enhanced quotes - customer consent

  • We'll require explicit consent from the customer to process their information if there are any health or lifestyle conditions which could lead to an enhanced quote. If we don't receive confirmation, we'll process the quote on standard terms until consent has been received.

Criminal conviction data

  • Criminal conviction data can only be provided when in relation to the prevention of financial crime.


Please contact the equity release team on 0800 015 4909 with any queries.


PF011354 05/2018

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