Interest Only Repayment Strategy

Downsizing

• Confirmation of future plan for sale and purchase including property type, price and location

Endowment

• Latest copy of policy statement showing current and expected value

Cash lump sum from pension

• Evidence of pension value and ability to draw down necessary amount

ISA (cash or stocks and shares)

• Evidence of current balance and must have been in existence prior to application date

Sale of other property

• Property details and any outstanding mortgages

Other Assets

• Full details of asset including type, age and value via copy of latest valuation