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Equity release? We’re desperate :(

212 replies

JupiterFortified · 04/01/2023 22:54

If anyone can please offer any advice I’d be really grateful.

My dad recently passed away and my mum is left with a house with a large mortgage remaining on it.

The mortgage ends soon and we have no means with which to repay it (mum
only has state pension income).

Following dad’s death I don’t think she’d cope if she had to move out of their home :(

So we are thinking her only real option is to apply for an equity release mortgage to pay off the mortgage - does this seem like the best option?

I am lost. For what it’s worth, I’m not worried about any potential inheritance being eaten up by the interest on the equity release. I just want my mum to be able to keep her home :(

OP posts:
Iwritethissittinginthekitchensink · 05/01/2023 00:29

Some outdated views of equity release here.

Equity release policies allow for life events. They usually have features like being able to go into long term care without paying any early repayment charges, then the house would be sold and the ER paid back.

The ER would usually only become repayable on death or if going into long term care.

You can take out ER if there’s an outstanding mortgage on the property as long as you use the ER to pay off that mortgage. The ER company will want to have ‘first charge’ on the property (meaning they get paid back first when the property is eventually sold).

ER policies also usually allow for additional borrowing, so if the house needs repairs in future it’s possible that if the house has increased in value further borrowing would be available to maintain the property

You can also often port the policy if you want to move house, and some have downsizing features too.

It’s not a terrible plan to go for ER, except for the compound interest - that’s the worst as it eats up any inheritance! But if inheritance isn’t a worry, and if there’s a no negative equity guarantee on the policy (meaning you’d never have to pay back more than the house can be sold for), it could be an option that gives the stability/security of staying in a familiar home and not having any mortgage payments.

I would only do it as a last resort though because of the huge interest.

Fizzadora · 05/01/2023 00:29

Have you spoken to the mortgage company yet. This should be your first port of call. You explain everything and possibly ask for an extension to the current term to give you some breathing space. They may even offer a long term solution.

I have some close relatives that did an equity release in 2008 (so an interest rate of 8%). They got £60k on a house valued at £150k with no mortgage. They did speak to their children before they did it.

The outstanding mortgage is now £180k as compound interest is running at not far off £10k pa, although the house is now valued at £250k so there is still some equity for now.
They are now in their late 80's. If they live another 10 years L&G will lose out as the outstanding amount will be about £350k and I don't see house prices doing that much in the next 10 years. It is one of the later equity release plans so the amount owing cannot exceed the value of the house.

saleorbouy · 05/01/2023 00:31

I think once widowed the state pension might increase too.

Couchpotato3 · 05/01/2023 00:32

I'm sorry for your loss. Of course your Mum would rather stay in her home, but it doesn't really sound realistic that she will be able to (and if she does, she's going to end up tying up almost all of her assets and income in hanging on to it). She and your Dad took on an interest only mortgage knowing that this day would eventually come, and unfortunately, she is now going to have to deal with it. Moving to somewhere smaller really is the only sensible option which will allow her to live within her means.

Babooshka1990 · 05/01/2023 00:32

Is this an interest only mortgage as you’re saying it will end but a large sum is owed?

For people saying retired people can’t usually get mortgages/ why is it outstanding at their age, my Grandparents took out an interest only mortgage in their 60’s when they were both retired (‘lifetime’ mortgage). My Grandfather died and Grandma in her 80’s still has a mortgage to pay.

Babyroobs · 05/01/2023 00:33

saleorbouy · 05/01/2023 00:31

I think once widowed the state pension might increase too.

Yes DWP will re-assess pension amount within a few weeks of spouse dying.

Nat6999 · 05/01/2023 00:33

Have you checked if your mum will get any SERPS from your dad's state pension? I know when my dad died my mum's state pension went up from £74 per week to £234 by way of my dad's SERPS.

MissLucyEyelesbarrow · 05/01/2023 00:35

did your father have a war pension?

WTF? To have served in WW2, he would have to have been 95 at a minimum. And, even then, for the OP's mother to be entitled to a war widow's pension, he would have to have died as result of a wartime injury or illness.

(A professional soldier would have an army pension, which is different).

MN is sometimes a very, very bizarre place.

Popatop · 05/01/2023 00:38

@JupiterFortified so sorry for your loss. This exact thing happened to us and I ended up getting a mortgage and buying the house. This was after speaking to my Mums mortgage people and gaining some extra time. They all have a department dealing with this situation and we got I think about 6 months of extension before sorting it all out so do try that and have some time to think.
I would say although we thought me buying the house to save it was the best route my Mum later really wanted to leave. House not suitable for age etc and too many memories. I’m now stuck in the house myself as with rates etc it would be impossible to move. My mum never likes to visit and it’s made the situation worse to be honest and we’re several years down the line at this point. Not happy here at all.
Do try to buy time to think by calling the mortgage people and explaining the situation. Good luck.

nothingleftttt · 05/01/2023 00:39

The risk here and is that equity release could result in the house being taken off her in a very short space of time. Interest rates are going up and even when interest rates were low my family member came unstuck with equity release and ended up losing the home as the remaining equity wouldn't cover the debt. Past few years of their life was in a tiny rented flat paying rent and debt that remained after home was sold.

I understand that you mum won't want to move but equity release is just to risky unless she only has months to live

jollyrogering · 05/01/2023 00:46

I have recently taken out an equity release mortgage. I agree with a pp that it can be a more exacting process than ordinary mortgage applications: the lending companies can have weird additional criteria about the property that need to be satisfied, which may not come up until you're some way into the process and which are not consistent across the industry. Give yourself plenty of time and prepare for it not to be quick or simple.

However there are some real errors and misonceptions being put across on this thread.

So in reality there is £270k equity in the house. She almost certainly wont get equity release for that amount. Even if she did, how would she be able to afford to live there just on her pension?

No, it's the other way around. She would need to raise the £180K to pay off the outstanding mortgage. At her age (the ER companies will lend more the older you are) I think that should be doable, though you'd have to ask a broker to do the sums (which they can do very easily when you first enquire).

So you need 180k to clear the current mortgage to be replaced by a rip off equity release scheme. Kiss goodbye to any inheritance if you do that, all the equity will be gone in a few years.

Doesn't follow at all. When you get quotes for ER they will include a calculation of the compounding interest over the first ten years or so, you can see exactly how much will be left. My deal was about 5% (recently, so probably fairly indicative), and that much compounding interest on £180K is certainly not going to wipe out £270K's equity "in a few years".

You then have to bear in mind that house prices, generally over the long term, increase by more the inflation. If you pay 5% on the ER and the house increases in value by an average of inflation + 3% between now and when your mum dies, you will have effectively paid 2% pa.

The problem with equity release is that if she needs to sell (e.g. for reasons of ill health) she won’t be able to because the debt comes due if the property is sold.

Not quite sure what is meant here. If she has to sell to go into care, of course she can. The debt will be paid to the mortgage company and the remainder of the equity is hers. If she has to sell to downsize, all ER products (that I saw) contain a "downsizing protection" clause that ensures you can do this. You port the relevant proportion of the mortgage to the new property and the rest is paid back from the difference in price.

Some other points: Most ER deals allow you to pay back a certain amount each year without penalty, so if you wanted to operate it more like a normal repayment mortgage, from your own income, you could. Also the lock-in periods tend to be 8-10 years maximum, so at that stage you could swap it for a better deal with another provider, if interest rates are lower.

I'm not trying to tell you to do it, just to be a bit more accurate about what's involved.

DoorstoManual · 05/01/2023 00:46

Equity release? We’re desperate :(

Or are you just grief stricken and panicking.............

My DM was famously good at spending money, she looked into equity release in her 60's, we four siblings, pulled the wagons closer and guaranteed them an extra £400 a month, £12, 000 per sibling for nigh on twenty years.

Sadly, she died earlier this year, the house is mortgage free, yes I paid £20,000 in that time, but once once probate is granted, all bills cleared we are all in the frame for about £200,000 each.

Think carefully, before you react.

LahLahLoopsy · 05/01/2023 00:48

Quitelikeit · 04/01/2023 23:39

It would be absolute madness to do equity release

your fathers pension - people over a certain age their pensions usually passed on to their spouses, have you looked into all of this?

did your father have a war pension?

What war do you think he had a pension from?

notapizzaeater · 05/01/2023 00:48

Sorry for your loss.

If your dad was still working are you sure he didn't have death in service policy ?

Would she consider taking a lodger in to help balance the books ?

AlmondBake · 05/01/2023 00:48

Agree with others that you should talk to the mortgage company. They would have wanted to know that there was something in place to pay off the mortgage and would have asked for an update on this periodically.

Sorry for your loss Flowers

Bunnycat101 · 05/01/2023 00:49

The other thing to factor in is that while you might not be bothered about an inheritance, having money in the house for care may be a comfort later on. After seeing the differences in what my self-funded v LA funded care relatives had, I’ve realised that money does buy a bit more choice if care is needed.

Like others it does seem surprising there wasn’t something in place to pay off the equity given it’s not clear your parents could have cleared the mortgage. Hopefully you do find something that would make your lives easier during a time that is obviously very difficult.

jollyrogering · 05/01/2023 00:49

nothingleftttt · 05/01/2023 00:39

The risk here and is that equity release could result in the house being taken off her in a very short space of time. Interest rates are going up and even when interest rates were low my family member came unstuck with equity release and ended up losing the home as the remaining equity wouldn't cover the debt. Past few years of their life was in a tiny rented flat paying rent and debt that remained after home was sold.

I understand that you mum won't want to move but equity release is just to risky unless she only has months to live

Again, this advice seems to be out of date. Every ER deal that I saw included a clause that specified this couldn't happen. If the debt increases to swallow up the entire equity, you just stay in the house and when it's sold after death the mortgage company get it all.

Untitledsquatboulder · 05/01/2023 00:53

Grumpycatsmum · 04/01/2023 23:49

@JupiterFortified If you're not worried about the inheritance and the house is suitable for your Mum I would say do it. Not least because if she ever goes into a care home any equity will be needed to pay for care fees. If she doesn't have any/much equity the council will pay her fees instead. I think it's really much more important for people to be happy in their twilight years than having loads of assets.

Yeah heaven forfend that her mum gets to spend her last few years comfortably in the care home of her choice. Far better she throws herself on the mercy of the local authority and hopes it all works out OK Hmm

OP is the house suitable in size and style for an aging single person? Think about space, stairs, heating, upkeep.

2chocolateoranges · 05/01/2023 00:55

Do not do equity release, the only people who benefit out of this is the companies that organise it.

in an ideal world your mum would stay in her home however she can’t afford to do so. If it were me I’d be selling the idea of a smaller flat, less cleaning, more spare money to live her life. Memories aren’t in the bricks and mortar, they are in our heads and our hearts.

we all need to live within our means.

my mum downsized after dad died and after my sibling and I left home. She cried for weeks packing and cried the full day she moved but she is much happier where she is now. Her memories are still with her.

TheTeenageYears · 05/01/2023 00:57

When looking into equity release check what happens if the house no longer meets your DM's housing needs in say 5-10 years time. My limited understanding is if it gets sold the loan has to be repaid at that point and she could effectively end up homeless. Isn't it better to downsize now and own outright so a) she's living somewhere which might be a bit more future proof (no stairs for example) and b) so there's still capital and therefore choices available should the need arise. Equity release is like borrowing from a loan shark, that interest meter ticks much faster than a regular clock.

oakleaffy · 05/01/2023 00:59

EmmaEmerald · 04/01/2023 22:58

Are you sure there's no insurance attached?

I wasn't allowed to get a mortgage without taking a life insurance policy to pay off the mortgage if I died. So just wondering if there's something there but it's not immediately obvious.

My mortgage didn’t have insurance- I only knew when building society changed to bank and they gasped “ There’s no life cover on this!”

Really hope that @JupiterFortified ‘s parents have got life cover
As a couple, it makes sense.

Susieblue18 · 05/01/2023 00:59

Try to avoid equity release if you can. Do you have any siblings? Would it be possible for you/them to take on the outstanding mortgage so your mum could stay in the house but you would at least benefit from it longer term?

Genevieva · 05/01/2023 01:03

Can you help with monthly repayments to buy some time while you look into the options and give your mother an opportunity to process your father's death? By Easter she might be in a better position to think clearly about the options. The reality is that equity release will not guarantee her safety in her home until the end of her days. You would be better off looking at getting a lodger and renewing the mortgage, so that the lodger covers the mortgage. But not everyone wants to live with a lodger. Honestly, I think selling up and downsizing to somewhere that is. future-proof in terms of getting old would be more sensible. There are protected properties that can only be bought by people over 60. Normally they are flats, but not always. These tend to be very good value.

oakleaffy · 05/01/2023 01:04

TheTeenageYears · 05/01/2023 00:57

When looking into equity release check what happens if the house no longer meets your DM's housing needs in say 5-10 years time. My limited understanding is if it gets sold the loan has to be repaid at that point and she could effectively end up homeless. Isn't it better to downsize now and own outright so a) she's living somewhere which might be a bit more future proof (no stairs for example) and b) so there's still capital and therefore choices available should the need arise. Equity release is like borrowing from a loan shark, that interest meter ticks much faster than a regular clock.

Yes- I too have heard equity release is a really bad idea.
Downsizing after a death IS very traumatic.
Mum downsized, as house was too large and expensive to run - She lives in a very pretty cottage now, but misses the old family home very much, even a few years later.
It’s not easy, moving from a home you shared with a loved partner.

oakleaffy · 05/01/2023 01:08

2chocolateoranges · 05/01/2023 00:55

Do not do equity release, the only people who benefit out of this is the companies that organise it.

in an ideal world your mum would stay in her home however she can’t afford to do so. If it were me I’d be selling the idea of a smaller flat, less cleaning, more spare money to live her life. Memories aren’t in the bricks and mortar, they are in our heads and our hearts.

we all need to live within our means.

my mum downsized after dad died and after my sibling and I left home. She cried for weeks packing and cried the full day she moved but she is much happier where she is now. Her memories are still with her.

I’m so glad your mum is happier now.
Bless her.
Being bereaved and moving house are very stressful things to go through.

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