Later life planning made easy

Where can I get advice on later life financial planning?

Simply Equity Release doesn't recommend plans or give advice. Our aim is to guide you through your options, answer your questions and give you the information you need to make better choices. You can be confident the information we provide is clear and honest.

We work in association with  Age Partnership, to give you access to a wide range of providers and plans, plus expert advice when you need it.

Equity release reviews

Equity release calculator

Compare equity release interest rates - November 2024

Who governs equity release in the UK?

We appreciate that peace of mind is a huge factor in making decisions about how best to plan for later life. You and your loved ones may find it reassuring to know that anyone advising on or selling equity release must be regulated by the Financial Conduct Authority (FCA), which means you also have access to the Financial Services Compensation Scheme (FSCS) if needed.

We'd also suggest you look for providers who are members of the Equity Release Council - a trade body that promotes high standards of conduct to safeguard your interests.

Is Age Partnership a good company? 

Yes, we believe it is. We chose to work with Age Partnership after careful thought. They're award-winning equity release specialists, able to research and compare plans with some of the market leading equity release providers, to find what’s right for you.

As market leaders, and the UK’s number 1 equity release adviser*, Age Partnership is committed to helping you make the most of your finances, negotiating preferential rates and deals you may struggle to find elsewhere.

Take a look at Age Partnership’s most up to date Trustpilot reviews.

Age Partnership is authorised by the Financial Conduct Authority and a member of the Equity Release Council, so you can be confident that you're in safe hands and will be treated fairly.

Help and guidance on later life planning

Planning your retirement income

Find out how you can use your pension pot to ensure a more comfortable retirement.

Arranging a funeral

Find helpful information on what to do when someone dies and how to arrange a funeral.

Paying for long term care

Find out how equity release may be one way to help fund care in your later years.

Ask the experts

Ashley Shepherd

Ashley is co-founder and Managing Director of Simply Equity Release and personal finance website Over50choices- a member of the Equity Release Council and authorised by the Financial Conduct Authority.

Ashley’s career in personal finance spans over 30 years. From humble beginnings working in a branch of the Cheltenham & Gloucester, he rose quickly through the management ranks of household names such as Egg, Sun Life and the Stroud & Swindon Building Society, before becoming Marketing Director at AXA Wealth, one of the UK’s largest wealth management firms.

Having survived cancer in his 50s and experiencing first-hand the fear of not having plans in place, Ashley and wife Claire have made it their mission to help others take control of their finances in later life.

See more about our expert author Ashley Shepherd.

Claire Shepherd

Claire is co-founder of Simply Equity Release and our Customer Services Director.

Like Ashley, Claire has also enjoyed a successful career in personal finance, but hers has been from a different perspective, that of you and me, the customer. Having held senior customer facing roles, Claire understands what information can be helpful to people when making a financial decision and how important that this information is honest, balanced and easy to understand.

We’re proud and grateful that Claire and Ashley’s combined expertise andcommitment to making financial education for the over 50s clear and simple, is recognised by our customers with 5 star Feefo reviews.

See more about our expert author Claire Shepherd.

Next steps

Take a look around to find useful information on everything from the costs involved, how much you can get , frequently asked questions and lots more helpful information.

Or use our equity release calculator to get an idea of how much money you could unlock from your home.

Try our free equity release calculator

Ways to contact us

Call 0800 368 8466

Arrange a callback

Try the calculator

Email us

* UK’s No.1 is based on the volume of plans, ISS data 2022