55+ Mortgage and Retirement Mortgage Affordability Calculator

This page is for intermediary use only.

If you have any questions about how to use the calculator and how to input data, please contact us on 0800 731 4076.

Applicant Details
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Applicant 1 Applicant 2
Current age:
Retirement age: More information

Please input all figures as annual amounts unless otherwise stated.

Current Income
Applicant 1 Applicant 2 Units
Employment Income: More information Gross annual amount
Self-employment Income: More information Gross annual amount
Pensions currently in paymentMore information
Applicant 1 Applicant 2 Units
State pension: More information Gross annual amount
State benefits payable for life: More information Gross annual amount
DC pensions and annuities: More information Gross annual amount
DB pensions: More information Gross annual amount
Rental Income
Applicant 1 Applicant 2 Units
Rental Income: More information Net rental income before tax

Future sources of retirement income
Applicant 1 Applicant 2 Units
State pension entitlement: More information Gross annual amount
DB pension entitlement: More information Gross annual amount
DC pension savings and drawdown: More information Total fund values
Investment Income: More information Total fund values