Equity release interest rates - March 2024

Updated 4th March 2024

The lowest equity release interest rate in March 2024 is currently 5.34%* (MER).

Comparing equity release rates can help you identify which lenders offer the best deals. The following information will help you understand how equity release rates work, how to compare plans, what you can expect to pay and what you can do to reduce the overall cost of the loan.

Compare equity release interest rates

Provider MER Type Product How much cash could you release?
Aviva 6.41% Fixed Drawdown Calculate now
Aviva 6.41% Fixed Lump sum Calculate now
Pure Retirement 5.34% Fixed Drawdown Calculate now
Pure Retirement 5.34% Fixed Lump sum Calculate now
Just Retirement 6.00% Fixed Drawdown Calculate now
Just Retirement 6.00% Fixed Lump sum Calculate now
Canada Life 6.12% Fixed Drawdown Calculate now
Canada Life 6.12% Fixed Lump Sum Calculate now

Please note: Lifetime interest rates correct as of 4th March 2024. Rates vary by provider & depend on your personal circumstances and whether you prefer a cash lump sum or an income - March 2024 - 5.34% APR exclusive deal through Age Partnership when you use our calculator*.

What is the typical interest rate for equity release today?

The typical equity release lifetime mortgage interest rate today is between 5.34% to 7.34%, with Moneyfacts UK reporting an average equity release rate of 6.63%.

The Equity Release Council Q3 2023 report also states that the average rate for single payment lump sum plans is 6.66%, whereas rates for drawdown options that allow you to hold funds in reserve for future borrowing are slightly lower at 6.28%.

How much will interest will I pay on equity release?

The interest rate charged on equity release is calculated based on a number of factors:

  • How much money you want to borrow
  • Your credit history
  • The providers lending criteria
  • Your age and marital status

The amount of interest you pay is calculated based on your original loan, the compound interest you accrue over the life of the mortgage and how long the loan is in place. The longer the loan is in place, the more you pay.

Finding out how much you could release using the calculator will also check your basic eligibility for equity release - there is no obligation to proceed.

Can you reduce the amount of interest on a lifetime mortgage?

If you want to keep the overall cost of the lifetime mortgage down, you could choose a lifetime mortgage that allows you to repay some, or all of the interest without incurring an early repayment charge. Over half of the products offered by members of the Equity Release Council allow you to do this.

Other optional features that can help include:

Drawdown reserve: This lets you release an initial amount of money and create a reserve account that you can draw down on as and when you need it. You don't owe any interest on the money in your reserve account unless you actually access it, so compound interest accrues more slowly.

Downsizing protection:  If you decide to sell your home and move to a smaller property, this protection lets you repay your loan without having to pay an early repayment charge.

Why compare equity release interest rates?

Whether you choose to do it yourself or with the help of a qualified IFA or broker, comparing equity release could help you find the lowest interest rates on the market. By comparing plans, you can see at a glance which providers offer the best lifetime mortgage interest rates.

  • If you’ve started to compare equity release yourself, there are a number of things to consider in addition to the interest rate charged:
  • Would you prefer the lump sum option that allows you to take the money in one go, or the drawdown option that gives you opportunity to hold money in reserve for future use?
  • Would you like to guarantee that some equity is left for family to inherit?
  • Would you like to reduce the overall cost of equity release by repaying some or all of the interest?

So, although interest rates are important, when you compare equity release you should also consider how the lifetime mortgage works and the flexibility it offers you - which is where a qualified equity release specialist could help.

How can I find the best equity release rates in 2024?

To help you find the best equity release rates, you may want to get the help of a specialist IFA or broker who can compare equity release on your behalf.

We work in association with Age Partnership, an equity release specialist who compare lifetime mortgage interest rates and products with a selection of the UK’s leading providers. They provide initial advice for free and without obligation. Only if you choose to proceed and your application completes would a fee be payable - which can usually be taken from the cash sum.

Through their relationships, they have secured preferential lifetime mortgage rates that you may not be able to get elsewhere.

They will talk through your requirements, fully explain how equity release works; help you consider whether it’s right for you or if other options are available such as downsizing and provide you with comparisons and a written illustration that you can talk through with your family.

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Did you find this information helpful?

*lowest rate with our chosen partner Age Partnership, other rates maybe available.

We work with

First Choice Health
Age Partnership
Quotezone.co.uk
sunlife.co.uk

Our aim is to provide you with clear and accurate information to help you research your chosen financial products and services. The material on this site is for general information only and does not constitute any form of advice or recommendation.

If a link has an * by it, it means it is an affiliated link to an insurance company or broker that may result in a payment to the site. Should you use the equity release calculator, speak to an Age Partnership adviser and take out a plan out using their services, we receive a commission, however this will not affect the price you pay.

Also, from time to time you may see advertisements from third party companies who pay us a fee to advertise their services on our site.

None of the above arrangements constitute advice or recommendations, as other products and companies are available. You should always obtain independent, professional advice for your own situation.

The information provided on this site is accurate at the date of publication, occasionally however, things will change before we have had the opportunity to update them, so please do check. Always do your own research and take independent advice.

We do not investigate the solvency of any company mentioned on our website and are not responsible for the content on websites we link to.

Over50choices is an independent company and regulated by the FCA (No.594280) for insurance products only and a member of the Equity Release Council.

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