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  2. Equity release - Wikipedia

    en.wikipedia.org/wiki/Equity_release

    The Equity Release Council is the UK's equity release industry body that sets standards to protect consumers. Its members commit to following a set of five product standards: fixed or capped interest rates (for lifetime mortgages), the right to remain in the property, the right to move to another property, the ‘no negative equity guarantee ...

  3. SunLife - Wikipedia

    en.wikipedia.org/wiki/SunLife

    Within a year, Sun Life began sending out direct mail. [24] They introduced their very first plan for people aged over 50 in 1979. [25] In 1982, they became the world's first life assurance company to announce a £200,000 non-medical limit. [26] In 1992, French insurer UAP became Sun Life Assurance Society's major shareholder. [27]

  4. Employee stock option - Wikipedia

    en.wikipedia.org/wiki/Employee_stock_option

    Over the course of employment, a company generally issues employee stock options to an employee which can be exercised at a particular price set on the grant day, generally a public company's current stock price or a private company's most recent valuation, such as an independent 409A valuation [4] commonly used within the United States ...

  5. 5 Things To Review in Your Social Security Statement as You ...

    www.aol.com/5-things-review-social-security...

    Suze Orman: 5 Social Security Facts Every Soon-To-Be Retiree Must Know. Avoid These 7 Cars That Will Only Last You Half as Long as the Average Vehicle. These 10 Aldi Brand Products Are Worth Every ...

  6. Baby boomers are redefining work in their 60s, 70s, and ... - AOL

    www.aol.com/finance/baby-boomers-redefining-60s...

    Just like a financial plan, it needs to be rebalanced sometimes, says Ives. So far the partners have brought their program to companies of various sizes, from a bank to a nonprofit to academia.

  7. Shared appreciation mortgage - Wikipedia

    en.wikipedia.org/wiki/Shared_appreciation_mortgage

    Barclays' booklet on shared appreciation mortgages says that they were "specially designed for the needs and lifestyles of the mature homeowner... aged 45 or over and... property worth over £60,000." [5] They were mostly aimed at people aged 65 and over, and marketed as ideal for people who had paid off their mortgage, allowing them to release ...

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