Mortgages
The following new fields are now available within the Mortgage Form:
When ‘BTL’ and ‘Regulated’ are selected > ‘Consumer BTL?’
When there are joint applicants > ‘Define the relationship between the applicants’
When ‘Remortgage’ is selected > ‘Are you prepared to pay an Early Repayment Charge if you transfer/repay your current mortgage?’
Protection
The following new fields are now available within the Protection Policies section:
‘Is the cover to protect Inheritance Tax (IHT) liability?’
When ‘Policy Type’ = ‘Short Term IP’ > ‘Benefit Claim Period’
The following new values are now available within the Protection Policies section, under ‘Policy Type’:
Gift Inter Vivos
Over 50s Plan
Group Private Medical Insurance
Within the Needs and Demands section, the following new fields are now available:
If you or your partner dies, is it important that you protect against the financial consequences of death?
If you or your partner were to suffer a critical illness or permanent disability, is it important to protect against the financial consequences of these events?
If you or your partner were unable to work in the long term (2 years+) due to illness or accident, is it important to you to be able to pay your mortgage and other bills?
If you or your partner were unable to work in the short term (1-2 years) due to illness, accident or unemployment, is it important to you to be able to pay your mortgage and other bills?