Home for Life Plan case studies

How the Home for Life Plan is changing lives

Read our real-life customer case studies below to hear just a few ways the Home for Life Plan has changed so many of our customers’ lives for the better.

What is the Home for Life Plan?

Visit our Home for Life Plan explained page and learn how this bespoke plan could transform your retirement.


Homewise gave Mr & Mrs K the opportunity to clear their mortgage and stretch their affordability to secure a bungalow which was essential for health reasons. In their previous home Mrs K had to use a stairlift and so they needed to downsize to a more manageable bungalow. This also helped her to care for her husband.

Mr & Mrs G wanted to retire to a ground floor apartment in a good area close to the sea and be able to clear their previous mortgage.

The Home for Life Plan enabled them to boost their affordability and find the perfect property which would have previously been out of their reach. They were able to pay off their mortgage, have financial security and enjoy their retirement by the sea thanks to Homewise.

Mrs L was intending to purchase her next property independently but, after speaking to Homewise, she discovered she could secure the same property and save money using the Home for Life Plan. This meant she could give up work and use this time to pursue her hobbies and interests. Plus, Mrs L safeguarded 50% of the property’s future value to pass on to her estate for inheritance.

Mr & Mrs M were living in rented accommodation and wanted a secure property to enjoy their retirement. Renting would eat up their savings and they were struggling to find properties within their budget. Our agents introduced them to Homewise and they soon found the perfect home at a great price.

They had said that the right property and security was more important than inheritance but, with the Home for Life Plan they found a great home and still safeguarded 50% of the property’s future value for their estate.

Mr & Mrs H were living in Spain and keen to move back to the UK. Unfortunately, they had a limited budget of £140,000 and were very concerned about what they could afford. Homewise were able to boost their affordability and they found the perfect bungalow worth £200,000 through us. They are now enjoying their retirement in the UK close to friends and family.

Contact us about the Home for Life Plan today