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Call our UK team today 0800 633 55 66

Equity release gift terms and conditions

  1. You must enquire before 18th November 2019, pass our eligibility check and attend an appointment with an Age Partnership or Age Lifetime equity release adviser before 31st December 2019, to qualify for the £25 voucher (“Voucher”).
  2. The Voucher will be sent to you within 30 days of you attending the adviser appointment.
  3. We reserve the right to change or withdraw this gift voucher offer.
  4. Offer is limited to one Voucher per household.
  5. In order to prevent fraud and comply with anti-money laundering regulations, we may ask for proof of identification before sending you the Voucher.
  6. We reserve the right to not send you a Voucher should we discover or have a reasonable suspicion that you are abusing the terms of the offer.
  7. The Voucher cannot be exchanged for cash.
  8. The Voucher is a £25 Love2Shop voucher which can be spent at a selection of retailers, with thousands of stores.
  9. These terms and conditions shall be governed by and construed in accordance with English law and any disputes arising out of or in connection with these terms and conditions, whether of a contractual or non-contractual nature, shall be subject to the exclusive jurisdiction of the Courts of England and Wales.
  10. The promoter of the offer is SunLife Limited (Company No: 05460862, with a registered office at 1 Wythall Green Way, Wythall, Birmingham B47 6WG), and a correspondence address at The SunLife Over 55 Equity Release Service, 2200 Century Way, Thorpe Park, Leeds LS15 8ZB.
  11. Please see our privacy policy for how SunLife will use your personal data.
  12. If you have any questions about the gift voucher, please call 0800 633 5566.

Here's the information that you need to know about who we are and the other companies that we work with in order to provide our products and services.

Who are SunLife and who provides the SunLife Guaranteed Over 50 Plans?

SunLife Limited distributes financial products and services , registered office: 1 Wythall Green Way, Wythall, Birmingham, B47 6WG, United Kingdom (registered in England and Wales, no. 05460862). SunLife Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (registration no. 769427).

Phoenix Life Limited trades as SunLife and is the provider of the SunLife Guaranteed Over 50 Plan life insurance policies. Phoenix Life Limited’s registered office is at 1 Wythall Green Way, Wythall, Birmingham, B47 6WG, United Kingdom (registered in England and Wales, no. 1016269).

Who provides the Funeral Benefit Option?

If you choose to add Funeral Benefit Option to your Guaranteed Over 50 Plan, Dignity Funerals Ltd arranges and provides the funeral services, registered office: 4 King Edwards Court, Sutton Coldfield, West Midlands, B73 6AP (registered in England and Wales, No. 00041598). Dignity Funerals Ltd is a member of the National Association of Funeral Directors.

Who provides the Funeral Plans?

Dignity Funerals Ltd arranges and provides the funeral services, registered office: 4 King Edwards Court, Sutton Coldfield, West Midlands, B73 6AP (registered in England and Wales, No. 00041598). Dignity Funerals is not authorised or regulated for this activity by either the Financial Conduct Authority or the Prudential Regulation Authority. Dignity Funerals Ltd is a member of the National Association of Funeral Directors.

The life insurance policy that pays for your funeral will be provided by Phoenix Life Limited, trading as SunLife.

Who provides SunLife Pet Insurance

SunLife Pet Insurance is arranged and administered by BDML Connect Limited. BDML Connect Limited is authorised and regulated by the Financial Conduct Authority (No. 309140). Registered in England and Wales Number 02785540. Registered Office: 45 Westerham Road, Bessels Green, Sevenoaks, Kent, TN13 2QB.

Who provides SunLife Home Insurance

SunLife Home Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.

Who provides SunLife Car Insurance

SunLife Car Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.