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Company Loan Type APR Est. Pmt.

Pension Mortgage

Posted on: 29th May, 2004 02:57 am
Pension Mortgage is a kind of interest only mortgage, which is backed by a pension plan. It consists of:
  1. Monthly interest payments to the lender.
  2. Payment of premiums into the pension fund.

In this type of mortgage, the borrower plans to use some or all of the cash lump sum, from a pension policy, to repay the mortgage at the end of the term.

For Example, Peter has taken a mortgage of $200,000 at 9% rate of interest for some personal reasons. He would pay $500 a month to the lender and $300 a month into a pension fund. The proceeds of the pension policy will help him to repay his mortgage debt after his retirement. This is known as pension mortgage.
I retire in 5 years from my Federal job but the home I want is available now. It is a family home on the the California coast. My elderly mother can no longer afford to keep it but I always hoped to be able to retire in this home. I currently live in Southern CA. The home is on the Oregon/California border. I would need to continue renting in our current location for the next 5 years so need low monthly payments. This makes the pension/interest only loan interesting.
Posted on: 24th Sep, 2011 06:37 am
hi steven,

you can contact the lender and check out if he will help you or your mother to refinance the mortgage into a pension/interest only loan. however, you need to have equity in the property in order to qualify for a refinance.

thanks
Posted on: 25th Sep, 2011 10:47 pm
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