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ASEW Case Studies · Client Scenario: Diane's Interest-Only Mortgage
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Client Scenario: Diane's Interest-Only Mortgage
Case study walkthrough: Case Study 10 — Diane, 55, Interest-Only Mortgage. Practise the model answers as exam-style adaptive questions.
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Client background
Scenario Diane (55) has an interest-only mortgage of £140,000 with 10 years remaining. She has no formal repayment vehicle.
Question 3
True or false?
Scenario Diane (55) has an interest-only mortgage of £140,000 with 10 years remaining
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Adviser Q&A
Question 5
Which term matches: "1. Overpayments: Make capital repayments on the existing mortgage to reduce the balance. 2."
Question 6
What does "Q2. What should the adviser document?" mean?
Question 7
Type the term that means: "1. Overpayments: Make capital repayments on the existing mortgage to reduce the balance. 2."
Question 8
Match each term in "Adviser Q&A" to its meaning
Tap a term, then tap its matching definition.
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Quick recap
Lock in the essentials before moving on.
Question 10
True or false?
Q3. What is the LTV at current value? — £140,000 / £350,000 = 40% LTV — very low; significant equity; many options available