Your Legal Right to Switch

Stop overpaying your bank for mortgage insurance.

Banks charge up to 50% more for inferior coverage. By Portuguese law, you can switch to an independent provider at any time and save thousands over the life of your mortgage.

The “bank trap” explained

When you got your mortgage, you likely signed up for the bank's insurance to get a slightly lower interest rate. But the cost of their insurance often wipes out the savings.

Bank Insurance

  • Basic IAD coverage (very hard to claim against)
  • Inflated “group” rates — not competitive
  • Tied to your mortgage — not portable
  • Beneficiary is the bank only
Recommended

Independent Broker

  • ITP coverage — pays out if you cannot work
  • Competitive market rates from 7+ insurers
  • Portable — keep your policy if you remortgage
  • Beneficiary is your bank and your family

How much can you save?

€20–€50

average monthly savings

Up to 50%

less than bank premiums

Better Cover

ITP instead of basic IAD

Switching FAQ

Possibly, but we calculate this for you. Often, the savings on the insurance premium are far greater than the small increase in the mortgage payment. We only recommend switching if you save money overall.

No. We handle the paperwork. We provide the new policy to the bank and help you cancel the old one.

We just need your current policy schedule (showing the cover amount) and typically a copy of your mortgage deed to check the bank's conditions.

Find out how much you can save

Get a free analysis of your current mortgage insurance. We will compare the market and show you your options.

Contact Us