GYM Guide

Protecting Your Home & Family

Buying your home is one of life's biggest achievements. Protecting it — and the people who matter most — is just as important.

Before, during and after moving day

Most people spend months protecting their ability to buy a home, but very few spend time protecting what happens afterwards. Understanding the different types of protection helps you make informed decisions.

Interactive overview

The six types of protection to know

Tap each card to see what it is, why people consider it, and when it's commonly arranged.

Where protection fits

Protection timeline

Different protection products are usually considered at different stages of the home-buying journey — there's no single "right" moment for everything.

  1. 1

    Mortgage Offer

    A good moment to start thinking about protection.

  2. 2

    Exchange

    The purchase becomes legally binding.

  3. 3

    Buildings Insurance

    Must be in place from Exchange.

  4. 4

    Completion

    Ownership transfers and keys are released.

  5. 5

    Move In

    Contents Insurance is commonly arranged around now.

  6. 6

    Review Family Protection

    Life, Critical Illness and Income Protection are often considered.

  7. 7

    Review Your Will

    A natural point to write or update your Will.

Which protection covers what?

A quick visual reference — not every protection covers every need. Most homeowners consider a combination that suits their family and circumstances.

ProtectionPays off mortgageFamily supportProtects incomeProtects propertyProtects belongingsRecords your wishes
Life Insurance
Critical Illness
Income Protection
Buildings
Contents
Will

This overview is educational only and isn't a recommendation of any specific product or provider.

Understanding each protection

A plain-English look at how each one works — so you can talk to an adviser or your family with confidence.

Life Insurance

Life Insurance pays out if the insured person dies during the policy term — typically a lump sum, sometimes an ongoing income.

Homeowners often consider it so that a partner or family isn't left with the mortgage if the worst happens.

Policies can be arranged on a single basis (covering one person) or joint (covering two people, usually paying out on the first death). A qualified adviser can explain which structure may suit your circumstances.

Critical Illness Cover

Critical Illness Cover pays a tax-free lump sum if you're diagnosed with one of the serious conditions listed in the policy — for example a heart attack, stroke or certain cancers.

It differs from Life Insurance in that it pays out while you're still living, helping cover treatment costs, lost income or lifestyle adjustments.

Some homeowners choose to combine the two, arranging a single policy that pays out on either a critical illness diagnosis or death.

Income Protection

Income Protection replaces a portion of your income if you can't work due to illness or injury — usually until you recover, retire or the policy ends.

Where Critical Illness Cover pays a lump sum for specific conditions, Income Protection focuses on your ability to earn — regardless of the reason.

For many homeowners, replacing income during long-term illness is what keeps the mortgage paid and daily life on track.

Buildings Insurance

Buildings Insurance covers the physical structure of your home — walls, roof, floors and permanent fixtures — against events such as fire, flood or storm damage.

Mortgage lenders usually require Buildings Insurance to be in place from the day of Exchange, because you take on the risk of the property from that moment.

Cover levels and excesses vary — it's worth understanding exactly what each policy includes before choosing one.

Contents Insurance

Contents Insurance covers your belongings — furniture, electronics, clothing and personal items — against loss, theft or damage.

It's separate from Buildings Insurance and isn't usually required by lenders, but replacing everything at once would be expensive.

Some policies also cover items you take outside the home, such as bikes, jewellery or laptops — worth checking if that matters to you.

Wills

Buying a property is often a natural moment to write or review a Will, because your estate has just become significantly more valuable.

If someone dies without a Will (known as intestate), their estate is distributed according to fixed legal rules — which may not reflect what they'd have chosen.

Writing a Will can be straightforward, but legal advice is often appropriate — particularly for blended families, joint ownership or larger estates.

GYM — Your Mortgage Fitness Coach

GYM Coach

Protection isn't about expecting the worst. It's about making sure everything you've worked so hard to achieve is looked after if life doesn't go to plan.

Premium coaching

My Protection Review

Every homeowner's circumstances are different. Coaching helps you understand which areas of protection you may wish to explore based on your family, mortgage and future plans — without recommending specific products or providers.

Personal Protection Review

  • Mortgage cover gap: moderate
  • Income cover: not in place
  • Priority: review with adviser

Family Protection Checklist

  • Life cover on both partners
  • Critical illness considered
  • Guardianship recorded

Homeowner Protection Timeline

  • Buildings from Exchange
  • Contents from Completion
  • Family review month 3

Annual Review Planner

  • Next review: Jan 2027
  • Life event triggers
  • Cover vs mortgage balance

Questions for Your Adviser

  • Single vs joint policy?
  • Guaranteed vs reviewable?
  • Waiver of premium?

Your Protection Priorities

  • 1. Mortgage cover
  • 2. Family income
  • 3. Long-term illness
Unlock My Protection Review

GYM's coaching is educational. It does not provide regulated protection advice or recommend specific products or providers.

Frequently asked questions

Keep this guide handy

Save it to your plan.

Ready to plan your next step? Back to My Plan.

Company details: Getting Your Mortgage Ltd. Registered office: 167-169 Great Portland Street, 5th Floor, London, W1W 5PF, United Kingdom. ICO registration: ZC177396.

Regulatory status: GYM provides Mortgage Fitness guidance only and is not itself authorised by the Financial Conduct Authority to give regulated mortgage advice. Any regulated mortgage advice is provided by FCA-authorised advisers we introduce you to, after a full fact-find. The Mortgage Fitness Score is for guidance only and is not a mortgage offer, decision in principle or guarantee of approval.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Think carefully before securing other debts against your home. Buy-to-let mortgages and some forms of commercial or overseas lending are not regulated by the Financial Conduct Authority.

© 2026 Getting Your Mortgage Ltd. All rights reserved.

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Protecting Your Home & Family · 10 min · +45 XP