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13 September 2011

Bridgewater Equity Release, the home reversion specialist, has today (13th September 2011) introduced a new client checklist for inclusion in all its application forms. The checklist has been designed to help clients and their advisers pull together all the necessary documentation for the application to complete as quickly as possible and to ensure that the client is able to meet any legal enquiries that may result from the application. The checklist provides details on the necessary documentation required by the clients� solicitor including: �Buildings insurance documents. �Proof of identity. �Title deeds. �An Energy Performance Certificate (EPC). �Service agreements and original guarantees for completed work. �Relevant planning permission and building control documentation. �Mortgage or charge details affecting the property. �Property or Leasehold Information forms. The checklist also outlines the documents that the solicitor will require the client to sign including Counterpart Lease, Transfer, Declaration of Trust (in flexible release cases) and Occupational waiver for any occupiers in the property over the age of 17. Advisers can access and print a copy of the Client Checklist by visiting the new Bridgewater Equity Release website: http://www.bridgewaterequityrelease.co.uk/advisers/resources/ Peter Welch, Head of Sales and Distribution at Bridgewater Equity Release, commented: �Many of the hold-ups and dragging points with a home reversion case can be put down to documentation required by the solicitors which has not been forthcoming from the client. Advisers and their clients can get frustrated by such legal hold-ups and enquiries and it was therefore our aim to put together this client checklist in order to help with this overall process. By using the checklist clients should be able to collate most of the necessary information and documentation required by their solicitors in order to progress far more quickly and smoothly with a case. By doing this, clients are much more likely to see their application turn into actual funds in a far shorter space of time. We do make a point of stating on the checklist that this is not an exhaustive list of documents that may be required however it will help in terms of meeting some of the more common legal enquiries that can be raised by a home reversion application. The checklist itself is now available for download from the Bridgewater website.�

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