Request Your Free Guide Below
Applying for equity release can be simple. Our free checklist shows exactly what you’ll need.
All the key documents you’ll need to apply.
Simple steps explained clearly.
Save time and avoid common delays.
🔐 100% secure. No spam. No pressure. Just helpful information.
📅 Updated July 2025
Request Your Free Guide Below
Applying for equity release can be simple. Our free checklist shows exactly what you’ll need.
All the key documents you’ll need to apply.
Simple steps explained clearly.
Save time and avoid common delays.
🔐 100% secure. No spam. No pressure. Just helpful information.
📅 Updated July 2025
Meet Bert Hofhuis — Your Trusted Retirement Guide
“I created this guide to help you cut through the noise — and make smarter decisions for a secure retirement.”
Meet Bert Hofhuis — Your Trusted Retirement Guide
Bert Hofhuis Is a Founder & Entrepreneur Simplifying the Complexities of Later Life Planning. He Navigates the Intricacies of Equity Release, Lifetime Mortgages, Reverse Mortgages, and Wealth Management With Clarity and Expertise.
20,000+ Readers Helped – Bert’s insights have guided thousands of UK homeowners toward more confident financial decisions.
Founder of BankingTimes – Trusted resource for equity release and SIPPs, tailored for over-55s in the UK.
Featured in Trusted UK Media – As seen in Yahoo Finance, iNews, University of Cambridge & more.
Bert Has Been Featured In:
Inside the Equity Release Checklist
Getting equity release wrong can mean delays, stress, or even being turned down. This guide gives you the confidence of knowing exactly what’s expected, before you even start your application.
Essential Paperwork Made Simple
No confusing jargon, just a clear list of what you’ll need.
A Step-by-Step Walk-Through
See how the process works from start to finish.
Avoid Costly Application Mistakes
Learn the common pitfalls that slow down applications.
Who Will Benefit Most from This Checklist
This guide is designed for homeowners who are considering equity release and want to be fully prepared before starting the process.
UK Homeowners aged 55+ — the minimum age requirement for equity release.
First-time applicants — anyone new to the equity release process.
Those involving family — people who want to keep loved ones informed.
Anyone seeking clarity — if you want to avoid delays and confusion.
If you’re planning to apply for equity release soon, this checklist will give you confidence and peace of mind from the very start.
Why Being Prepared Speeds Up Your Application
Equity release involves legal checks, financial assessments, and property valuations. Missing documents or small mistakes are among the most common reasons applications are delayed. Our checklist keeps you one step ahead — organised, informed, and ready to move forward.
Save Time
Avoid delays caused by missing paperwork.
Reduce Stress
Know exactly what’s expected before you begin.
Stay on Track
Follow the same process lenders and solicitors use.
Be Organised
Keep all key documents in one place.
Family Involvement
Ensure everyone understands what’s involved.
Financial Protection
Avoid mistakes that could impact your application.
Here Are the Answers to Common Questions
Still unsure if equity release is right for you? These are the questions we hear most often from people just like you — answered clearly, with no jargon or sales pressure.
Is the Guide Really Free?
Yes — 100% free, with no hidden costs or commitments. It’s our way of helping you make more informed financial decisions.
What Format Will I Receive the Guide In?
You’ll receive a downloadable PDF that’s easy to read on any device — phone, tablet, or computer
How Do I Know the Information Is Up to Date?
Our guide is reviewed and updated regularly by our team — the current version is accurate as of 2025.
Does It Cover Downsizing and Alternatives?
Yes. The guide includes comparisons between equity release, downsizing, and other common retirement strategies.
Can I Share the Guide With a Family Member?
Absolutely. It’s written to help both you and your loved ones understand the full picture before making a decision.
Can I Print the Guide?
Yes — the guide is provided in a printer-friendly PDF format. You can print it at home or take it to a trusted adviser for review.
Download Your Free Equity Release Checklist
Stay ahead of the process and feel confident from the very beginning. Get your free checklist today and make equity release simpler.
Get My Free Guide🔐 100% secure. No spam. No pressure. Just helpful information.
📅 Updated July 2025