Equity release checklists

These handy checklists contain information to help you if you're considering an equity release product. You might even like to print them out and take them with you when you talk to providers.

Adviser checklist

Seven areas for your independent adviser to comment upon.

Provider checklist

Eleven questions to ask your equity release provider about their equity release products.

Glossary: equity
The amount you would get if you sold an asset and paid back any money you owed on it. For example, if you have a house worth $350,000, and a $300,000 mortgage, your equity in your house is $50,000.