Financial Adviser's 3 Simple Set Up Steps

Simple to set up, simple to track and simple to administer.

We've made everything as simple as possible. You can manage the whole process online and track your client's application. You can even track how our solicitors are doing - so you're always in control.

1) The Sales Process
Open the Retirement Plus website www.retirement-plus.co.uk
Login by entering User Name and Password
Obtain a KFI and DIP
Complete and print an Application Form
Fill in any missing information and get your client to sign the Application Form and the Customer Verification Form
Post the completed Application Form, Customer Verification Form and valuation cheque together with certified copies of:
1) Proof of person
2) Proof of address
3) Proof of age
Hit the 'Application in Post' button on our website so we know it's on its way – we can track receipt
2) The Offer
Process
We review the Application, complete Credit and Land Registry searches
We obtain a Valuation
We issue an Offer
We instruct our solicitors
 
 
 
 
 
 
3) The Completion Process
Our solicitors send an instruction pack to your client's solicitors
Your client's solicitors discuss the documents and Property Plan with your client
When your client is happy to proceed, the documents are signed and returned to our solicitors, together with buildings insurance details
Our solicitors and your client's solicitors agree a completion date
Our solicitors obtain the funds from us and send them to your client's solicitors the day before completion
Your client receives the amount released from their solicitor
and finally ...
We send your client a Welcome Pack and advise them that the Property Plan is live