Retirement Plus | Business Builder Plus
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Case Study  
19 November 2008
Mr and Mrs Caldicott
 
Mr and Mrs Caldicott*, Surrey

Mr and Mrs Caldicott, 82 and 77 respectively, moved back to the UK after spending a number of years living abroad. When they arrived in the UK the couple didn’t have a property to move into and so had to live in hotels. Understandably, the Caldicotts wanted to buy and move into a property as soon as possible. They swiftly found a house for £136,500 on which Retirement Plus released the maximum available to them of £71,621 – effectively helping them to buy their new home.

 
Fast response saves money

Retirement Plus understood the importance of a speedy transaction for the couple and turned around the deal in less than five weeks – half the time it usually takes to complete normal equity release transactions. Mr and Mrs Caldicott were delighted to able to move into their new home faster than expected, further reducing their hotel and furniture storage costs – a win, win situation for them.

 
Their broker says

“We told Retirement Plus that the Caldicotts needed to move quickly and they really pulled out all the stops to ensure they did. We had a tremendous level of customer service; there are a lot of companies who should follow Retirement Plus’ lead.”

Kathy Tedstone, Helen Brown Financial Services
 
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*Please note the facts are correct but the name and photograph have been changed to protect customer confidentiality.
 
For use by financial advisers only. This information has not been approved for use with customers.
 
 
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This document has been issued and approved by Retirement Plus Limited. The Property Plan is a Home Reversion Plan and Home Reversion Plans are regulated by the Financial Services Authority ("FSA"). Retirement Plus Limited is registered in England; company number 05264031. Registered office: Bryan Cave, 88 Wood Street, London EC2V 7AJ. Retirement Plus Limited is authorised and regulated by the FSA.
REF: 846-3-11-2008
 
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