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Financial Disclosure Checklist: exactly which documents you need
Financial mediation starts with both of you showing your full financial picture, called disclosure. Tell the checklist a little about your situation and it builds your personal document list, organised the same way as court Form E, so nothing gets missed. Nothing you tap is stored or sent anywhere.
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The core list everyone needs: 12 months of statements for every bank account, your last 3 payslips and P60 (or 2 years of accounts if self-employed), mortgage statement and a property valuation, pension values, and statements for any savings, investments and debts. Our mediation guide explains how disclosure is used.
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Why disclosure comes first
No numbers, no negotiation
A fair financial agreement is built on a complete, honest picture from both of you. Mediators call it full and frank disclosure, and it is not optional.
Gathering early saves sessions
Documents like pension valuations can take weeks to arrive. Requesting them before mediation starts means your sessions are spent agreeing, not waiting.
Form E headings, deliberately
The list is organised like court Form E. If your case ever goes to court, or you want a consent order, the same paperwork does double duty.
A note on pensions
Pensions are the most commonly overlooked asset in separation, and often the second largest after the family home. Ask each pension provider for a cash equivalent value (CEV). Providers can take up to three months to send it, so this is the first request to make. Our guides cover how disclosure works in mediation and how a financial agreement becomes binding through a consent order (£62 court fee, by consent).
Frequently asked questions
Do I have to show everything?
Yes. Financial mediation works on full and frank disclosure from both of you. Hiding assets undermines any agreement, and a court can set aside a consent order that was based on incomplete disclosure.
Is this the same as filling in Form E?
Not quite. Form E is the sworn court document for financial remedy proceedings. Mediation uses an Open Financial Statement instead, but it draws on the same documents, which is why this list follows Form E headings.
What if my ex-partner will not disclose?
Refusal to disclose makes mediation unsuitable, and mediators screen for it. The court route can compel disclosure through Form E. See when mediation is not suitable.
How old can my documents be?
Bank statements usually need to cover the last 12 months, and valuations should be recent. Your mediator will confirm exact requirements at the first session, and updating a statement is far quicker than finding it for the first time.
Sources
- HMCTS, Form E: financial statement for a financial order, gov.uk financial remedy forms. Accessed 4 July 2026.
- MoneyHelper, How to sort out your money on divorce or dissolution, moneyhelper.org.uk. Accessed 4 July 2026.
- Family Mediation Council, family mediation information, familymediationcouncil.org.uk. Accessed 4 July 2026.