Rules and guidance
The Council’s Standards are carried in Part A and B of the documents below and the corresponding appendices. The Council also produces occasional supplementary guidance, to meet the changing demands of the market, which should be considered alongside Part B of its Standards, which contains the core guidance.
Some of our guidance is exclusive to members while some is available to all, for the ultimate benefit of the consumer. Any organisations concerned with consumer protection that would like sight of any restricted content should email [email protected]
V12.1 Standards Part A
File size: 1 MB | Type: pdf | Resources
V12.1 Standards Part B
File size: 702 KB | Type: pdf | Resources
V12.1 Standards Appendix A1 – Solicitors certificate for standard lifetime mortgages
File size: 52 KB | Type: pdf | Resources
V12.1 Standards Appendix A2 – Solicitors certificate for mandatory payment lifetime mortgages
File size: 56 KB | Type: pdf | Resources
V12.1 Standards Appendix B – Certificate of compliance with R&Gs
File size: 36 KB | Type: pdf | Resources
V12.1 Standards Appendix C1 – Certificate of Compliance with product standards for standard lifetime mortgages
File size: 39 KB | Type: pdf | Resources
V12.1 Standards Appendix C2 – Certificate of Compliance with product standards for mandatory payment lifetime mortgages
File size: 39 KB | Type: pdf |
V12.1 Standards Appendix D – Checklist for Advisers
File size: 50 KB | Type: pdf | Council Publications
V12.1 Standards Appendix E – Fees and charges
File size: 34 KB | Type: pdf | Resources
V12.1 Standards Appendix F – Links to useful information
File size: 29 KB | Type: pdf | Resources
V12.1 Standards Checklist for Advisers (Appendix D) supporting notes
File size: 109 KB | Type: pdf | Council Publications
Supplementary guidance
Fees and charges guidance
File size: 151 KB | Type: pdf | Guides
Post sales communications guidance May 2023
File size: 511 KB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part A: Introduction to a fair value assessment
File size: 2 MB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part B: Completing a fair value assessment
File size: 2 MB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part C: Governing a fair value assessment
File size: 2 MB | Type: pdf | Council Publications