Mortgage & home finance library
The FSA library contains documents that will be of relevance to your firm.
To help you find what you need, this page contains direct links to some of the library documents that you might find useful.
Guide to the FSA Handbook for small mortgage intermediaries
Our guides to the Handbook will help you find the material relevant to your firm in the Handbook.
| Newsletters | Date |
|---|---|
| Mortgage Advisers Newsletter - Issue 10 [PDF] Senior management responsibilities, Management information (MI), Monitoring, Demonstrating suitability, Affordability, Self-certification, Training and Competence, Recruitment, Supervision, Qualifications and training |
March 2008 |
| Mortgage Advisers Newsletter - Issue 9 [PDF] Mortgages Roadmap, Right to Buy, Payment Protection Insurance findings, Recent Enforcement cases, Mortgage Exit Administration Fees, Mortgage Fraud |
October 2007 |
| Mortgage Advisers Newsletter - Issue 8 [PDF] Treating customers fairly, Reasons to engage with FSA, Small firms: under the radar, Mortgage key rules, Meeting the FSA: roadshows, surgeries and training and Product Sales Data. |
June 2007 |
| Mortgage Advisers Newsletter - Issue 7 [PDF] Mortgage quality of Advice process, Mortgage exit administration fees, Be prepared: regulation of home reversions and Training and Workshops. |
February 2007 |
| Mortgage Advisers Newsletter - Issue 6 [PDF] Interest only mortgages, Advertising sub prime mortgages, Mortgage endowment complaints, Wokring with packagers, New financial promotion guides and Enforcement action. |
December 2006 |
| Mortgage advisers newsletter - Issue 5 [PDF] Quality of advice processes; self certification; sub prime; European news; forthcoming consultations; and new consumer web pages. |
October 2006 |
| Mortgage advisers newsletter - Issue 4 [PDF] Home reversions and home purchase plans consultation; mortgage disclosure documents; and future funding of Financial Ombudsman Service. |
June 2006 |
| Mortgage advisers newsletter - Issue 3 [PDF] Information from lenders; sub-prime mortgages; Treating Customers Fairly self-assessment toolkit; and building your own handbook. |
April 2006 |
| Mortgage advisers newsletter - Issue 2 [PDF] Contents: training and competence; communications survey; fees consultation and new fee calculator; our priorities for 2006/07; and the risk outlook for the year. |
February 2006 |
| Mortgage advisers newsletter - Issue 1 [PDF] Contents: mortgage regulation one year on; Firms Online and electronic reporting; sub-prime and self-certification mortgages; and payment protection insurance. |
November 2005 |
| Mortgage and general insurance newsletter - Issue 2 [PDF] | July 2005 |
| Mortgage and general insurance newsletter - Issue 1 [PDF] | May 2005 |
| Factsheets | Date |
| Your responsibility over appointed representatives [PDF] - updated | December 2007 |
| Including goodwill within capital resources [PDF] | August 2007 |
| Home reversion plans - key information for firms [PDF] | March 2007 |
| Payment protection insurance factsheet [PDF] | December 2005 |
| FSA regulation of mortgage arranging and advising - do I need to be authorised? [PDF] | Revised - Nov 2005 |
| How can I find out if the products I want to sell and provide administration for are contracts of insurance? [PDF] | Revised - Nov 2005 |
| Disclosure documentation factsheet for Mortgage Intermediaries [PDF] | New - May 2005 |
| Publications for your customers | Date |
| You can order up to 1,999 copies of our consumer publications free of charge through our online order form. | |
| What to do when you can't meet your mortgage payments [PDF] | March 2005 |
| Mortgage key facts factsheet | November 2004 |
| Will your investment or savings plan pay off your mortgage? |
April 2006 |
| Endowment mortgage complaints | May 2006 |
| Speeches | Date |
| Speech by Clive Briault: Treating Customers Fairly - Progress and future plans |
4 October 2005 |
| Press releases and statements | Date |
| FSA imposes a public censure on PB Roberts Limited | 19 December 2007 |
| Client money: FSA eases rule for mortgage business | 10 January 2006 |
| FSA update on payment protection insurance (PPI) | 4 November 2005 |
| Other | Date |
| FSA steps up campaign against mortgage fraud | 26 August 2008 |
| How you can report suspected fraudulent activities | 26 August 2008 |
| FSA censures a Bournemouth mortgage broker | 22 August 2008 |
| Mortgage adviser enforcement round-up | 17 July 2008 |
| FSA bans East London brokers for involvement in mortgage fraud | 23 June 2008 |
| FSA bans South London mortgage brokers for submitting false loan applications | 9 June 2008 |
| FSA bans Belfast mortgage broker for involvement in fraud | 9 June 2008 |
| FSA bans Northern Ireland-based mortgage broker for failing to prevent mortgage fraud | 22 April 2008 |
| FSA bans mortgage brokers for submitting false loan applications | 22 February 2008 |
| Mortgages roadmap – looking for improvements in firms' advice giving processes | 18 September 2007 |
| Forthcoming changes for mortgage advisers | 3 November 2006 |
| Proposed rule changes | 1 November 2006 |
| Treating Customers Fairly (TCF) update | 19 July 2006 |
| Hot topics for mortgage intermediaries | 2 June 2006 |
| Forthcoming mortgage projects | 25 April 2006 |
| Communications survey results for mortgage advisers | 8 February 2006 |
For more help finding the information you need, refer to our pages on Top 20 frequently asked questions.