Mortgage and other home finance advisers
These web pages are designed to help mortgage advisers put good practice in place in their firms. Our aim is for mortgage advisers to use this material to consider how to improve their own practices, and to make any necessary improvements.
We recommend mortgage advisers check these pages for updates regularly. We will let you know of any updates to these pages in the Regulation round-up email.
Latest updates & additions
24 September:
Improving the way you give advice: Affordability [PDF]
12 September:
New joint FSA and OFT guide to dually regulated credit advertisements
8 September:
FSA censure for Coventry mortgage broker
Quality of advice
The first Quality of Advice project in 2007 found weaknesses in key areas of firms' advice processes. This second review was carried out at the start of 2008 to determine whether firms had made improvements in these areas.
For more information
FSA Roadshows
We have changed the format and frequency of our roadshow programme to support firms with Treating Customers Fairly.
For more information, please see our frequently asked questions about our roadshow programme.
Mortgage fraud
We are working with the market to identify and tackle firms who are, or have been, knowingly involved in mortgage fraud.
Key Rules for Mortgage Advisers
'The Key Rules are drawn from our handbook of rules and guidance - to make them easier to use we have supplemented them with some explanatory material.
Key rules guide
Conduct of Business sourcebook
Help from the FSA
Our new web pages bring together information on training, workshops, and opportunities to hear from and talk to the FSA on regulatory issues that affect your firm.
Help from the FSA

