Regulatory Alerts2025-12-17
Approved Qualifications – Lending, Credit and Finance Rules, 2023
The document establishes the Approved Qualifications for lending, credit, and finance under the 2023 Rules, specifically detailing requirements for mortgage advice and equity release. It lists specific certifications from bodies such as the Chartered Banker Institute, Chartered Insurance Institute, and The London Institute of Banking & Finance as valid credentials for practitioners. The text clarifies that individuals providing equity release advice are exempt from holding additional qualifications from the separate Approved Equity Release Qualifications list.
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