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St James Place Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

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How can my firm apply to be on the St James Place Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the St James Place Conveyancing Panel?
Check your firm’s panel Status

Lexsure’s COMPLETIONmonitor is an online pre- and post-completion checklist for residential conveyancing lawyers. It is supported by professional indemnity insurers. It is a unique risk mitigation tool.

This software is the only way you can demonstrate to lender panels that you are, and can remain fully compliant with their requirements, with automatic updates on St James Place’s changes. While using the tool is not a condition for being on the St James Place panel, demonstrating you can remain up to date with St James Place’s Handbook requirements is a helpful support to your panel application and, just as importantly, safeguard your firm’s panel standing.

The software creates real-time alerts, automatically produces regulatory and CQS reports, and will increase your firm's efficiency. It is also user friendly, cost-effective and, for some firms, results in reduced PII premiums.

Find a Law Firm approved by St James Place

Mortgage companies frequently change their requirements. The UK Finance Lenders’ Handbook requirements from St James Place are not guidelines, they are instructions from a client. As with many clients, instructions can change - and they do change, frequently:

A Timeline of Policy Changes


Since 2008, St James Place has made 29 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 94.1 days. In total, 12% of the sections of P2 of the UK Finance Lenders’ Handbook for St James Place have been changed since 15/12/2008.

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Frequently asked questions relating to the St James Place Conveyancing Panel from members of the public

I have just been informed by my lender that my solicitor is not on the St James Place Conveyancing panel. How can I check?
The best course of action for you to take is to contact your conveyancer. It is reasonable to expect your lawyer to advise you of the situation. If they are not on the panel they could put your in touch with solicitors on the conveyancing panel for St James Place.
Our property lawyer is asking me for personal identification documents stating that this is part of his obligations as a solicitor on the St James Place Conveyancing panel. Is this right?
Anti-terror and anti-money-laundering rules require solicitors and licensed conveyancers to verify the identity of the person or body they are dealing with before they can accept their conveyancing business. The Client Care letter that you need to sign will no doubt confirm this. Your lawyer is right that St James Place also require certain documents to be viewed. If a you refuse to provide ID verification documents, your conveyancer would not be able to accept instructions from you. Your lawyer also has obligations to obtain certain documents in accordance with St James Place CML Handbook requirements last updated on St James Place
I see that you have a post code search directory listing solicitors on the St James Place conveyancing panel. Do firms pay you a commission if I appoint them for my own house purchase?
We are a listing service only for law firms wishing to communicate if they are on the St James Place conveyancing panel or other lender panels. We do not charge referral fees to the any conveyancer that you subsequently appoint.
My grandmother passed away last year and as sole heir and executor was left the house. The house had a relatively small loan remaining of approximately £5k. I want to transfer the title deeds into my name whilst I re-mortgage to St James Place , pay off the mortgage etc. Is this allowed?
If you intend to re-mortgage then St James Place will insist on your using a conveyancer on the St James Place conveyancing panel. Here is link to the Land Registry online guidance around what to do when a property owner dies. This will help you to understand the registration process behind changing the details re the registered title. in your case it would appear that you are effectively purchasing the property from the estate. Your St James Place conveyancing panel solicitor pays the new mortgage money into the estate, the estate pays off the old mortgage, the charge is released and you become the owner and the St James Place mortgage is registered as a charge at the Land Registry.
When it comes to mortgage companies such as St James Place do solicitors have to be pay a fee to be on the conveyancing panel?
We are not aware of any lender fees to be on their panel although some do charge an administration charge to deal with the processing of the conveyancing panel application.
Can you point me to a directory of St James Place panel solicitors on the Council of Mortgage Lender’s Website?
No. There is no such tool on the Council of Mortgage Lenders or Building Society Association websites. Very few lenders make their panel listings available online.
After much negotiation I have agreed a price on an apartment. My mortgage broker recommended their conveyancers I paid an upfront payment of 150. Soon after the conveyancers contacted me sheepishly admitting that they were not on the St James Place conveyancing panel. Am I right in thinking that I should be due a refund?
You should be able to recover this from the law firm if they were not on the St James Place panel. They should have asked at the outset which lender you were obtaining a mortgage with. An important lesson to readers of this site is to check that the lawyers are on the appropriate lender panel.

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