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TSB 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 TSB Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the TSB Conveyancing Panel?
Check your firm’s panel Status

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by PI insurers. It is a unique risk management tool.

This software assists the way you can demonstrate to lender panels that you are, and can remain fully compliant with their requirements, with alerts on TSB’s changes. Even though using COMPLETIONmonitor is not a prerequisite for TSB , demonstrating you can remain up to date with TSB’s Handbook requirements is an excellent support to your panel application and, more importantly, safeguard your firm’s panel status.

The system creates real-time alerts, automatically produces compliance and CQS reports, and will increase your firm's efficiency. It is also simply to use, cost-effective and, for many firms, results in reduced PII premiums.

Find a Law Firm approved by TSB

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

A Timeline of Policy Changes


Since 2008, TSB has made 692 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 3.9 days. In total, 24% of the sections of P2 of the UK Finance Lenders’ Handbook for TSB have been changed since 15/12/2008.

To find out more about lender panel compliance,
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FAQs : The TSB Conveyancing Panel from members of the public

I need to swap lawyers as my lawyer is not on the TSB panel of conveyancing solicitors. Is it advisable to appoint a new law firm?
If you haven't yet instructed a solicitor to do anything for you and have just received quotes, you're perfectly free to choose a different solicitor to carry out your work for you. The best way is to get recommendations from friends or family who have actually used the solicitor or conveyancer you're considering.
My lawyer has informed me that he requires personal identification documents stating that this forms part of his retainer as a solicitor on the TSB Solicitor panel. This is news to me - can I refuse?
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 Terms and Conditions that you need to sign will no doubt confirm this. Your lawyer is right that TSB 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 TSB CML Handbook requirements last updated on TSB
I require the services of a TSB panel solicitor in Belfast. Can you assist?
Unfortunately it’s not apparent why you need a TSB panel solicitor but in any event, if you can not find one on our search tool you will need to speak directly to TSB to find out which solicitors in TSB are on their panel. If you do find such a firm not listed please direct them to our site to list. At a fee of one pound per month it is not expensive to register on the site
I am considering applying for a TSB mortgage for purchase of a newly converted (under development) with 60% LTV. Is it compulsory to choose a solicitor on the conveyancing panel for TSB?
In theory, you could use a solicitor that is not on TSB conveyancing panel, but TSB would require one of their panel solicitors to be instructed to act in their interests, and you'd have to pay for this - so most people instruct a panel solicitor. It's also easier, as otherwise you'd have to deal with two solicitors for the same conveyancing matter.
We have agreed to purchase a house.One unusual aspect is that the roof has a solar panel. TSB have issued a mortgage offer so presumably this is not a concern to them. Why is my solicitor raising questions about the panel?
Given that you are obtaining a mortgage with TSB your lawyer must to check the TSB conveyancing instructions contained in the Part of CML Handbook for TSB . The CML Handbook contains minimum requirements for solar panel roof-space leases, and solicitors are required to report to TSB where a lease does not meet these requirements. The requirements relate to the installation of panels on properties in England and Wales. The CML are developing guidance for Northern Ireland and Scotland.
I have instructed a lawyer having made sure that they are on the TSB conveyancing panel. Does my lawyer arrange the survey of the property? Or Having digested plenty of house buying,I note that they all recommend that you should get your house surveyed prior to buying it. When I asked my solicitor - who is on the TSB conveyancing panel - on this she said they don't do this and I need to contract an independent surveyor. is that correct?
TSB will need an independent valuation of the property. Your lawyer will not arrange this. Usually TSB will appoint their own surveyor to do this, and you will have to pay for it. Remember that this is a valuation for mortgage purposes and not a survey. You may wish to consider appointing your own surveyor to carry out a survey or prepare a home buyers report on the property. It is up to you to satisfy yourself that the property is structurally sound before you buy it. If the survey or report reveals that building work is needed, you should tell your solicitor. You may wish to renegotiate with the seller. or Your lawyer will not organise the survey but they may be able to put you in touch with a local one that they recommend. RICS offers a find a surveyor service (just google it) where you can search for a qualified surveyor by postcode. As you are getting a mortgage with TSB you could contact your them to see if they have a list of approved surveyors.
TSB have agreed my mortgage in principle, my offer on house has been accepted, now what?
The estate agent will want to know who your solicitors are (make sure these solicitors are on the lenders panel). Call up TSB or your broker and complete any relevant paperwork. TSB will tell you what documents they want. TSB will instruct a valuer. The valuer will get in touch with the estate agent or seller to book an appointment. Once conducted (assuming no problems) it takes about week to get a mortgage offer. TSB will issue the offer to you and your lawyer. The transaction will then take it’s course according the nature and complexity of the conveyancing.

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