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Consumer Duty

Consumer Duty Fair Value Assessments are intended for broker use only.

Target market and fair value assessments

It's important to us that we check our products are sold to the customers they are suitable for and that they provide them with value.

We regularly review our products to assess their value and suitability, in line with Consumer Duty. We will keep this page updated with the latest product information sheets.

Our product information sheets

Our product information sheets help you to comply with your responsibilities under the duty and support fairer outcomes for your customers.

Other resources

If you’d like to find out more about the support we offer, take a look at our supported customer guidance.

Governments mortgage charter

Principality supports the Government’s Mortgage Charter and has put in place measures to support customers with their mortgage payments.

Learn more about the mortgage charter

Frequently asked questions

If you are submitting a new mortgage application, you can add information about any additional support needs your client has (e.g. hearing impairment, communication in different formats, Power of Attorney, accessibility resources, etc) on MSO as part of the application. 

With more detailed information about your client's circumstances and any adjustments they require, we can better support their specific needs.