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UK PRA and FCA Consult on Changes to Loan to Income Flow Limit Rule

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Summary

UK FCA and PRA published consultation papers (CP26/12 and CP6/26) proposing to remove the firm-level 15% cap on high LTI mortgage lending (LTI ratio 4.5+) while retaining the 15% aggregate limit across the market. This gives individual lenders greater flexibility to set their own high LTI strategies. The consultation closes 1 July 2026, with implementation expected in H2 2026 and a backstop date of 31 December.

Published by A&O Shearman on jdsupra.com . Detected, standardized, and enriched by GovPing. Review our methodology and editorial standards .

What changed

The FCA and PRA are consulting on changes to the loan to income (LTI) flow limit rule in the UK mortgage market. The regulators propose to remove the firm-level 15% cap on high LTI lending while retaining the 15% aggregate market limit, giving individual lenders greater flexibility. Interim measures introduced in July 2025 via modification by consent will remain in force until the new rules take effect.

Affected banks and mortgage lenders should monitor this consultation and review their high LTI lending strategies in preparation for potential implementation in H2 2026. Firms should consider submitting comments by the 1 July deadline to influence the final rules.

What to do next

  1. Monitor for final rule
  2. Review high LTI lending strategies
  3. Prepare for implementation in H2 2026

Archived snapshot

Apr 10, 2026

GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.

April 9, 2026

UK PRA And FCA Consult On Changes To Loan To Income Flow Limit Rule

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The UK Financial Conduct Authority (FCA) and UK Prudential Regulation Authority (PRA) has published consultation papers (CP26/12 / CP6/26), proposing changes to the loan to income (LTI) flow limit rule in mortgage lending. The regulators propose to remove the firm level 15% cap on high LTI lending (mortgages with an LTI ratio of 4.5 or above), while retaining the 15% limit in aggregate across the market, giving individual lenders greater flexibility to set their own high LTI strategies. This follows interim measures introduced in July 2025, under which PRA firms were permitted, via a modification by consent, to disapply the firm level cap, while FCA firms could seek individual guidance to lend above 15%, pending completion of the policy review.

The PRA proposes new rules in the Housing Part of the PRA Rulebook and a new supervisory statement, while the FCA will issue new general guidance replacing FG25/4. The regulators would publish quarterly data on aggregate high LTI lending and may expect firms to gradually reduce flows if the aggregate limit is exceeded; the consultation also clarifies scope, excluding further advances and retirement interest only mortgages. The deadline for responses is 1 July. Implementation is expected in the second half of this year with interim measures to remain in force up to the implementation date for the changes resulting from this consultation, with a backstop date of 31 December.

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Last updated

Classification

Agency
A&O Shearman
Published
April 9th, 2026
Comment period closes
July 1st, 2026 (75 days)
Instrument
Notice
Legal weight
Non-binding
Stage
Consultation
Change scope
Minor
Document ID
CP26/12, CP6/26
Docket
CP26/12 CP6/26

Who this affects

Applies to
Banks
Industry sector
5221 Commercial Banking
Activity scope
Mortgage lending LTI lending
Geographic scope
United Kingdom GB

Taxonomy

Primary area
Banking
Operational domain
Compliance
Topics
Consumer Finance

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