UK Banks Hold Emergency Talks With Treasury Over Car Finance Ruling Fallout

Leading financial institutions have engaged in urgent discussions with the UK Treasury amid growing concerns about potential upheaval in the consumer credit sector following a groundbreaking court ruling on car finance commissions.

The pivotal meeting, held on Tuesday, brought together finance executives, government officials, and regulators to address the implications of last week’s Court of Appeal decision. The ruling favoured consumers who had challenged the legitimacy of undisclosed commissions on car loans, declaring certain commission arrangements between lenders and car dealerships unlawful.

The Finance and Leasing Association (FLA), representing numerous consumer loan companies, raised serious concerns during the emergency meeting about the far-reaching consequences of the judgment. Industry insiders suggest large businesses are now scrambling to modify their systems to comply with the newly clarified legal requirements.

The ruling has prompted significant market reactions, with Close Brothers, a FTSE 250 lender, suspending all motor finance lending activities. The bank, which maintains the highest proportional exposure to car finance among UK lenders, has witnessed its market value plummet by more than 50% since regulatory investigations began in January.

Legal experts predict the ruling could trigger a wave of compensation claims, with analysts revising their estimates upward to a potential industry-wide cost of £16 billion. The Financial Conduct Authority (FCA) is considering expanding its current freeze on complaints beyond December to allow lenders more time to process an anticipated surge in customer claims.

The implications stretch beyond car finance, potentially affecting various lending activities involving hidden broker commissions. Major players including Lloyds Banking Group and Santander are currently assessing the ruling’s impact on their operations, with some institutions delaying financial reports to fully evaluate the potential consequences

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