Guidance

Financial requirement: caseworker guidance

Immigration staff guidance on the Appendix Finance requirement.

• From: Home Office
• Published: 1 December 2020
• Last updated: 15 September 2025
  Show all updates

  1. 15 September 2025

     Updated to remove outdated information, a list of the changes can be found in the guide.

  2. 16 August 2024

     Updated the list of currencies where FCDO CER should be used.

  3. 1 December 2023

     Section on funds held in foreign currencies added.

  4. 28 June 2023

     A typing error on page 31 has been corrected and some links have been updated.

  5. 25 January 2023

     Accessible version added.

  6. 30 May 2022

     Updated guidance to include new Global Business Mobility, High Potential Individual and Scale-up routes.

  7. 10 November 2021

     Addition of phrase per household under the section ‘If the applicant does not know their accommodation costs in the UK’.

  8. 22 February 2021

     Updated guidance document with the addition of phrase "per household" under the section 'If the applicant does not know their accommodation costs in the UK'.

  9. 31 January 2021

     Guidance updated to include Hong Kong BN(O) route.

  10. 1 December 2020

      First published.

Documents

Financial requirement caseworker guidance (accessible)

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Financial requirement caseworker guidance

PDF, 472 KB, 51 pages

Details

UK Visas and Immigration guidance on how staff assess whether an applicant has met the financial requirement under Appendix Finance.

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