Reference

UK SME Lending Glossary

Concise, working definitions of terms every UK fintech lender, BD, compliance officer, and data engineer should know. Updated as the regulatory landscape moves.

Classification

SIC code

The Standard Industrial Classification code — the 5-digit identifier UK Companies House uses to label every company's industry. The backbone of any lender's ICP filter.

Data source

Companies House

The UK government registrar of every limited company. Free REST API, public-by-statute data, the highest-quality "just incorporated" trigger for lenders.

Regulation

FCA-regulated lender

What it means to be authorised by the Financial Conduct Authority — and which SME lending activities sit inside vs outside the FCA perimeter.

Compliance

GDPR for lead generation

How UK GDPR and the Data Protection Act 2018 apply to B2B borrower-intent data — legitimate interest, controller obligations, and the public-data carve-out.

Concept

Borrower intent data

The signal that a specific company is likely to seek debt financing soon. How it differs from horizontal B2B intent (Bombora, 6sense), and what triggers count.

Finance

Working capital

Current assets minus current liabilities. The single number that drives most UK SME short-term borrowing demand — and every alt-lender underwriter's first look.

Finance

Invoice finance

Turn unpaid customer invoices into cash within 24 hours. The dominant UK working-capital product for B2B SMEs — factoring vs invoice discounting explained.

Pricing

Factor rate

The pricing convention used by merchant cash advances and revenue-based loans. Not an APR — and consistently misunderstood by both borrowers and headline comparisons.

Compliance

PECR

Privacy and Electronic Communications Regulations. The UK rules every lender BDR team must know before sending a single cold email or picking up the dialler.

Sales & marketing

ICP

The precise definition of the company you actually want as a customer. The single document that decides whether a lead is fit-or-skip in 5 seconds.

Compliance

Data residency

Where your data physically lives. A procurement question that often decides whether a UK lender can sign a vendor at all.

Reference

UK SME definition

What officially counts as a UK SME — micro, small, medium — and why the definition matters for lender Consumer-Duty scope.

Finance

Working capital loan

Short-term borrowing to fund day-to-day operations. The dominant unsecured product UK SMEs take when cashflow stretches further than the bank account.

Compliance

KYC / AML

Know Your Customer + Anti-Money Laundering. The compliance backbone every UK alt-lender runs before disbursing a loan — Companies House, identity, sanctions, open banking.

Data infrastructure

Open Banking

The regulated UK framework for pulling bank-statement data into underwriting. Faster than PDF uploads, harder to falsify — tight limits for thin-credit-file SMEs.

Underwriting

EBITDA

UK lenders' most-used cashflow proxy — both for sizing facilities and for getting the answer wrong on growing SMEs. Two formulas, five well-known limits.

Finance

Asset finance

Borrowing secured against a specific vehicle, machine, or piece of equipment. Cheapest UK SME credit because the lender has real collateral. HP, lease, or refinance.

Distribution

Embedded finance

Lending delivered inside someone else's software (Shopify Capital, Tide, Stripe Capital). Biggest UK alt-lender distribution channel of the last 5 years.

Legal structure

Sole trader vs Ltd

Two legal forms; very different lender treatment. The single biggest reason a UK lender's decline letter says "we can only lend to limited companies".