Important fee changes for mortgage intermediary firms in 2024/25

The FCA has released its policy statement on the Fees & Levies payable by regulated firms for 2024/25 – we pull out the important fee changes…

AMI secures significant win for the protection industry

We are delighted that the FCA has accepted our argument that the protection industry should be out of scope of the Advice Guidance Boundary Review…

AMI Consumer Duty Factsheets update

Regulated firms are required to bring any closed products and services they continue to offer into the scope of Consumer Duty by 31 July 2024…

Your June ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his June update in what has been a quiet month for the industry with the upcoming general election…

Upcoming Webinars on Green Mortgages

AMI, via its Green Mortgage Advice Initiative (formerly MCAG), is delighted to present two upcoming webinars on the evolving world of green mortgages…

Enhanced FCA security for the Supervision Hub

The FCA has confirmed it will be applying changes to the process of verifying callers to the FCA Supervision Hub…

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Protection Viewpoint

Firm Case Studies

The ideas shared within these documents should not be viewed as ‘best practice’, nor do they represent the AMI view.

Interested in featuring as a firm case study? Contact us for more information, using the subject title ‘Case Study’.

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Scott Harris

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Managing Director, Your Mortgage People

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Scott Howitt

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Sales Director, Chartwell Mortgage Services Ltd

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Emma Hayes

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Protection Specialist, Premier Property Solutions

Nicola Huxley

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Company Director, Sphere Financial Services

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Nicola McKenzie

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Managing Director, Dunham McCarthy Financial Services

Using social media to raise protection awareness

Nicola Huxley

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Company Director, Sphere Financial Services

Using social media to raise protection awareness

Nicola McKenzie

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Managing Director, Dunham McCarthy Financial Services

Eight tips for social media

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Amy Bailey

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Mortgage & Protection Specialist, Premier Property Solutions

Videos

Consumer community group (qualitative) videos

As part of AMI Protection Viewpoint: The Perception Gap we held a community group session involving 15 adults. The participants shared their views on cost of living challenges and their perceptions of financial advice. 

NB: we’re only able to share videos of those participants that provided consent. Unfortunately, none of the women taking part gave their consent for their videos to be shared externally but where relevant we have shared their views as part of The Perception Gap report.

Industry case study videos

As part of our community group (qualitative) research we showed participants a selection of case study videos produced by:
  • Royal London
  • Legal and General
  • 7Families

Watch the videos and head to The Perception Gap report to find out what participants thought of the videos, how they made them feel and whether it changed their perception of protection.

AMI Protection Viewpoint 2023 is almost here – register for the launch event now!

AMI Protection Viewpoint is back for a fourth consecutive year – register now for the virtual launch event to join speakers from AMI, L&G and Royal London on Wednesday 8th November at 9:00 a.m.

During the 30 minute event we will reveal key findings from our comprehensive consumer and adviser market research and share our views on what this means for the UK protection market and mortgage intermediary firms.

Click on the button to the left to register your place.

AMI Protection Viewpoint 2023: The Perception Gap

Coming soon – exciting new content including:

Adviser case studies

Consumer qualitative videos

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