Guiding you through Consumer Duty and green advice
Our monthly update for February has a heavy focus on Consumer Duty and the opportunities to learn more about the “Green” agenda…
The power of case studies
According to AMI’s 2022 Protection Viewpoint, over half of consumers do not trust insurer claims statistics – are case studies the answer?
Considering the protection journey for customers with mental health conditions
AMI encourages mortgage advice firms to consider the protection journey and customer experience for those with mental health conditions…
Flexible working changes employers need to know about
Employers need to be aware of a likely change in the law around the future of flexible working following the government’s response to its recent consultation…
Notifying the FCA when an AR changes its name or goes out of business
Firms are reminded that they must notify the FCA immediately if there is a change in status to any of their ARs…
Green Finance Institute Broker Handbook launch
The Broker Handbook on Green Home Retrofit and Technologies was developed to enable richer conversations between advisers and clients on this complex topic…
Building safety update – brokers face obstacles despite new lender commitments
We want to hear from you if you have had problems securing lending on flats with a history of building safety issues via the big six lenders…
A pragmatic approach to Consumer Duty implementation
In this second blog, we take a look at a recent speech on Consumer Duty by FCA Director Sheldon Mills and share our views on how firms can prioritise work…
FCA update for firms on D&I
The language used by the FCA around this subject mirrors that of Consumer Duty, signalling that the regulator sees D&I as integral to good business practice…
FCA financial promotions data and social media firms’ policies
The FCA recently released financial promotions data and there’s been a sharp uptick in the number withdrawn or amended following FCA intervention…
