Nominate Now: 30 Under 30 Stars!

Spotlight future leaders with 30 Under 30, a fantastic initiative from Financial Reporter and Working in Mortgages - make your nominations now...

AMI’s Protection Viewpoint returns for its sixth year

AMI Chair, Andrew Montlake, explains why the AMI Protection Viewpoint is a must-attend event for business owners and advisers...

Later Life Lending Summit returns for a second year

AMI, in collaboration with the ERC, is excited to announce that the Later Life Lending Summit is back for its second year in Sheffield on 6th November...

New Consumer Credit regulatory return: updated Q&A

AMI is holding a virtual working group session with the FCA on the 15th of September to discuss the consumer credit regulatory return - have your say...

Your September 2025 industry update

AMI's September 2025 industry update; what's new across the mortgage & protection industries this month...
Logo for the Association of Mortgage Intermediaries

Nominate Now: 30 Under 30 Stars!

Spotlight future leaders with 30 Under 30, a fantastic initiative from Financial Reporter and Working in Mortgages - make your nominations now...

AMI’s Protection Viewpoint returns for its sixth year

AMI Chair, Andrew Montlake, explains why the AMI Protection Viewpoint is a must-attend event for business owners and advisers...

Later Life Lending Summit returns for a second year

AMI, in collaboration with the ERC, is excited to announce that the Later Life Lending Summit is back for its second year in Sheffield on 6th November...

New Consumer Credit regulatory return: updated Q&A

AMI is holding a virtual working group session with the FCA on the 15th of September to discuss the consumer credit regulatory return - have your say...

Your September 2025 industry update

AMI's September 2025 industry update; what's new across the mortgage & protection industries this month...

Protection Viewpoint 2023: The Perception Gap

Read the 2023 Viewpoint report

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.

Click here to watch the community videos

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.

Click here to watch the case study videos

© 2025 Association of Mortgage Intermediaries Limited.

AMI is the trading name of The Association of Mortgage Intermediaries Limited which is a company limited by guarantee, registered in England and Wales under the Companies Acts with number 7982341. Our registered address is Celixir House, Stratford Business & Technology Park, Innovation Way, Banbury Road, Stratford-upon-Avon, Warwickshire, CV37 7GZ.

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