AMI’s Protection Viewpoint returns for its sixth year

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

With just four weeks until AMI unveils its sixth Protection Viewpoint report, I wanted to personally share – as AMI Chair and a business owner myself – why I believe this is a must-attend event for business owners and advisers.

Join expert speakers from AMI, Legal & General, Royal London, and The Exeter as we reveal key findings and insights at our online event, 9 a.m. on 5 November.

Our in-depth research, drawing on insights from 3,000 UK adults alongside adviser perspectives, examines the market through the lens of the past, present, and future:

Past – Revisiting key statistics from the early years of the study. Discover whether consumers today are more likely to recall a protection conversation compared with five years ago.

Present – Exploring the issues shaping the sector right now. Learn how many consumers drop out of the protection buying process and at which stages, along with insights on how we can address this challenge. See how advisers are currently using social media and gain practical ideas for building an effective strategy.

Future – Looking ahead to emerging technologies such as AI. Understand what consumers think about AI and the importance they place on human connection at different stages of the advice journey. Hear advisers’ perspectives on the greatest threats facing our industry.

Why register?

  • Gain exclusive early access to this year’s report before it’s shared with the wider industry.
  • Submit your questions for consideration during the launch and in our follow-up discussions.
  • Count the session towards your unstructured CPD.
"The AMI Protection Viewpoint is a fundamental part of our business planning. It's a true insight into the understanding and perceptions of protection from our clients, and potential future clients, perspective; it allows us to look at our communications and marketing, as well as our advice process, to ensure we deliver what clients want and needs, rather than what we think they want and need."
Scott Taylor-Barr
AMI Board member & owner of Barnsdale Financial Management