Consumer Duty – an update

Key Consumer Duty developments and recent communications issued by both AMI and the FCA, with commentary on implications for mortgage intermediary firms…

AR regime – updated AMI Q&A and deadline reminder

Having heard back from the FCA, we have updated AMI’s Q&A documenton the AR regime. We also wanted to remind firms of the upcoming 30 November 2023 deadline…

FCA application window open for firms approving promotions for unauthorised persons

Firms that approve financial promotions for unauthorised persons have until 6th February 2024 to apply for approver permission from the FCA…

FSCS levy and compensation figures update

The FSCS has released an update on its levy and compensation figures for 2023/24, as well as anticipated levy figures for 2024/25…

AMI unveils The Perception Gap, the fourth annual Protection Viewpoint

This Viewpoint features hot topics facing the industry, including value of advice, building trust, consumer buying habits and generational views & attitudes…

Your October update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his October update, focusing on AMI’s Protection Viewpoint, new build and Consumer Duty…

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AMI Board elections 2023 – the results

AMI elections

The AMI membership has now completed its annual election process, where a number of the Board positions were contested. The results are:

  • The Practitioner Constituency (3 vacancies) – Andrew Montlake (Coreco) and Scott Taylor-Barr (Carl Summers Financial Services) are re-elected, and Rachel Lummis (Xpress Mortgages) is elected.
  • The National Constituency (1 vacancy) – Will Hale (Key) is re-elected.
  • The Network Constituency (1 vacancy) – Kay Leslie (HL Partnership) is elected.

We would like to thank all those who stood for election, which ensures a proper democratic process. 

The Board would like to express their sincere thanks to Abi Greenhalgh of Nest Financial Services for her service over the last three years. They would also like to thank Simon Broadley, formerly of Tenet, for his work and support over the previous five years.

With the busy regulatory agenda AMI remains well positioned to promote and protect the mortgage advice community.


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