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...

Welcome to the home of AMI Viewpoint. 

AMI Viewpoint is thought leadership-style research focusing on key topics impacting the mortgage and protection industry. Each Viewpoint features a report and event sharing key findings from the research, as well as views from industry experts on the implications for the sector; view our Viewpoint Archive. We are currently preparing for the lauch of the 2025 Protection Viewpoint, and on the horizon is a Viewpoint focused on the Value of Advice, as well as a new D&I Viewpoint.

Reflect on the past. Protect the present. Prepare for the future

Morning of Wednesday 5th November, 2025.

Virtual launch event hosted by AMI and supported by sponsors L&G, Royal London and The Exeter.

Don’t miss out – register for your place now!

2025 marks the sixth consecutive year of consumer (3,000 UK adults) and adviser research into the UK protection market. The report will take a comprehensive look at the past, present, and future of the protection landscape with a focus on consumer behaviour. Be the first to hear the key insights from this year’s report in the live launch event, open to the whole industry. 

Protection Viewpoint

2024: Making Protection Personal

The 2024 Viewpoint report, the live launch video, key takeaways in our Four Point Action Plan and consumer qualitative videos await you here.

2023: The Perception Gap

The 2023 Viewpoint report, firm case studies, consumer videos and industry case study videos can be found here.

2025: Coming 5th November

The 2025 Viewpoint report; where we will Reflect on the past, Protect the present and Prepare for the future. Watch this space!

Viewpoint Archive

Edit Content

AMI’s third annual Viewpoint Report on protection within the mortgage industry – The Great Protection Shift – concludes with a new five-point plan to work together as an industry towards change.

The report, produced in partnership with Legal & General and Royal London, asked 3,000 UK adults and over 250 advisers their views on issues relating to the protection market. New this year, AMI also carried out qualitative research involving a bespoke community of consumers to give extra depth to the findings.

The research looked at the barriers to protection, expectations among both consumers and advisers, the power of communication and the perceptions and misconceptions that exist. 

Watch the 2022 Protection Viewpoint launch here.

Read the 2022 Protection Viewpoint report in full here.
Edit Content
Read the 2021 Protection Viewpoint report in full

As part of our series looking at how mortgage intermediary firms overcome some of the challenges highlighted in protection Viewpoint 2021, we hear from mortgage and protection advisers on how they build trust and ensure memorable protection conversations.

  • Our infographic explores some of the themes from the report.
  • In this short video Nina Brown from Pam Brown Mortgages shares her views on how she raises protection with mortgage clients for the first time.
  • In this short article, Michelle Brook from Brook Financial Services and Sarah Tucker from The Mortgage Mum share their views on how they approach protection within their firms.
  • In this article, Scott Taylor-Barr from Barnsdale Financial Management shares his ‘life lessons’ – the five key things he’s learned over the years from advising on protection.
Edit Content

In 2021, as part of AMI’s Viewpoint on Diversity, Inclusion and Equity in the mortgage industry, a total of 1,178 people gave their valuable time to complete a survey providing us with a strong picture of how people within our industry are feeling on this important topic.

The report shares the results of the extensive survey, conducted in July, of people’s perceptions and lived experiences of diversity, inclusion and equity in the mortgage industry. It will give you an insight into how inclusive our sector is currently and highlights simple actions that we can all take to make a change individually, as well as more structural changes required at firm level.

We’d like to thank both Aldermore and Virgin Money for their support with this survey and report. Thanks also to those who gave up their time to complete the survey and share their experiences.

Read the Viewpoint report in full here.

For more on D&I in the mortgage industry, including how you can get involved and make a difference, visit our Working in Mortgages website.
Edit Content
Read the 2020 Protection Viewpoint report in full

© 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.

Login

Contact us

Membership enquiries

Site map

View our Terms & Conditions

View our Privacy Policy

View our Annual Reports