Upcoming Webinar: what is a green mortgage?

The Green Mortgage Advice Initiative (GMAI) brings you a new webinar: What is a green mortgage. The event takes place on Monday 29th July…

Important fee changes for mortgage intermediary firms in 2024/25

The FCA has released its policy statement on the Fees & Levies payable by regulated firms for 2024/25 – we pull out the important fee changes…

AMI secures significant win for the protection industry

We are delighted that the FCA has accepted our argument that the protection industry should be out of scope of the Advice Guidance Boundary Review…

Mortgage Vision returns for 2024 with extra locations

This year’s Mortgage Vision events take place across the country in September and October, with some new locations added for 2024…

AMI Consumer Duty Factsheets update

Regulated firms are required to bring any closed products and services they continue to offer into the scope of Consumer Duty by 31 July 2024…

Your June ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his June update in what has been a quiet month for the industry with the upcoming general election…

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AMI Viewpoint

AMI Viewpoint

Welcome to the home of AMI Viewpoint. 

AMI Viewpoint is thought leadership style research focussing 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. Past Viewpoints have included protection and Diversity, Inclusion and Equity. We plan to launch a Viewpoint on the value of advice in 2024.

AMI Protection Viewpoint 2023: The Perception Gap

AMI’s Protection Viewpoint is back for a fourth consecutive year. You can read this year’s report and re-watch the live launch event on the Protection Viewpoint 2023 page (click on the button below). This year we also have exciting new content, including firm case studies, Consumer community group (qualitative) videos and Industry case study videos. 

AMI Protection Viewpoint 2023: The Perception Gap

AMI’s fourth Protection Viewpoint – The Perception Gap – is now live! Head to the Protection Viewpoint page for all the fantastic content that we have for you this year!

AMI Viewpoint - D&I

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.

Protection Viewpoint

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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.

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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.

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