May 21 – FCA Credit Broking Survey
FCA has confirmed that it will issue today (20 May 2021) a consumer credit survey to a sample of 300 firms as part of a pilot.
Jun 21 – Presenting protection solutions in 2021
Mark Ninnim at the Finance Planning Group shares his views on how mortgage intermediaries can present protection solutions to their clients in the absence of traditional face to face
meetings….
Apr 21 – A memorable protection conversation is…
Vikki Jefferies at PRIMIS shares her views on what ‘memorable’ means to her and how she thinks advisers should position protection in the mortgage advice process…..
Apr 21 – FCA regulated fees and levies
On Tuesday the Financial Conduct Authority (FCA) published its fee proposals
Apr 21 – Looking after the most important asset
In taking out a mortgage, the average consumer invests in a house to build their home in. Most consumers take out insurance to cover their buildings and contents, but it is a harder task to establish in the consumers mind the need to protect their income against the loss of their job, long term sickness […]
Apr 21 – A bit too close to the edge?
I have been hearing a new clamour from the world of Equity Release that consumers need to be made aware of all the products they might be eligible for and an impetus towards the need for holistic advice. There has also been a subtle shift in language by some commentators who have moved from talking […]
Apr 21 – Still no new clothes
For too long we have been aware of the issues facing existing property owners where their property has “cladding”. Mortgage brokers continually face the issue of working on behalf of consumers to find mortgages with the most appropriate lender. Although not directly involved we have been regularly in discussions with our fellow trade bodies, UK […]
Apr 21 – Update on new FCA online fees invoicing portal
Last month, AMI issued a newsflash on the launch of the FCA’s new online fees invoicing portal
Mar 21 – AMI Factsheet: The fair treatment of vulnerable customers
The FCA has published its finalised guidance for firms on the fair treatment of vulnerable customers
Mar 21 – FCA Whistleblowing Campaign
FCA has launched a whistleblowing campaign, ‘In confidence, with confidence’
