
Using an Annual Tax Summary as proof of income – HMRC view
An Annual Tax Summary provides the rates used to calculate Income Tax and NI contributions, and a breakdown of how the UK government spends taxes…
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An Annual Tax Summary provides the rates used to calculate Income Tax and NI contributions, and a breakdown of how the UK government spends taxes…

AMI’s monthly mortgage & regulatory update, including the FSCS operating costs consultation, the update AR regime Q&A and new guidance from the ICO…

The Financial Services Skills Commission works with the UK Financial Services sector to ensure that it has the talent and future skills needed to succeed…

Read AMI’s guidance on the process for reporting Appointed Representatives data, which requires submission of information on AR complaints & revenue data…

Google has confirmed that in February 2024 its UK Financial Services Verification policy will be updated – read our update for firms…
AMI Chief Executive Robert Sinclair gives his December update, reflecting on the year and the hard work of our members…

FCA has published a Policy Statement following its Consultation Paper on moving IDD requirements to the FCA Handbook…

AMI’s monthly mortgage & regulatory update, including annual Firm Details Attestation, uploading AR data and mortgages where there are building safety issues…

A cyber security update detailing common cyber risks affecting the industry and how to protect yourself as much as possible.
AMI Chief Executive Robert Sinclair gives his November update, including AMI’s Protection Viewpoint, market conditions and future challenges for advisers…

AMI’s 2023 Protection Viewpoint report ‘The Perception Gap’ is packed full of findings and insight aimed at mortgage intermediaries…

AMI’s monthly mortgage & regulatory update, including conveyancing cyber incident, Form A rollout, SME access, ICO case studies, data protection and more…
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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.
Please note that we are a trade body and, as such, we do not provide mortgage advice to individuals. If you require mortgage advice, please contact an FCA certified mortgage broker who will be able to discuss your needs and advise you fully of your options.
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