FCA Financial Lives survey
The FCA has recently released findings from its May 2022 Financial Lives survey. Carried out every two years, it provides nationally representative data…
July 2023 Latest FOS complaints – AMI comments
Latest FOS complaints that may be of interest to mortgage intermediary firms, including AMI’s comments…
Group insurance policies
We are aware some mortgage intermediary firms may provide advice on group insurance policies, although this is typically a niche advice area in our sector…
Supporting customers in financial difficulty – insurance
The FCA has issued guidance on supporting insurance customers in financial difficulty…
Are you a second charge broker?
With the Consumer Duty in mind, the FCA plans to carry out work in the second charge market…
FCA to launch an updated Form A
The FCA has confirmed it will be launching an updated Form A for public testing later this year…
PII – requirements for principal firms
Recent FCA analysis has shown that some firms do not have adequate PII – we remind firms of the requirements…
Consumer Duty monthly blog – July 2023
In this month’s AMI Consumer Duty blog – Let’s talk about risk, and what it really means to ‘avoid causing foreseeable harm’…
FCA confirms 2023/24 fees and levies rates
FCA confirms 2023/24 fees and levies rates and has proceeded with its proposals to freeze minimum fees, authorisation fees and the AR/IAR levy…
ICO updates
The Information Commissioner’s Office have released additional SME and SARs resources.
Working in Mortgages Mentoring Scheme
Working in Mortgages has launched a free industry wide mentoring scheme
Advice for firms using MOVEit file transfers
A vulnerability to the file transfer application MOVEit has been identified…
