What should ‘holistic advice’ really mean?

AMI Chief Executive Robert Sinclair discusses his interpretation of holistic advice and what it means for the industry…

Industry must protect the mental health of advisers – Robert Sinclair

We know that mental health and finances are intrinsically linked, and that’s not just when it comes to our customers…

Finalised guidance on financial promotions on social media

As part of their bid to tackle poor quality financial promotions on social media, the FCA has released their finalised social media guidance…

Your April ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his April update, including the Mortgage Charter and AMI’s thoughts on the FCA Fees & Levies proposals…

April 2024 Latest FOS complaints – AMI comments

Latest FOS complaints that may be of interest to mortgage intermediary firms, including AMI’s comments…

FCA Consultation on Fees & Levies for 2024/25

Members may have seen that the FCA issued their annual consultation on the fees charged to firms on Tuesday 9th March – AMI comments…

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AMI Annual Dinner

The next Association of Mortgage Intermediaries’ annual dinner will take place on Thursday 13th June 2024. This event brings together brokers, lenders, politicians, regulators and the press in an informal environment which gives great networking opportunities. Individual tickets are available to members, as are tables of ten.

Those wishing to book a place should contact Iain Cartlidge at AE3 media:
Tel: 020 3815 3682 | Mobile: 07790007612 | Email: iain.cartlidge@ae3media.co.uk

Member Meetings

Annual General Meeting

Further information will be announced nearer the time in our monthly newsletter.

AMI virtual breakfast meetings

We regularly hold breakfast meetings for Principals of our member firms. The aim is to discuss current market situations and the current and future challenges facing both the industry and regulator. Recent meetings have been focused on Consumer Duty.

These are an opportunity for you to ask questions and give feedback on any concerns or issues you may have. The meetings are held via Zoom and last for around an hour. They are free and open to all paid up AMI member firm principals, or a nominated member of their firm.

We will limit the number of members per session to enable contributions. Dates are communicated in advance to firm Principals via our newsflashes, so keep an eye on your inbox for your chance to participate.

2024 Industry events calendar

2024 industry events calendar


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