Your December 2024 mortgage & regulatory update

AMI's monthly mortgage & regulatory update, including FCA consultations, reviews and research and FOS small business complaints...

New Chief Executive of AMI announced today

The Association of Mortgage Intermediaries has today announced that Stephanie Charman has been appointed as the new Chief Executive of AMI...

Your November 2024 mortgage & regulatory update

AMI's monthly mortgage & regulatory update, including FCA consultations, surveys and policy statements, and a new green mortgage advice webinar...

What can our market expect under a new government?

As AMI Chief Executive Robert Sinclair prepares to step down, he writes for Moneyfacts on what the market can expect under a new governement...

The Later Life Lending Summit is less than a week away – why should you attend?

There is still time to register for the Later Life Lending Summit in Sheffield on 19th November, brought to you by AMI and the Equity Release Council...
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Your December 2024 mortgage & regulatory update

AMI's monthly mortgage & regulatory update, including FCA consultations, reviews and research and FOS small business complaints...

New Chief Executive of AMI announced today

The Association of Mortgage Intermediaries has today announced that Stephanie Charman has been appointed as the new Chief Executive of AMI...

Your November 2024 mortgage & regulatory update

AMI's monthly mortgage & regulatory update, including FCA consultations, surveys and policy statements, and a new green mortgage advice webinar...

What can our market expect under a new government?

As AMI Chief Executive Robert Sinclair prepares to step down, he writes for Moneyfacts on what the market can expect under a new governement...

The Later Life Lending Summit is less than a week away – why should you attend?

There is still time to register for the Later Life Lending Summit in Sheffield on 19th November, brought to you by AMI and the Equity Release Council...
AMI member? Log in here

FCA Financial Resilience Survey

Survey

Between 14th February – 17th February 2023 firms will receive, via e-mail, a Financial Resilience Survey from the FCA (firms with investment business/linked to a parent firm with investment business may receive this earlier, between 7 February-10 February 2023).

If your firm receives the survey, completion is mandatory under section 165 of the Financial Services and Markets Act (FSMA). The e-mail from the FCA should confirm when the survey is to be completed by.

The FCA has proposed to replace the Financial Resilience Survey with a permanent regulatory return. This has not yet been confirmed (we are expecting an update by summer 2023) and therefore firms should continue to complete the survey in the usual way.

© 2025 Association of Mortgage Intermediaries Limited.

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.

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