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…

Edit Content

Log in here for full access to all our great content

 

Please log in below with your username (which is your email address), using all lower-case letters.

 

Forgotten your password?
No problem, simply tell us you have forgotten your password to receive instructions instantly via email.

Having problems logging in?
If you are a current member but are unable to login, please first make sure you are using all lower-case letters for your username/email address. If you still have difficulties, please contact us via email at info@a-m-i.org.uk so we can rectify your problem.

Not a member?
Learn more about the benefits of becoming a member or apply online and we will be in touch.

Get involved in our D&I initiative – your questions answered

Get involved
Following our recent webinar, find out more about how to get involved in AMI & IMLA's joint industry-wide D&I initiative...

It’s a wrap! Thank you to all who attended our webinar on why and how you should get involved with Working in Mortgages. To recap, and for those who couldn’t make it, we are now officially seeking expressions of interest from volunteers and potential project co-ordinators. Submit your response here.

For a snapshot of our Q&A session, see below:

Q: Is this just open to intermediaries, or can representatives from lenders get involved?

A: This is a joint venture with the Intermediary Lenders’ Association (IMLA), so the doors are open to absolutely anyone from the mortgage world who wants to join – including brokers, lenders, technology providers and more!

Q: If we were part of Chapter 1, do we need to re-sign up for Chapter 2?

A: It’s not mandatory, however this form will help us see what people are looking to get out of their involvement, what skills they can contribute, and what projects / issues they are interested in tackling. So, we would encourage everyone, longstanding and new, to submit a response.

Q: What kind of support is needed, and how will roles be allocated?

A: This will partly be determined by the interests and abilities of our volunteer pool, and there will be some freedom to define your own role and how you want to contribute. If you’re stuck for ideas, our latest blog, ‘100+ ways to make the mortgage industry a better place’ gives an overview of the suggestions to come out of our recent Visioning Day, where we got together to discuss key priorities for improving our industry 1 year on from the AMI Viewpoint report.

The blog also provides a link to the 5 core principles we’re organising our activities around – Visibility, Outreach, Impact, Community and Deliverability – this gives a bigger picture view on what we’re looking to achieve in 2023 and beyond.

Q: I want to be part of the mentoring scheme, how can I get involved?

If you sign up using the volunteer form, you will automatically be added to our mailing list and therefore will receive updates on the mentoring scheme as soon as they arrive. Or if you want to be added to the list without volunteering, please drop us a message via the WIM website here.

Q: I’d love to be actively involved but not sure where or how I can be of use. Happy to volunteer time and see how it evolves or do you need to know specifics of where we each feel we can help?

A: You don’t need to know specifics of how you could contribute at this stage, though if you can give us a sense of what you’re interested in via the volunteer form, this will help us see where there is appetite for certain projects. This will help us establish new groups and assign roles accordingly.

Any further questions?

Email info@a-m-i.org.uk and we’ll answer as best we can.our

X

Forgot Password?

Join Us