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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ICO Guidance

ICO has published a blog on Subject Access Requests with common themes and key takeaways from its past work, designed to help firms handle this type of request.

Click here to read.

ICO has also published guidance for firms carrying out direct marketing using live calls. The guidance explains how the Privacy and Electronic Communications Regulations (PECR) applies to making live direct marketing calls (marketing calls where a live a live person is speaking to the person they are calling). If a prospective or existing customer asks a mortgage intermediary firm to call them (for example in response to an advert) a firm can call the person and most of the PECR rules don’t apply.

This guidance is concerned with unsolicited direct marketing calls. It is not relevant for live calls that are made for administrative or customer service purposes.

Click here to access the guidance.


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