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.

During the pandemic many firms, large and small, canvassed their people to identify how much they preferred the “new ways of working” and how much they wanted to “go back to the office”.  Many either deliberately or accidentally set an expectation that working from home might be an acceptable norm.  In asking how many days a week people might want to attend the office, an expectation was created.

Little thought appears to have been given to how an employer might provide a “proper working environment”, how they would adhere to local council tax issues, if domestic, public liability and professional indemnity insurers would be happy and how Health and Safety monitoring might operate.

As inclusivity becomes a core regulatory requirement, how do firms avoid those at home feeling excluded?  How do we avoid creating two speed career paths and how do we ensure that this does not create a gender divide and make sure all voices are heard?

For me, we work in a relationship led industry.  Technical skills and quality processing are important, but we are a regulated sector with principles that require firms to have culture that works top down and bottom up.  I struggle to see how this can be achieved by remote working unless there is serious investment in regular team and leadership meetings at a scale we have not seen routinely.

I wait to be proved wrong – but leaders need to think carefully about the long-term shape and culture of their businesses.

Robert Sinclair, AMI Chief Executive
September 2021


Forgot Password?

Join Us