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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Protection & General Insurance

Read the latest in protection and general insurance in our blog or find out more about what’s happening in the industry with our Protection Industry updates. Discover AMI’s work on the challenges to mortgage and protection advisers in our Protection Viewpoint and listen to our protection industry special podcast, Protection Insight. You can also access many more resources to keep yourself informed.

Protection & GI Blog

The Perception Gap

AMI Senior Policy Adviser Stacy Penn discusses the findings from AMI’s latest Protection Viewpoint – The Perception Gap, in this article written for TMA Club…

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AMI Protection Viewpoint

AMI Protection Viewpoint 2023: The Perception Gap

AMI’s Protection Viewpoint is back for a fourth consecutive year. You can read this year’s report and re-watch the live launch event on the Protection Viewpoint 2023 page (click on the button below). This year we also have exciting new content, including firm case studies, Consumer community group (qualitative) videos and Industry case study videos. 

For our Protection Viewpoint archive, and to find out more about our AMI Viewpoints, please

Protection Insight podcast series

Throughout the series, AMI Senior policy adviser Stacy Penn discusses all things protection with mortgage advice firms.

The series covers a wide range of mortgage protection related topics, with each episode featuring a special guest.

Other Resources

We have a variety of resources available to educate, inform and help you grow your business. Read our response to regulatory papers and consultations on behalf of our members. Listen to a range of podcasts covering industry news, Consumer Duty, protection and more. Make use of our range of factsheets, information leaflets and reports in our Downloads section to keep you up to date with the latest developments in the mortgage industry. Our Chief Executive and Senior Policy Advisers also regularly write for the trade press – you can read these in our Articles section.
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