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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Firm Case Studies

The ideas shared within these documents should not be viewed as ‘best practice’, nor do they represent the AMI view.

Interested in featuring as a firm case study? Contact us for more information, using the subject title ‘Case Study’.

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Scott Harris

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Managing Director, Your Mortgage People

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Scott Howitt

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Sales Director, Chartwell Mortgage Services Ltd

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Emma Hayes

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Protection Specialist, Premier Property Solutions

Nicola Huxley

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Company Director, Sphere Financial Services

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Nicola McKenzie

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Managing Director, Dunham McCarthy Financial Services

Using social media to raise protection awareness

Nicola Huxley

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Company Director, Sphere Financial Services

Using social media to raise protection awareness

Nicola McKenzie

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Managing Director, Dunham McCarthy Financial Services

Eight tips for social media

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Amy Bailey

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Mortgage & Protection Specialist, Premier Property Solutions

Videos

Consumer community group (qualitative) videos

As part of AMI Protection Viewpoint: The Perception Gap we held a community group session involving 15 adults. The participants shared their views on cost of living challenges and their perceptions of financial advice. 

NB: we’re only able to share videos of those participants that provided consent. Unfortunately, none of the women taking part gave their consent for their videos to be shared externally but where relevant we have shared their views as part of The Perception Gap report.

Industry case study videos

As part of our community group (qualitative) research we showed participants a selection of case study videos produced by:
  • Royal London
  • Legal and General
  • 7Families

Watch the videos and head to The Perception Gap report to find out what participants thought of the videos, how they made them feel and whether it changed their perception of protection.

AMI Protection Viewpoint 2023 is almost here – register for the launch event now!

AMI Protection Viewpoint is back for a fourth consecutive year – register now for the virtual launch event to join speakers from AMI, L&G and Royal London on Wednesday 8th November at 9:00 a.m.

During the 30 minute event we will reveal key findings from our comprehensive consumer and adviser market research and share our views on what this means for the UK protection market and mortgage intermediary firms.

Click on the button to the left to register your place.

AMI Protection Viewpoint 2023: The Perception Gap

Coming soon – exciting new content including:

Adviser case studies

Consumer qualitative videos

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