Your August ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his August update, including rate changes, increased FCA activity in the insurance sector and Mortgage Vision events…

Your August industry round-up

A round-up of the goings-on in the mortgage and protection industry this August, including FOS annual complaing data insights and FCA plans…

Insurer underwriting and service standards – have your say in this year’s Protection Viewpoint

With only two days left until this year’s Protection Viewpoint survey closes, please take five minutes to have your say on insurer underwriting and service…

AMI Protection Viewpoint 2024 – we need your views

AMI Protection Viewpoint is back for a fourth consecutive year. Please help us by taking five minutes to complete our survey…

Protection Viewpoint 2024 – save the date

Find out when this year’s Protection Viewpoint virtual event will be held and remember to save the date…

Your July ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his July update, highlighting the Consumer Duty deadline and ongoing work in the Equity Release market…

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Protection Viewpoint 2024 is coming soon

Save the date!

AMI’s Protection Viewpoint is back again for 2024, with the launch of the report taking place on Tuesday 5th November at 9 a.m.

Ahead of the launch, you’ll have your chance to get involved with the adviser survey. Have your say on insurer underwriting and service standards, and help shape this year’s Protection Viewpoint report. The survey closes on 23rd August and only takes five minutes to complete. We would be very grateful for your support.

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.

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