Consumer Duty – an update

Key Consumer Duty developments and recent communications issued by both AMI and the FCA, with commentary on implications for mortgage intermediary firms…

AR regime – updated AMI Q&A and deadline reminder

Having heard back from the FCA, we have updated AMI’s Q&A documenton the AR regime. We also wanted to remind firms of the upcoming 30 November 2023 deadline…

FCA application window open for firms approving promotions for unauthorised persons

Firms that approve financial promotions for unauthorised persons have until 6th February 2024 to apply for approver permission from the FCA…

FSCS levy and compensation figures update

The FSCS has released an update on its levy and compensation figures for 2023/24, as well as anticipated levy figures for 2024/25…

AMI unveils The Perception Gap, the fourth annual Protection Viewpoint

This Viewpoint features hot topics facing the industry, including value of advice, building trust, consumer buying habits and generational views & attitudes…

Your October update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his October update, focusing on AMI’s Protection Viewpoint, new build and Consumer Duty…

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Viewpoint – What’s next?

Earlier this month AMI, alongside sponsors L&G and Royal London launched ‘The Great Protection Shift’. To catch up on the launch event and read the report please click here.

Towards the end of the report is a five point action plan with considerations for advisers, principal firms/networks, providers and AMI. We encourage members to read the report and think about the role you can play in helping to shift the protection dial.

To assist our members on this journey, over the course of next year we’ll be taking a closer look at the Viewpoint findings. To kick start this, we invite member firms to a Viewpoint webinar on 26 January 9am-9.45am where we’ll dig deeper into the findings and hear from advisers on what stood out to them and how they plan to use the research to make changes within their firms.

To register your interest in the webinar please email here.


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