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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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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