AMI urges mortgage advisers to complete protection survey

The Association of Mortgage Intermediaries (AMI) is calling on mortgage advisers to complete a short survey.

The trade body confirmed that its “protection viewpoint” is returning for a fourth consecutive year.

Questions for the survey cover approaches to protection, the tools used by advisers and what advisers think should be done within the industry to help increase consumer trust. It will also cover the impact of Consumer Duty for the first time, after the Financial Conduct Authority (FCA) introduced its new rules around customer protection at the end of last month.

The AMI stated that its anonymous survey takes just five minutes to complete, and that respondetns do not have to be a member of the association.

Its findings will help identify opportunities, barriers and challenges from an intermediary perspective, the AMI stated. Key findings from the research will be shared by the AMI, alongside
sponsors L&G and Royal London, during a launch event on 8 November.

Senior Policy Adviser at the AMI, Stacy Penn, said: “I’m delighted that AMI is running its adviser survey for the fourth year and can’t wait to see what this year’s results tell us.

“Adviser views form an important part of our research, particularly as we can compare and contrast consumer and adviser views to see where any gaps lie. We can only do this with the support of the sector and the more survey responses we receive, the better informed our research will be.

“AMI recognises it is a busy time for many mortgage advisers and is grateful for your time and support. The survey will close on 6 September.”

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