The Association of Mortgage Intermediaries (AMI) is calling on mortgage brokers to take part in its Protection Viewpoint survey.
Questions cover approaches to protection, the tools used by advisers, the impact of Consumer Duty and insurers’ service levels.
The findings will help to identify the opportunities, barriers and challenges of protection advice from an intermediary perspective and shape this year’s Protection Viewpoint Report.
Brokers do not have to be an AMI member to take part as they will answer anonymously.
The closing date for the survey is 21 August.
AMI, alongside sponsors L&G and Royal London, will share findings from the adviser and consumer Viewpoint research during a launch event at 9am on Tuesday 5 November.
Far-reaching insight
Andrew Montlake (pictured), chair of the AMI board, said: “The AMI Protection Viewpoint Report has established itself as the most far-reaching insight into the protection market, showing just how brokers and the public interact with the industry.
“In previous years, it has highlighted a whole range of trends, challenges, and food for thought that have directly influenced the processes and decision-making of many firms within the industry.”
Last month, AMI claimed a victory after the Financial Conduct Authority (FCA) said that protection would not be within the scope of the Advice Guidance Boundary Review, following the trade body’s campaign.
Samantha Partington is a freelance trade and consumer journalist writing about property and personal finance. Previously she worked worked for the Daily Mail and Property Week. She is the former deputy editor of Mortgage Solutions and editor of Specialist Lending Solutions.
Before becoming a journalist, Samantha worked as a mortgage broker and latterly for a mortgage, bridging and secured loan lender. Samantha is CeMAP qualified. Follow her on Twitter @SamJPartington1.
