Mortgage and protection advisers have been invited to contribute to the Association of Mortgage Intermediaries’ seventh annual Protection Viewpoint research.
The trade body said the study would examine how advisers support customers with their protection needs, the challenges they encounter when discussing cover and the ways in which customer expectations are changing.
It will also consider opportunities for firms and advisers to share lessons and provide further support across the sector.
The survey is open to all advisers, including those who are not AMI members, until 28 August. Questions are tailored according to the answers provided.
AMI has asked firms, networks and advisers to distribute the survey widely, arguing that broad participation will help the findings reflect the intermediary market.
“The barometer of the mortgage and protection market.”
The results will be presented at a virtual event at 9am on 5 November, held in partnership with Legal & General, The Exeter and Vitality. Further information about Protection Viewpoint is available from AMI.
Stacy Penn, head of policy at AMI, said: “AMI Protection Viewpoint has become an important barometer of the mortgage and protection market. It highlights how consumer attitudes are changing and how advisers need to adapt to support evolving client needs.
“By taking part, advisers can help ensure this year’s findings reflect the realities of the market. Whether you are a mortgage adviser, protection adviser, or advise across both areas, we’d encourage you to complete the survey and share your experiences.
“This insight will help build a clearer picture of the challenges and opportunities facing the industry and help shape our future Viewpoint actions.”
Andrew Montlake, managing director at Coreco and chair of AMI, said: “As an adviser, the conversations we have with customers every day give us valuable insight into their needs, concerns and attitudes towards protection.
“The AMI Protection Viewpoint research has helped me reflect on how I approach protection conversations with my clients, while providing insight into changing customer needs and the experiences of advisers across our market.
“I’d encourage advisers to take part and share their views, helping ensure their experiences are captured and that the research continues to provide meaningful insight for advisers and the wider industry.”
