AMI and IMLA have launched a new industry-wide survey aimed at measuring progress on equity, diversity and inclusion across the mortgage and protection sector since 2021.

The ED&I Viewpoint 2026 survey, launched on Thursday 23 April under the Working in Mortgages initiative, is seeking responses from professionals across the UK mortgage and protection market.

Working in Mortgages is a joint initiative between the Association of Mortgage Intermediaries and the Intermediary Mortgage Lenders Association. The new research follows the group’s 2021 study, which examined the experiences of people working across the sector.

The latest survey is intended to benchmark how the industry has changed over the past five years, identify where progress has been made and highlight areas where further work is still required.

AMI and IMLA said the findings would help inform practical steps to improve inclusion, representation and long-term sustainability across the industry.

The initiative is backed by Aldermore Bank, Skipton Building Society, Santander for Intermediaries and United Trust Bank.

Stephanie Charman, managing director of AMI, said: “The 2021 D&I Viewpoint gave us a rare, unfiltered insight into what it really feels like to work in this industry, and some of those experiences were difficult to read.

“We’ve seen encouraging signs of change since then, but we can’t assume the job is done. If we genuinely want to build a profession that is open, inclusive and reflects the customers we serve, we have to keep listening.

“At its heart, the 2026 ED&I Viewpoint research is about building a complete picture of our industry today: what’s working well, what’s changing, and where we can do better. That only happens if we hear from as many different people as possible.

“Whatever your role, background or perspective, I would strongly encourage you to take a few minutes to complete the survey and make your voice heard.”

Nicola Goldie, chair of Working in Mortgages and deputy chair of IMLA, added: “This research provides an important opportunity to take stock of where the industry stands today and to ensure future priorities are grounded in robust, industry-wide insight.

“The results will help firms across the industry to make informed decisions on shaping workplace culture, attracting talent and ensuring the long-term sustainability of their businesses in a market that continues to evolve.

“Having a clearer understanding of where we are now will help direct focus and investment to those areas where they can have the greatest impact.

“I’m really looking forward to seeing the findings, and, crucially, to turning that insight into action. Through Working in Mortgages, we are well placed to build on this research and drive meaningful, practical change across the sector.”

The survey is positioned as a fresh check on how the mortgage and protection profession is changing, with the results expected to give firms a clearer picture of current workplace experiences and where further attention may be needed.