Mortgage advisers say protection conversations and referrals on the rise

“Clear disconnect” still remains in protection discussions

John Brazier
clock • 4 min read

The latest report from the Association of Mortgage Intermediaries (AMI) finds that advisers are having more protection discussions with clients and that cost is not the main barrier to purchasing cover.

The Viewpoint: Moving forward report, published by AMI today (17 November), surveyed 253 mortgage advisers and over 5,000 consumers on a range of issues concerning the protection market. One of the main findings of the report was that over half of advisers (57%) said that protection conversations with clients had increased over the past 12 months, while the rate of mortgage advisers signposting clients to protection specialists has also risen, from 14% in 2020 to 25% in 2021. Of the advisers that said they are discussing protection with clients, 86% said that they broach the topic of ...

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