Understanding dementia and its impact on families
Claire Askham, Head of Mortgage Sales at the Buckinghamshire Building Society, writes about her lived experience of caring for a loved one who has dementia…
Over time we will endeavour to build out this site to further drive inclusivity and equity in the mortgage industry and tap into the talent in younger generations. It will not happen overnight, nor will all our ideas be perfect. However, we come together with a shared objective to make a difference and work in partnership celebrating our commonality and respecting our differences. This is our story.
The Association of Mortgage Intermediaries is the representative body for the mortgage and protection advice profession. Through corporate membership, over 80% of all brokers belong to AMI, from the largest networks through to sole practitioners. Find out more about AMI…
IMLA works with and on behalf of mainstream and specialist intermediary-facing mortgage lenders to foster greater understanding between lenders and brokers, influence government and regulatory policy and share knowledge and expertise for the betterment of our industry. Find out more about IMLA…
Talented individuals from across the industry have generously donated their time and experience to help us bring you this website. From industry insight, career case studies, personal experience, guides and resources and much more, we extend our thanks to each and every one. Meet our contributors or find out more about getting involved.
The Mortgage Industry Mental Health Charter (MIMHC) is a not-for-profit organisation that aims to provide guidance, hints, tips and a simple framework, so member companies can embrace then tailor bespoke services which best support their staff. Meet our contributors or find out more about getting involved.
AMI & IMLA, in conjunction with the Diversity and Inclusion Finance Forum (DIFF) have launched a new cross industry mentoring programme. It is totally free and open to all individuals, mentors or mentees, across lenders, insurers and the intermediary sector. Find out more or sign up here.
The UK mortgage industry provides vital support to the UK economy and to the lives of people across the country. It serves people at every stage of life, whether they’re looking to find their first home, begin a journey on the property investment ladder or remortgage their existing property for greater financial flexibility for themselves and their families. Career starters will be instrumental in providing support to people, no matter where they are on their home-buying journey.
What do I need to know about working in the mortgage industry? How does the mortgage appliation process work? How does the mortgage adviser help? What qualifications do I need? What questions should I ask at interview? Find out the answers here…
We’ve created a beginners’ guide to some of the key entry points and job functions in the mortgage industry, covering both advisory roles and lender roles. This is something we will add to over time, so should be seen as more of a starting point than an exhaustive list. Find out more in job descriptions.
Have you ever wondered what a typical day looks like for someone in the mortgage industry? From new entrants to CEOs, every career field offers unique challenges and experiences that shape the day-to-day of its practitioners. In this A Day in the Life Of… blog series, we’ll explore “a day in the life” of professionals across the industry, providing an inside look at what it’s really like to work in these fields.
We want this industry to be a fantastic place to work – a place where everyone feels included, inspired and has fair access to the many opportunities the sector has to offer. Here you’ll find information and guidance for industry professionals on getting the most out of your career, from networking tips to wellbeing in the workplace and career case studies. Mentoring is a valuable tool whatever stage of your career you are at. You can find out more about the benefits of becoming a mentor or mentee and sign up to Working in Mortgages’ free mentoring scheme.
IMLA and AMI have teamed up to produce an online Q&A guide to Understanding Lender Funding. The Guide explains the different types of funding used by mortgage lenders and how the type and split of funding sources impact individual providers’ ability to respond to interest rate changes. Read the Guide to Lender Funding here.
Connecting with other industry professionals, whether virtually or in person, is often a core part of working in mortgages. But navigating this landscape can be tricky, so here you can find our Industry Events Code of Conduct along with handy guides and tips, including networking, dress codes and a calendar of industry events. Find out more…
A diverse work environment, where everyone feels valued, recognised and safe, is essential to all of our physical and mental wellbeing. Whatever your career stage, we have some tools to help make the workplace better for all, including information on what to do if you encounter unacceptable behaviour.
With such a wide variety of roles available in the UK Mortgage Industry, we hear from some of our generous contributors on how they got started, the challenges they have faced and their experiences of the industry as a whole. Read their career case studies here.
Mentoring is definitely not reserved for the senior and well-connected professional. Hundreds of individuals are already benefiting from our totally free mentoring scheme as mentors, mentees or both. Find out more about the benefits of mentoring or sign up here.
"Everyone is welcome in the mortgage industry, and everyone should be able to be their true selves every day. Our future depends on this."
Andrew Montlake, Founder of Coreco and Chairman of the AMI Board
Read a wide variety of blog posts from our amazing contributors, discussing all things diversity, inclusion and equity, from personal experiences to tools and resources to help make the industry a more inclusive and safer place.
We share the results of AMI’s 2021 D&I Viewpoint, an extensive survey of people’s perceptions and lived experiences of diversity, inclusion and equity in the mortgage industry. It will give you an insight into how inclusive our sector is currently and highlights simple actions that we can all take to make a change individually, as well as more structural changes required at firm level.
We have collated a range of tools and resources from across the industry to support you in your D&I journey, whatever stage of your career. Here you will find policies, guides, research and useful external content links that you can share with your employees, employers and colleagues.
We have recently developed a range of factsheets to help you understand the many types of diversities that exist, the obstacles facing people and what you can do to help make the workplace a safe and rewarding environment, whether as a colleague or leader.
We believe that fostering diversity and inclusion is not just a goal, but a journey we embark on together. Our Lunch and Learn sessions are designed to create an open and engaging space where we can explore, discuss, and learn about various aspects of diversity and inclusion. Visit the Lunch & Learn page for webinars, resources, learning & development and much more to come.
Find information and resources aimed at helping business leaders make their workplace an inclusive environment, where employees can feel safe and valued. Find out more about why D&I in the workplace is so important to business success and what business leaders can do to improve D&I in their workplaces.
Listen to a range of podcasts and keep an eye our for more media content as we continue to grow!
Current series include:
The Diversity & Inclusion Finance Forum (DIFF) podcast – a diverse and informative series of podcasts covering a wide range of topics.
The Working in Mortgages podcast series – hear the real stories of some of the leaders in UK Financial Services today, interviewed by Alison Houghton Corfield.
The Pathfinders podcast series – Join Monty (Andrew Montlake) as he presents his listeners with engaging, entertaining and inspirational discussions with his guests.
We showcase some episodes from the Accord Growth Series, on a wide range of topics such as the mental health challenges facing brokers, how to champion womens’ careers, the benefits of mentoring and making change happen in the industry.
Claire Askham, Head of Mortgage Sales at the Buckinghamshire Building Society, writes about her lived experience of caring for a loved one who has dementia…
An article from Gemma Clark of Nationwide on understanding and supporting dyslexia in the workplace, including a personal story from Lydia Witney…
Helen Harrison, Head of Sales at Santander and Nick Piper, Senior Operational Mortgage Manager at Accord, share their opinions on overcoming unconscious bias…
Like any sector, there is always a host of new terms and acronyms to decipher. We have produced a helpful Working in Mortgages Jargon Buster to help you out.
Still can’t find what you’re looking for? Click on the icon on the right to search the whole website. If there are no results and you think there should be, why not get involved and have your say?
Our Community Hub was created out of a desire for….. blurb to go here
Circl® offers an inclusive leadership development programme using coaching skills to enable powerful conversations, promote social mobility and build more inclusive leaders capable of leading diverse teams.
Their programme has been deliberately designed to create long-term behavioural change by bringing together business professionals and underrepresented young people (Future Leaders) to learn together.
Our mission is to build a world where anyone, regardless of their background, can learn to lead. We believe the way to get there is through real world coaching experience alongside the next generation of diverse leaders.
Circl co-founder Charlie started his career working with young adults from underrepresented groups. He quickly learnt that there were many aspects blocking their access to professional careers, including a lack of communication, leadership and people skills. This was mainly owing to the fact that time in education is entirely focused on exams – teachers recognise the importance of people skills but have little time to teach them.
Meanwhile Adrian Blair, Circl’s other co-founder, was leading teams at Just Eat, Spotify and Google. During 20 years of leadership at high growth tech businesses he constantly found that professionals need leadership development and meaning in their work. He also found that traditional leadership training was theory-based and offered practice only in artificial situations (e.g. trying out skills on colleagues).
When they met in 2018, the idea for Circl was born.Our mission is to make creating and embedding inclusive workplace cultures easier. Our purpose is to help progressive businesses get the best from their people through creative, tailored EDI solutions.
Our award-winning founder, Atlyn Forde, draws on over two decades of experience in marketing, strategy development and communications, including several years pioneering diversity, equity & inclusion (DE&I) strategies that have transformed corporate cultures.
Together with our passionate team of experts, Atlyn leverages this expertise across all areas of DE&I, supporting organisations in a diverse range of sectors. ‘We’re not just consultants; we’re your dedicated partners’, guiding you through:
Diversity and Ability is an award-winning social enterprise led by and for disabled people, paving the way for a future where everyone is welcomed and included.
Our work enables organisations to embrace and advocate diversity through knowledge raising, training, tools and action that is supportive and inclusive for all.
We work to empower ‘disabled’ and neurodiverse employees to reach their potential in the workplace through one-to-one support, workshops and training. D&A also supports employers to benefit from the diverse talents that ‘disabled’ people bring to their organisations.
Circl® offers an inclusive leadership development programme using coaching skills to enable powerful conversations, promote social mobility and build more inclusive leaders capable of leading diverse teams.
Their programme has been deliberately designed to create long-term behavioural change by bringing together business professionals and underrepresented young people (Future Leaders) to learn together.
Our mission is to build a world where anyone, regardless of their background, can learn to lead. We believe the way to get there is through real world coaching experience alongside the next generation of diverse leaders.
Circl co-founder Charlie started his career working with young adults from underrepresented groups. He quickly learnt that there were many aspects blocking their access to professional careers, including a lack of communication, leadership and people skills. This was mainly owing to the fact that time in education is entirely focused on exams – teachers recognise the importance of people skills but have little time to teach them.
Meanwhile Adrian Blair, Circl’s other co-founder, was leading teams at Just Eat, Spotify and Google. During 20 years of leadership at high growth tech businesses he constantly found that professionals need leadership development and meaning in their work. He also found that traditional leadership training was theory-based and offered practice only in artificial situations (e.g. trying out skills on colleagues).
When they met in 2018, the idea for Circl was born.Our mission is to make creating and embedding inclusive workplace cultures easier. Our purpose is to help progressive businesses get the best from their people through creative, tailored EDI solutions.
Our award-winning founder, Atlyn Forde, draws on over two decades of experience in marketing, strategy development and communications, including several years pioneering diversity, equity & inclusion (DE&I) strategies that have transformed corporate cultures.
Together with our passionate team of experts, Atlyn leverages this expertise across all areas of DE&I, supporting organisations in a diverse range of sectors. ‘We’re not just consultants; we’re your dedicated partners’, guiding you through:
Diversity and Ability is an award-winning social enterprise led by and for disabled people, paving the way for a future where everyone is welcomed and included.
Our work enables organisations to embrace and advocate diversity through knowledge raising, training, tools and action that is supportive and inclusive for all.
We work to empower ‘disabled’ and neurodiverse employees to reach their potential in the workplace through one-to-one support, workshops and training. D&A also supports employers to benefit from the diverse talents that ‘disabled’ people bring to their organisations.
Blurb
In 1879, a small group of banking professionals saw the need for professional recognition for those working in the sector, and established formal qualifications to help people develop their careers.
140 years later, we continue to push the boundaries of education by providing accessible, inclusive and sustainable progression opportunities to students across the business, finance, and technology sectors.
Today, as one of only a few professional bodies in the world with Taught Degree Awarding Powers, we deliver education to an ambitious, global community across 130 countries.
As a Member of LIBF, you’ll be supported to reach your full potential, including:
Since 1980, Women in Banking & Finance (WIBF) has been run as a not-for-profit, volunteer-led organisation to promote diversity and gender equality in financial services in the UK. Whether you work for accountancy firms, banks, brokers, insurers, investment houses, finance companies, fintech providers, law practices, lenders or wealth managers, WIBF offers events of interest and support to help you progress your career and achieve your goals.
By becoming a member of WIBF you will get access to a wealth of resources including:
The MIMHC aims to provide guidance so companies who become signatories can embrace then tailor bespoke services which best support their staff…