Paradigm Events

Surrey Autumn Forum

Compliance

Tuesday 8 October, 09.00-13.00

Pennyhill Park, Surrey, GU19 5EU

We look forward to meeting up to discuss the latest developments in our wonderful industry. We have lots to discuss and we are excited to present our Spring Forums. With interesting sessions on the future of wealth management, a look at industry papers and insight from leading UK market consultants. We really do have an exciting line up for you.

Joining us for these events are: Paul Hogarth, Justine Randall, Lothar Mentel & Graeme Stewart.

We are also joined by the following strategic partners. Here’s a bit more detail on what they will be discussing:

  • TIME Investments will take a deep-dive into AIM looking at market conditions, how it has matured over time and why now may be a great time to invest. Inheritance Tax (IHT) receipts have more than doubled over the last decade and hit a record £7.5 billion in 2023/2 and IHT planning can add real value to your business as it is quantifiable, HNW oriented, and offers intergenerational planning opportunities.TIME’s session will look at how AIM can be combined with Business Relief (BR) to help clients reduce their exposure to IHT and touch on the types of clients who could benefit. With many AIM BR services now available via platform, this offers an estate planning route that can also help to maintain and grow AUM. TIME will focus on how to differentiate between AIM BR services to ensure you are meeting clients' IHT planning needs and optimising client outcomes.
  • Following the FCA's recent issue of guidance on using cashflow modelling to demonstrate suitable advice, Colin Simmons & Andrew Nash, Pension Specialist's at Prudential, explore the key points of this guidance and how it can enhance client understanding by helping them visualise their long-term financial plans and illustrate the impact of different scenarios.  In addition they will discuss the relevance of the FCA’s Retirement Income Advice Assessment Tool (RIAAT) to your advice process.
  • Olivia Drinnan, Marketing Director at Deepbridge, will delve into the current state of the Venture Capital market and explain why it is an opportune time to invest. With the upcoming budget announcement scheduled around the time of the Paradigm events, we aim to offer insights on how any changes may affect the utilisation of Enterprise Investment Schemes.
We will also have an exhibition stand from Aviva.

Please note, this event will be Investment focussed.

Register for this event

I just wanted to take this opportunity to thank you for inviting me to the Paradigm Specialist Protection Event… This was the first event that I have been to in my new role as a Protection Adviser, and I have taken such a lot from it.

Linda

Puzzle Financial Solutions
Your events are always very welcoming, friendly and informative, so well worth attending with other like minded professionals.

Marilyn Holmes

Ashley Price Associates
I found the course very useful and I have come away with lots of action points to review. I also enjoyed the presentation style which certainly helped to keep our attention.

Gia Rhone

Cockburn Lucas
It was a great event and following Tim’s at Exeter Friendly’s presentation I have been able to place a tricky life case for a client with diabetes, so very worthwhile attending.

Mark Weller

Financial Profiles Limited
5/5 for relevance, delivery as promised, quality of presentation and handouts I found the course extremely helpful and gave some good additional points of action that we are currently missing. Graeme taught the course amazingly, the right balance of information with the ability to go off track a little bit to clarify a few points

Katie Badiani

Compliance Manager from First Financial
“A really valuable Mortgage & Protection workshop. we learned so much which will no doubt convert to business. Two informative presentations plus 4 round tables covering several lenders and Insurance providers. We met great BDMs and industry colleagues, had a fantastic lunch and was back in the office all within 4 hours. Really worthwhile and a will be a permanent fixture in our diaries as a must attend event”.

Rachel Lummis

Mortgage & Protection Adviser at Xpress Mortgages
It is hard to get excited about compliance, but Graeme, you seem to, and it is infectious. The course has raised a number of points that we will go away, review and implement. A fine refresher of some of the most recent pieces of regulation that have come into play.

Nigel Graham

Financial Planner, SRG Financial Management Limited
Paradigm

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Paradigm House
Brooke Court, Lower Meadow Road,
Wilmslow, Cheshire SK9 3ND

0161 486 4890

Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above

Paradigm Mortgage Services LLP
Office address: 1310 Solihull Parkway, Birmingham Business Park, Birmingham B37 7YB
Registered in England and Wales. Company No: OC323403. Registered Office: Paradigm House, Brooke Court, Lower Meadow Road, Wilmslow, SK9 3ND
Paradigm Mortgage Services LLP is a Limited Liability Partnership.

Paradigm Protect is a trading name of Paradigm Mortgage Services LLP
Office address: 1310 Solihull Parkway, Birmingham Business Park, Birmingham B37 7YB
Paradigm Mortgage Services LLP is registered in England and Wales. Company No: OC323403. Registered Office: Paradigm House, Brooke Court, Lower Meadow Road, Wilmslow, SK9 3ND
Paradigm Mortgage Services LLP is a Limited Liability Partnership.