Paradigm Events

RIAAT Training

Compliance

Thursday 20 March, 09.30-12.30

Online

Cost: £650 + VAT

Following the success of our RIAAT (Retirement Income Advice Assessment Tool) training pilot session at the end of last year, we are delighted to announce four new dates in 2025 when we will once again deliver this session.

As you may be aware, the RIAAT is now the standard used by the FCA to gauge the suitability of retirement income advice, with an expectation that firms will utilise the RIAAT in such cases. This training session is designed to make you familiar with the RIAAT tool, provide an understanding of its different sections and to test your proficiency in using the tool as part of a file review. The session is only suitable for firms with investment permissions.

So, what topics are included in the RIAAT course?
•    RIAAT background
•    Information requirements
•    Case details
•    Essential facts
•    Suitability assessment
•    Insistent client
•    Consumer Duty
•    Disclosure
•    Results & Feedback

These training courses will run from 9:30am to 12:30pm, remotely via Teams, and are priced at £650+VAT per person. This includes the 3-hour training session itself, plus a case assessment for you to complete and have reviewed by the Paradigm File Review team, in order to help aid your understanding of the RIAAT tool and assist you in becoming proficient in its use.

Please note that places are limited for each session to ensure the best possible interaction and may therefore sell out quickly.

If you require any further information regarding these sessions, please do not hesitate to contact Paradigm's Consultancy Manager, Sharon Ardern, on [email protected] or alternatively call 07387 261051.

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.