Throughout the year, Paradigm run a wide range of events which will help you to gain understanding on important topics, hear relevant market and product information and meet your CPD requirements. We regularly host Mortgage, Compliance and Protection events which provide attendees with valuable updates from both Paradigm and selected Strategic Partners. Each event is carefully planned and organised to deliver maximum value in a concise and efficient manner.
We’d be delighted to see you at an event soon! Please see below for further details on all upcoming events.
Key:
Mortgages
Protection
Compliance
Upcoming Events
Event
LOCATION
DATE
Type
COST
Glasgow Mortgage & Protection Workshop
Glasgow Mortgage & Protection Workshop
MortgagesProtection
Thursday 21 November, 10.00-14.00
Village Hotel Glasgow, 7 Festival Gate, Pacific Dr, Glasgow G51 1DB
Join some of the Paradigm team, including your personal area Business Development Director Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be OSB Group, Leeds Building Society, Crystal Specialist Finance & Zurich.
We are delighted to invite you to our last Best Practice event of the year. As always, this event has been tailored to meet your CPD requirements and will provide you with valuable insights into both current regulation and what changes are in store for the industry in 2025.
So, what do we have planned for the November Best Practice Event?
We will have two sessions from Graeme Stewart, Head of Consultancy, starting with a review of the most important compliance updates since our September Best Practice event. This will include commentary on the FCA's latest 'Dear CEO' letter, an important communication from the Regulator which directly impacts on our advice landscape.
For his second session, Graeme will be joined by Carmen Bews, Policy Supervisor, as they concentrate on sharing with you best practice highlighted by the FCA since the start of the Consumer Duty journey. These examples will be relevant across all types of advice (wealth, mortgage and protection).
Therese Chambers, Joint Executive Director of Enforcement and Market Oversight at the FCA, commented on this summer's FCA webinar that the Regulator will look at a firm’s responsiveness to best practice examples and how these have been embedded as part of the Consumer Duty evolutionary journey. This session will be of upmost importance to business owners, advisers and support staff involved in Consumer outcomes.
For this event, we will also be joined by...
Defaqto, will be highlighting the benefits of streamlining your business processes into a standard operating model using one application to create efficiencies in your advice process.
Mark Brownridge, Strategic Relations Director at Defaqto, will be discussing the impact of tax-related announcements in the recent Budget, the continuing part VCT and EIS can play in a diversified portfolio and share with you five essential takeaways for clients regarding tax-efficient investing in early-stage UK companies.
Hilton Belfast Templepatrick Golf & Country Club, Ballyclare, BT39 0DD
Join some of the Paradigm team, including your personal area Business Development Director Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be LV GI, Guardian, Aviva, HSBC, Kensington Mortgages.
Join some of the Paradigm team, including your personal area Business Development Director Neil Jackson for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Assurant, The Exeter, Underwrite Me, Pepper Money, MT Finance, Bupa & Coventry Building Society.
Hilton Belfast Templepatrick Golf & Country Club, Ballyclare, BT39 0DD
Join some of the Paradigm team, including your personal area Business Development Director Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with some of our Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Providers supporting this session will be Legal & General, Guardian and AVIVA
13:10: Arrival & Registration; Lunch 13:30 - 13:35: Introduction from Paradigm 13:35 - 14:00: Presentation from Guardian 14:00 - 14:25: Presentation from AVIVA 14:25 - 14:50: Compliance Update from Paradigm 14:50 - 15:15: Presentation from Legal & General 15:15: Close, Lunch and Networking
The Later Life Market & Why you should/could be in it Webinar
The Later Life Market & Why you should/could be in it Webinar
Mortgages
Thursday 28 November, 10.00-12.00
Online
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The lenders joining us for this session will be LiveMore, Key Group, Pure Retirement, Hodge Bank & Perenna.
Holiday Inn Brentwood M25 J28, Brook St, Brentwood CM14 5NF
Join some of the Paradigm team, including your personal area Business Development Director Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be CHL Mortgages, Molo Finance, Keystone Property Finance, Skipton Building Society & West One.
Join some of the Paradigm team, including your personal area Business Development Director Tom Hunt for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be OSB Group, Keystone Property Finance, Crystal Specialist Finance, CHL Mortgages, HSBC & Virgin Money.
Supervisor Course (For Mortgage and Protection firms) - FULL: RESERVE LIST AVAILABLE *
Supervisor Course (For Mortgage and Protection firms) - FULL: RESERVE LIST AVAILABLE
MortgagesProtectionCompliance
Wednesday 4 December, 10.00-12.30
Online over 2 days - 4th & 5th December
Cost: £650 + VAT
A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.
Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.
What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.
Please note, this course is currently fully booked. To be added to the reserve list, please register.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The providers joining us for this event will be L&G, AMI, LV & Unum.
For this webinar we’ll be discussing all things Buy to Let and sharing insights from true specialists in this market. We will explore the impact of the recent Budget on this space as well, helping to understand the relevant changes and identify opportunities. During the event we'll be hearing from specialists in this area covering topics such as;
An overview of the current BTL market
A council’s view on how they can work with Landlords
Sustainability in the BTL market
Tax & the implications for Landlords
Limited Company or Individual Ownership
Legal matters in BTL
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
Following the incredibly positive feedback we have received from you regarding this year’s events, we are thrilled to announce that David Ryder and Graeme Stewart will be back in 2025 with Paradigm's ‘Six of the Best…Practice’. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2025 CPD journey.
The Strategic Partner's joining us for this event will be announced shortly.
* If you’re not yet subscribing to Paradigm’s compliance services, one of the Sales team will be in touch when we receive your registration to discuss this further and to arrange your attendance where possible.
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.
