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
Exeter Mortgage and Protection workshop
Exeter Mortgage and Protection workshop
MortgagesProtection
Tuesday 29 April, 09.30-14.00
Exeter Racecourse, EX6 7XS
Join some of the Paradigm team, including your personal area Business Development Director, 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 The Mortgage Lender, National Friendly, Positive Lending & First2Protect.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm), as he looks at the FCA’s focus and priorities for the next two years. We will also remind firms about the FCA findings and expectations around non-financial misconduct, and the resources Paradigm offers to help firms.
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Following on from the governments first budget, tax changes are forcing people to take a much closer look at their financial affairs, especially Inheritance Tax. With the proposed changes to pension pots being included for IHT and the changes to agricultural and business relief, it all means a lot more people than ever could be paying inheritance tax. We are therefore delighted to be joined by two specialists in this area who will focus their presentations on different aspects of this issue.
Matt Johnson, Key Partnerships Manager at Octopus Investments will cover all things Inheritance Tax (IHT), including the main exemptions, budget changes, simple ideas you can implement with your clients today, and will run through scenarios that may come up when looking at the RNRB.
In our second IHT session, M&G will delve into the recent changes to IHT regulations affecting pension funds. Exploring how these changes, effective from April 2027, will impact estate planning and retirement strategies and consider potential withdrawal strategies aligned to the principles of the Thematic Review. You'll gain insights into:
The new IHT rules and their implications for pension funds
Strategies for mitigating increased tax liabilities and withdrawal strategies
Practical considerations for advising clients with substantial pension wealth
Join Sol Lemoigne & Mark Chanda from Fintegrate for a practical session designed to help financial advisers streamline their processes, enhance efficiency, and deliver superior client outcomes.
They’ll demonstrate how you can significantly reduce time, cost, and complexity while maintaining a high standard of advice. Discover how to create a robust, repeatable process that increases consistency, improves compliance, and aligns seamlessly with your CIP. Plus, learn how to generate clear, meaningful reports that resonate with clients and reinforce their financial goals.
Sean Parry, Strategic Account Manager at Aviva, will be joined by a local BDM to explain all the great things the Aviva Platform can offer to you and your clients.
You will find Sean at the Aviva exhibition stand.
The Agenda is as follows:
09:00: Arrival & Registration; Tea/Coffee & Breakfast Rolls 09:30: Session One Commences:
Paul Hogarth, Tatton Asset Management - TAM & Paradigm Update
Nucleus Financial - Market Update & Exciting Developments
Fintegrate - How to optimise your financial planning & empower clients with knowledge?
Lothar Mentel, Tatton Investment Management (TIML) - Market Update 11:00: Coffee Break 11:20: Session Two Commences:
Justine Randall, TIML - Boomers or Bust: maximising the great wealth transfer
Douglas Mutch, M&G - Flight Plan for Success – Pension Income and IHT
Matt Johnson, Octopus - The Budget, IHT and the residential nil-rate band. Simple, right?
Graeme Stewart, Paradigm - Following on from the Dear CEO letters to Financial Advisers 13:30:Close, Lunch and Networking
Please note, this event will be Investment focussed.
Join us for our latest Protection webinar! For this session, we're delighted to be joined by L&G, Zurich, Paymentshield, AVIVA and technology partner UnderwriteMe. They will share their insights on the market, and potential sales opportunities, where you can add more value for your customers and ultimately highlight how you can write more business. Don't miss out on this opportunity to learn from some of the top industry experts!
Some of the sessions being offered are:
Business Development Manager, Olivia Robinson at UnderwriteMe will be looking at how tech providers like UnderwriteMe are collaborating with industry partners to demonstrate how technology is streamlining the protection journey - making disclosures easier, enhancing efficiency, and shaping the future of insurance technology.
Zurich's Protection Consultant, Wendy Matthews will be discussing the facts behind long-term sickness and the risks of not having income protection. Wendy will showcase the Zurich Income protection policy and the changes to the multi-fracture cover, highlighting how the value-added features support customers during a claim.
National Account Manager at Paymentshield, Craig Kerrigan will be discussing how general (Home, Landlords, Tenants and Renters) Insurance has seen an increase over the last 2 to 3 years. Craig will look at the actual figures, highlight and educate as to the reasons why this has occurred to enable Advisers to converse with clients, dispel some myths and give a potential way forward.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm), as he looks at the FCA’s focus and priorities for the next two years. We will also remind firms about the FCA findings and expectations around non-financial misconduct, and the resources Paradigm offers to help firms.
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Following on from the governments first budget, tax changes are forcing people to take a much closer look at their financial affairs, especially Inheritance Tax. With the proposed changes to pension pots being included for IHT and the changes to agricultural and business relief, it all means a lot more people than ever could be paying inheritance tax. We are therefore delighted to be joined by two specialists in this area who will focus their presentations on different aspects of this issue.
Matt Johnson, Key Partnerships Manager at Octopus Investments will cover all things Inheritance Tax (IHT), including the main exemptions, budget changes, simple ideas you can implement with your clients today, and will run through scenarios that may come up when looking at the RNRB.
In our second IHT session, M&G will delve into the recent changes to IHT regulations affecting pension funds. Exploring how these changes, effective from April 2027, will impact estate planning and retirement strategies and consider potential withdrawal strategies aligned to the principles of the Thematic Review. You'll gain insights into:
The new IHT rules and their implications for pension funds
Strategies for mitigating increased tax liabilities and withdrawal strategies
Practical considerations for advising clients with substantial pension wealth
Join Sol Lemoigne & Mark Chanda from Fintegrate for a practical session designed to help financial advisers streamline their processes, enhance efficiency, and deliver superior client outcomes.
They’ll demonstrate how you can significantly reduce time, cost, and complexity while maintaining a high standard of advice. Discover how to create a robust, repeatable process that increases consistency, improves compliance, and aligns seamlessly with your CIP. Plus, learn how to generate clear, meaningful reports that resonate with clients and reinforce their financial goals.
Sean Parry, Strategic Account Manager at Aviva, will be joined by a local BDM to explain all the great things the Aviva Platform can offer to you and your clients.
You will find Sean at the Aviva exhibition stand.
The Agenda is as follows:
09:00: Arrival & Registration; Tea/Coffee & Breakfast Rolls 09:30: Session One Commences:
Paul Hogarth, Tatton Asset Management - TAM & Paradigm Update
Nucleus Financial - Market Update & Exciting Developments
Fintegrate - How to optimise your financial planning & empower clients with knowledge?
Lothar Mentel, Tatton Investment Management (TIML) - Market Update 11:00: Coffee Break 11:20: Session Two Commences:
Justine Randall, TIML - Boomers or Bust: maximising the great wealth transfer
Douglas Mutch, M&G - Flight Plan for Success – Pension Income and IHT
Matt Johnson, Octopus - The Budget, IHT and the residential nil-rate band. Simple, right?
Graeme Stewart, Paradigm - Following on from the Dear CEO letters to Financial Advisers 13:30:Close, Lunch and Networking
Please note, this event will be Investment focussed.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm), as he looks at the FCA’s focus and priorities for the next two years. We will also remind firms about the FCA findings and expectations around non-financial misconduct, and the resources Paradigm offers to help firms.
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Following on from the governments first budget, tax changes are forcing people to take a much closer look at their financial affairs, especially Inheritance Tax. With the proposed changes to pension pots being included for IHT and the changes to agricultural and business relief, it all means a lot more people than ever could be paying inheritance tax. We are therefore delighted to be joined by two specialists in this area who will focus their presentations on different aspects of this issue.
Matt Johnson, Key Partnerships Manager at Octopus Investments will cover all things Inheritance Tax (IHT), including the main exemptions, budget changes, simple ideas you can implement with your clients today, and will run through scenarios that may come up when looking at the RNRB.
In our second IHT session, M&G will delve into the recent changes to IHT regulations affecting pension funds. Exploring how these changes, effective from April 2027, will impact estate planning and retirement strategies and consider potential withdrawal strategies aligned to the principles of the Thematic Review. You'll gain insights into:
The new IHT rules and their implications for pension funds
Strategies for mitigating increased tax liabilities and withdrawal strategies
Practical considerations for advising clients with substantial pension wealth
Join Sol Lemoigne & Mark Chanda from Fintegrate for a practical session designed to help financial advisers streamline their processes, enhance efficiency, and deliver superior client outcomes.
They’ll demonstrate how you can significantly reduce time, cost, and complexity while maintaining a high standard of advice. Discover how to create a robust, repeatable process that increases consistency, improves compliance, and aligns seamlessly with your CIP. Plus, learn how to generate clear, meaningful reports that resonate with clients and reinforce their financial goals.
Sean Parry, Strategic Account Manager at Aviva, will be joined by a local BDM to explain all the great things the Aviva Platform can offer to you and your clients.
You will find Sean at the Aviva exhibition stand.
The Agenda is as follows:
09:00: Arrival & Registration; Tea/Coffee & Breakfast Rolls 09:30: Session One Commences:
Paul Hogarth, Tatton Asset Management - TAM & Paradigm Update
Nucleus Financial - Market Update & Exciting Developments
Fintegrate - How to optimise your financial planning & empower clients with knowledge?
Lothar Mentel, Tatton Investment Management (TIML) - Market Update 11:00: Coffee Break 11:20: Session Two Commences:
Justine Randall, TIML - Boomers or Bust: maximising the great wealth transfer
Douglas Mutch, M&G - Flight Plan for Success – Pension Income and IHT
Matt Johnson, Octopus - The Budget, IHT and the residential nil-rate band. Simple, right?
Graeme Stewart, Paradigm - Following on from the Dear CEO letters to Financial Advisers 13:30:Close, Lunch and Networking
Please note, this event will be Investment focussed.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm), as he looks at the FCA’s focus and priorities for the next two years. We will also remind firms about the FCA findings and expectations around non-financial misconduct, and the resources Paradigm offers to help firms.
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Following on from the governments first budget, tax changes are forcing people to take a much closer look at their financial affairs, especially Inheritance Tax. With the proposed changes to pension pots being included for IHT and the changes to agricultural and business relief, it all means a lot more people than ever could be paying inheritance tax. We are therefore delighted to be joined by two specialists in this area who will focus their presentations on different aspects of this issue.
Matt Johnson, Key Partnerships Manager at Octopus Investments will cover all things Inheritance Tax (IHT), including the main exemptions, budget changes, simple ideas you can implement with your clients today, and will run through scenarios that may come up when looking at the RNRB.
In our second IHT session, M&G will delve into the recent changes to IHT regulations affecting pension funds. Exploring how these changes, effective from April 2027, will impact estate planning and retirement strategies and consider potential withdrawal strategies aligned to the principles of the Thematic Review. You'll gain insights into:
The new IHT rules and their implications for pension funds
Strategies for mitigating increased tax liabilities and withdrawal strategies
Practical considerations for advising clients with substantial pension wealth
Join Sol Lemoigne & Mark Chanda from Fintegrate for a practical session designed to help financial advisers streamline their processes, enhance efficiency, and deliver superior client outcomes.
They’ll demonstrate how you can significantly reduce time, cost, and complexity while maintaining a high standard of advice. Discover how to create a robust, repeatable process that increases consistency, improves compliance, and aligns seamlessly with your CIP. Plus, learn how to generate clear, meaningful reports that resonate with clients and reinforce their financial goals.
Sean Parry, Strategic Account Manager at Aviva, will be joined by a local BDM to explain all the great things the Aviva Platform can offer to you and your clients.
You will find Sean at the Aviva exhibition stand.
The Agenda is as follows:
09:00: Arrival & Registration; Tea/Coffee & Breakfast Rolls 09:30: Session One Commences:
Paul Hogarth, Tatton Asset Management - TAM & Paradigm Update
Nucleus Financial - Market Update & Exciting Developments
Fintegrate - How to optimise your financial planning & empower clients with knowledge?
Lothar Mentel, Tatton Investment Management (TIML) - Market Update 11:00: Coffee Break 11:20: Session Two Commences:
Justine Randall, TIML - Boomers or Bust: maximising the great wealth transfer
Douglas Mutch, M&G - Flight Plan for Success – Pension Income and IHT
Matt Johnson, Octopus - The Budget, IHT and the residential nil-rate band. Simple, right?
Graeme Stewart, Paradigm - Following on from the Dear CEO letters to Financial Advisers 13:30:Close, Lunch and Networking
Please note, this event will be Investment focussed.
Supervisor Course (For Investment and Protection firms) - 1 SPACE REMAINING *
Supervisor Course (For Investment and Protection firms) - 1 SPACE REMAINING
ProtectionCompliance
Wednesday 14 May, 10.00-12.30
Online over 2 days - 14th & 15th May
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Following the success of our first two Best Practice events this year, we are incredibly excited to announce details of a very special Best Practice event in May.
At this event, and in what is a first for Paradigm, we will be joined by the FCA's Supervision Team, who will be providing a unique insight for Paradigm firms.
We are delighted to welcome Kevin Oh of the FCA's Supervision Team to Best Practice. Kevin will be sharing with you insights on the key themes the Supervision Team encounter as part of their day-to-day interaction with adviser firms.
Kevin's presentation will touch on a variety of areas, for example on-going advice and vulnerability, with Kevin providing practical and proportionate guidance in relation to the FCA's expectations of firms in these and other areas.
Additionally, the FCA will also be pleased to answer your questions as part of a Q&A session. If you have any questions you’d like to submit, please click the button below. You have until Friday, 9th May to submit any questions you would like to ask.*
Following on from the FCA's session, Graeme Stewart, Paradigm's Head of Consultancy, will present two compliance sessions. The first session will be our usual summary of the important compliance updates that Paradigm has released since our Best Practice event in March.
Graeme's second session, will concentrate on the FCA’s review of ongoing advice, as a direct result of your desire to see this subject covered at Best Practice.
Both of these compliance sessions are aimed at business owners, advisers, paraplanners, compliance and support staff to help them keep up to date with regulatory change and meet the FCA’s expectations following the publication of the ongoing advice review findings.
*Within the FCA presentation, there will be 15-minutes allocated for questions. We will therefore put forward the most popular questions submitted, for the FCA to answer.
We are thrilled to announce that we will return to Colchester again to host a Mortgage & Protection workshop. Our team is excited to revisit the area and is looking forward to catching up, sharing market insights and updates since our last event. The workshop is taking place on Tuesday 20th May, and as your dedicated Business Development Director, Neil Jackson will be your host.
Our workshops offer a unique networking opportunity, allowing you to meet and interact with our Lender & Provider partners on a personal level while discussing key issues within the current market. Registration is open from 9:30 am, with the event scheduled to begin at 10 am and end at 2 pm. Don't forget lunch is provided!
The Lenders and Providers supporting this session will be Bluestone Mortgages, UnderwriteMe, Kensington, OSB Group, Paymentshield & Metro Bank.
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 webinar will be Lloyds Banking Group, NatWest, Nationwide, Bluestone Mortgage and Pepper Money.
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 announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 Coventry Building Society, Crystal Specialist Finance, The Exeter, Pepper Money, Zephyr Homeloans & MT Finance.
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.
Fraud is an ever-evolving threat that affects businesses, individuals, and institutions worldwide. As fraudsters become more sophisticated, it is crucial to stay ahead with the latest insights, tools, and strategies to detect and prevent fraudulent activities. In this exclusive webinar, we are bringing together experts from Lloyd’s bank and as a first for Paradigm a representative from the fraud organisation CIFAS. Both have firsthand experience in identifying, investigating, and mitigating fraud.
Our guests will share real-world cases, emerging trends, and actionable solutions to help you safeguard your clients, you as an adviser/business owner and your overall business.
Whether you're a business owner, adviser, compliance officer, or based on the administration side of a mortgage or wealth business this session will equip you with valuable knowledge.
Hosted by Richard Howes and Christine Newell, this really is a first for the sector with CIFAS involved and engaged, we encourage you to take full advantage of the expertise available in this session
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Wednesday 18 June, 10.00-12.30
Online over 2 days - 18th & 19th June
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Paradigm Online: Lending with Flexibility - Mortgage
Paradigm Online: Lending with Flexibility - Mortgage
Mortgages
Tuesday 24 June, 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 webinar will be announced shortly.
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 announced shortly.
Paradigm Online: Regional Building Societies & Flexible Lending
Paradigm Online: Regional Building Societies & Flexible Lending
Mortgages
Tuesday 8 July, 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 webinar 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.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
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 webinar will be announced shortly.
Holiday Inn Southampton Eastleigh M3 Jct.13, SO50 9PG
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
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 announced shortly.
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.
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 webinar will be announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 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.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
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 announced shortly.
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 webinar will be announced shortly.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Wednesday 22 October, 10.00-12.30
Online over 2 days - 22nd & 23rd October
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
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 announced shortly.
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 webinar will be announced shortly.
Doubletree By Hilton Belfast Templepatrick, BT39 0DD
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Wednesday 19 November, 10.00-12.30
Online over 2 days - 19th & 20th November
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
Paradigm Online: The Later Life Market & Why you should/could be in it
Paradigm Online: The Later Life Market & Why you should/could be in it
Mortgages
Thursday 20 November, 10.00-10.00
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 webinar 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.
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 announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, 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 announced shortly.
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.
Supervisor Course (For Investment and Protection firms) *
Supervisor Course (For Investment and Protection firms)
ProtectionCompliance
Wednesday 10 December, 10.00-12.30
Online over 2 days - 10th & 11th December
Cost: £650 + VAT
What does the course entail?
The course follows a two-step format. First, participants receive pre-course materials designed to help them practice reviewing client interviews, assessing file reviews, and completing knowledge assessments based on their own governance arrangements (specifically, the firm’s Training & Competence plan). They will also test their understanding of SMCR in the context of their business activities.
The second part is the course itself. Conducted online via Microsoft Teams, the course spans two morning sessions (9:30 to 12:30). It includes a review of the pre-course work, discussions on key learning points, and an examination of a supervisor’s responsibilities to establish a competence and certification process for both the supervisors and the advisers they oversee.
These courses are appropriate for new supervisors as well as those who may have been in their roles for some time but have not refreshed their knowledge recently.
What does it cost?
The cost of each course, inclusive of pre-course work is £650+VAT. A second spot can be secured for an individual from the same firm at a reduced rate of £250+VAT. For firms needing a tailored course—especially those with multiple supervisors or wishing to conduct the training onsite—Paradigm is pleased to offer this for the cost of a Compliance Consultancy day.
We’d love to have you join us for one of these sessions. If you’re unsure whether the course is suitable for you or would like to talk to us about the wider compliance support available from Paradigm, please contact your dedicated Business Development Director (BDD). We provide extensive compliance and consultancy services to firms of all sizes and can tailor our support to a wide range of requirements.
* 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.
