Paradigm Events

Dealing with Vulnerability under Consumer Duty

Mortgages Protection Compliance

Thursday 20 June, 10.30-12.00

Online

Cost: £99 + VAT

You're invited! Our next Essential Skills workshop webinar will focus on dealing with vulnerability under the Consumer Duty. This online event is essential for everyone in an advisory practice regardless of whether you provide investment, protection or mortgage advice.

Some of Paradigm's experts, Bob Jones (Compliance Consultant), Carmen Bews (Policy Supervisor) and Graeme Stewart (Head of Consultancy) will deliver practical support to help firms:

  • Recognise vulnerability and understand what the FCA’s expectations are in relation to vulnerability under Consumer Duty
  • Grow confidence when dealing with vulnerable clients
  • Construct the tools that you will need to deal with vulnerable clients
  • We will also show you where to find further support tools and other learning resources
As always, the session will be interactive with a number of poll questions and the opportunity to ask the panel questions. This workshop will provide a real 360 view on this important topic.

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 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.