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.
We are delighted to announce that due to your feedback and a number of requests from individuals who missed it first time, we are running a repeat Consumer Duty Reporting webinar! The same as our last event, this will focus entirely on Consumer Duty reporting. Spaces are just £99+VAT per attendee.
Ahead of submitting your first report, some of the questions you may be asking yourself now are:
What will the report look like?
What are the practical aspects of the report you need to consider?
How will you present your MI to demonstrate good outcomes?
What does best practice look like when compiling the report?
All of the above (and more) will be covered at the workshop. We encourage all firms to consider whether they are ready to submit their first report, and if not, book a space on this session to avoid leaving it to the last minute. We’ll also cover the ''Not once and done'' speech from FCA Director of Cross Cutting Policy and Strategy, Nisha Arora.
If you missed the first event and your firm is not yet ready to submit the first report, please do register for your spot.
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 Legal & General, Zurich, AIG, Bupa & Unum.
Join some of the Paradigm team, including your personal area Relationship Manager 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 West One, The Exeter, Kensington, Accord Mortgages, OSB & MetLife.
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.
Village Hotel Watford, Centennial Park, Centennial Avenue, Elstree, Borehamwood WD6 3SL
Join some of the Paradigm team, including your personal area Relationship Manager 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 Metro Bank, Key Group, Hodge Bank, The Loan Partnership & MetLife.
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 Relationship Manager 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 NatWest, LV GI, Cirencester Friendly, Coventry Building Society, Kensington Building Society & MetLife.
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 Relationship Manager 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 NatWest, Nottingham Building Society, Leeds Building Society, Underwrite Me, MT Finance & MetLife.
Village Hotel Maidstone,Castle View, Forstal Road ME14 3AQ
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Supervisor Course (For Investment and Protection firms) *
Supervisor Course (For Investment and Protection firms)
ProtectionCompliance
Wednesday 25 September, 10.00-12.30
Online over 2 days - 25th & 26th September
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.
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 Relationship Managers Tom Hunt & 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 announced soon.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Wednesday 2 October, 10.00-12.30
Online over 2 days - 2nd & 3rd October
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.
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
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 Relationship Manager 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 announced soon.
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Holiday Inn Brentwood M25 J28, Brook St, Brentwood CM14 5NF
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Join some of the Paradigm team, including your personal area Relationship Manager 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 announced soon.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
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.
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.
* 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.