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
Paradigm Online: Protection
Paradigm Online: Protection
Protection
Thursday 5 November, 10.30-12.30
Online
Join us for our final Protection webinar of 2026! We’ve pulled together a fantastic line up with some of our industry leading partners: Scottish Widows, First2Protect, Vitality, iPipeline and Unisure. We’ll be looking ahead to 2027, whilst also discussing the current protection market and showing where the opportunities are, helping you add real value for your clients and grow your business. It’s your last chance this year to learn from some of the best in the business, so book your place today.
Some of the sessions being offered are: First2Protect - Lee Denton, Head of Business Development at First2Protect, will discuss the current insurance market, focusing on how the hardening of home insurance in recent years has created unexpected challenges for consumers and brokers alike. He will explain how First2Protect’s experienced referral service is helping to resolve these challenges, adding value for clients and supporting brokers in meeting their Consumer Duty obligations.
iPipeline - In this session, Bobby Owen, Customer Success Manager will explore how Advanced Underwriting helps advisers identify potential underwriting considerations earlier in the advice process, providing greater certainty around client eligibility and provider suitability before an application is submitted.
Scottish Widows - Building on the success of the Business Protection Report we published earlier this year, Jay Davis, Business Development Account Manager at Scottish Widows, will explore the significant opportunity the business protection market offers advisers. The session will cover how to identify opportunities, engage clients with confidence, and match their needs to the right Scottish Widows protection solutions.
Unisure - Join Unisure for an introduction to its UK Group Life proposition, designed to provide straightforward financial protection alongside practical health and wellbeing support. Kier Saunders, Head of Group Risk Sales will explore the core cover, the types of schemes Unisure can support, its underwriting and trust options, and the optional Square Health services available to employees and their families. Brokers will also learn how to request quotations and begin working with Unisure.
For our latest Mortgage webinar, we’ll be taking a deeper look at the Buy to Let Market and how to navigate this ever-changing landscape. For this session we’ll be joined by Keystone Property Finance, Harpenden Building Society, Accord Mortgages and Nationwide who will share their latest criteria changes, newest products and how they can help you and your landlord clients.
Some of the sessions being given are as follows: Keystone Property Finance - In this session, Senior Business Development Manager Mark Hindmarsh will explore the current trends shaping the buy to let market and share his expectations for what will shape the rest of the year. Mark will also discuss the evolving landscape, highlighting emerging opportunities and key considerations to support you and your clients.
Accord Mortgages - In this session, Angelika Christian, Strategic Partnership & Propositions Manager will explore the current state of the Buy to Let market, challenge some of the common myths surrounding landlord lending, and highlight where the strongest opportunities exist for you and your clients.
Nationwide - James Sanders, Senior Product Manager at Nationwide will provide an overview of current trends in the market, coupled with a view of how they believe the market may evolve in years to come.
Harpenden Building Society - James Tuck, Business Development Manager at Harpenden Building Society will be discussing Harpenden’s approach to BTL and Holiday let including the benefits of topslicing and the quirky properties which can be accepted. James will also be covering the specialist areas which Harpenden BS can support brokers with, including limited company and expat.
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 OSB Group, Aldermore, Leeds Building Society, Foundation Homeloans, Aviva & First2Protect.
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 Accord, Coventry Building Society, Crystal, West One, Zurich & Aviva.
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 are LiveMore & Key Group with more to be announced.
As 2026 draws to a close, there’s still time to make the most of your CPD year. We’re delighted to share the details of our final Best Practice event of the year, taking place this November. Designed around your CPD requirements, it’s a great opportunity to get up to speed on the latest regulation and the changes on the horizon for our industry.
So, what do we have planned for the November Best Practice Event?
David Ryder, Head of Proposition, will open the webinar with an overview of the key compliance updates Paradigm has issued since our last Best Practice event in September.
We'll then be joined by John Steele, Regional Sales Manager at Wesleyan, who will explore how market conditions affect investor behaviour, the psychology behind investment decisions, and how advisers can help clients remain focused on their medium to long-term outcomes. John will consider how economic; geopolitical and market news can influence investor behaviour and create barriers to investing. In particular, we will explore:
Why different clients respond differently to the same market conditions
How enduring personality traits interact with changing circumstances
How advisers can adapt conversations to support better client decision-making
Why a more consistent investment profile may help clients remain invested
After a quick break, David will look at how a solid compliance foundation can put a business in a strong position to maximise its true value. As firms look to scale, attract and retain advisers, and strengthen client relationships, the decisions they make today will shape the future value, transferability and appeal of their business. Using Paradigm’s ‘The Agency’ as a framework, David will share practical insight into how embedding the right compliance approach, and taking the necessary steps early, can help firms get the most value from their business when the time comes.
To round off the webinar, David will build on Graeme’s session in September by going through the key findings the FCA has recently published on products and services, price and value, and outcomes monitoring. He’ll highlight where the FCA saw good practice and where it found room for improvement, and explain how firms can adopt the good practice and avoid the issues the FCA flagged.
We’re pleased to be returning to Exeter for our Mortgage & Protection workshop on Tuesday 1st December. It’s always a pleasure to visit the area, and we’re looking forward to catching up with you and sharing the latest market insights and updates since we were last there.
Tom Hunt will be your hoston the day as Commercial Director, alongside Ashley Fish, who recently joined us as Business Development Director.
The Lenders and Providers supporting this session will be The Loan Partnership, Zurich, Guardian, The Exeter, Foundation & HSBC Mortgages.
* 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.
