The sessions being offered are:

Some of the sessions being given are as follows:

Best Practice is back this month, and we couldn't be more excited to bring you another session packed with insight and discussion, including an exclusive session on Artificial Intelligence from Scott Adams, Head of IT at Tatton Investment Management, which features practical guidance on how firms can harness AI with confidence.

So far this year, we've welcomed over 600 attendees across our Best Practice events, with an average feedback score of 4.5 out of 5, a real testament to the value our sessions bring to our firms. As always, this event is tailored to meet your CPD requirements, offering valuable perspective on current regulations as well as upcoming changes within the industry.

So, what do we have planned for the September Best Practice Event?
As always we will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in July.
   
In his second session Graeme will be building on our recent compliance updates and the FCA's recently published significant findings on:

• Consumer Support outcome: good practices and areas for improvement
• Complaints and root cause analysis: good practice and areas for improvement

To bring these areas to life, Graeme will look at the FCA's key findings that firms might want to incorporate into their own practices. These areas all play into a firm's Consumer Duty responsibilities and will help firms in the further evolution and adoption of Consumer Duty into their business.

For this event, we will also be joined by...
The financial planning landscape is evolving amid ongoing uncertainty. The 2025 Budget introducing sweeping reforms, advisers face new challenges, and opportunities, in growing and safeguarding client wealth.
Joining us for this event will be Sean Parry, Strategic Account Manager at AVIVA, who will be presenting this applied technical session, using real-world case studies to explore practical planning strategies and investment opportunities that deliver practical outcomes for clients.
He’ll examine both the technical aspects and the human side of wealth planning, equipping you to navigate change confidently and strengthen client relationships.

We're delighted to welcome Scott Adams, Head of IT at Tatton Investment Management, where he'll be exploring one of the most pressing topics in financial services today: AI. As firms across the industry rush to adopt AI tools to boost efficiency and client service, Scott will look at what's driving that shift and what firms should be thinking about as they bring AI into their day-to-day operations. Drawing on his experience leading IT strategy at Tatton, he'll share practical guidance on how firms can harness AI with confidence. Whether you're just starting to explore AI or already using it day to day, this session will give you a clearer picture of what's ahead and how to make the most of it.

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 Market Harborough, HSBC Mortgages, LendInvest, Accord Mortgages, Coventry Building Society & Zurich.

Some of the sessions being given are as follows:
Accord Mortgages - This presentation will challenge common mortgage myths around deposit requirements, affordability and adverse credit, using real market insight and customer research to highlight the challenges facing first-time buyers. Attendees will learn how solutions such as Accord's £5,000 Deposit Mortgage, enhanced affordability options, and common-sense underwriting approach can help more customers achieve their homeownership goals.

HSBC - Corporate Account Manager, Siobhan Moran will provide an update on the economy and specifically the mortgage market and how HSBC is supporting its intermediary partners.

Market Harborough Building Society - The challenges that high net worth customers face with complicated income structures, unusual property types and complex scenarios, where MHBS can support these customers with a common sense approach. 

The Coventry - The presentation will cover all key criteria changes supporting FTB, higher LTVs on New Builds, Self Employed niche along with Ltd Co BTLs and interest only.

Agenda (TBC)
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:00 - 10:10: Introduction from Paradigm 
10:10 - 10:35: Platform Presentation
10:35 - 11:25: 2 x Round table sessions
11:25 - 11:40: Mid-morning tea/coffee break  
11:40 - 12:30: 2 x Round table sessions
12:30 - 12:55: Platform session
13:00: Close, Lunch and Networking

We're delighted to announce our Midlands Forum, taking place on Tuesday 6th October 2026 at the Forest of Arden Hotel & Country Club. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.

Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.

A small taster of this event:
Downing - Andrew Briard, Associate Director covers the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
From April 2027, most unused pension funds will form part of a client's estate for IHT purposes. For many families who've never had to think about IHT before, this single change brings them into scope and increases the bill for those already exposed.
We will explore a range of common planning strategies to reduce clients' exposure to IHT, including Business Relief specifically.
We will use client scenarios to demonstrate the difference planning can make, comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
We’ll be sharing the full agenda and further details shortly. 

Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.

Please note, this event will be Investment focussed.

We're delighted to announce our Yorkshire Forum, taking place on Thursday 8th October 2026 at the Aston Hall Hotel. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.

Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.

A small taster of this event:
Downing - Andrew Briard, Associate Director covers the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
From April 2027, most unused pension funds will form part of a client's estate for IHT purposes. For many families who've never had to think about IHT before, this single change brings them into scope and increases the bill for those already exposed.
We will explore a range of common planning strategies to reduce clients' exposure to IHT, including Business Relief specifically.
We will use client scenarios to demonstrate the difference planning can make, comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
We’ll be sharing the full agenda and further details shortly. 

Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.

Please note, this event will be Investment focussed.

We're delighted to asnnounce our Surrey Forum, taking place on Tuesday 13th October 2026 at Pennyhill Park. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.

Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.

A small taster of this event:
Downing - Andrew Briard, Associate Director covers the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
From April 2027, most unused pension funds will form part of a client's estate for IHT purposes. For many families who've never had to think about IHT before, this single change brings them into scope and increases the bill for those already exposed.
We will explore a range of common planning strategies to reduce clients' exposure to IHT, including Business Relief specifically.
We will use client scenarios to demonstrate the difference planning can make, comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
We’ll be sharing the full agenda and further details shortly. 

Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.

Please note, this event will be Investment focussed.

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 TAB, LiveMore, Shawbrook Bank & Natwest, with more to be announced.

We're delighted to announce our London Forum, taking place on Wednesday 14th October 2026 at the etc.venues Monument. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.

Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.

A small taster of this event:
Downing - Andrew Briard, Associate Director covers the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
From April 2027, most unused pension funds will form part of a client's estate for IHT purposes. For many families who've never had to think about IHT before, this single change brings them into scope and increases the bill for those already exposed.
We will explore a range of common planning strategies to reduce clients' exposure to IHT, including Business Relief specifically.
We will use client scenarios to demonstrate the difference planning can make, comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
We’ll be sharing the full agenda and further details shortly. 

Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.

Please note, this event will be Investment focussed.

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 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 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 Skipton Building Society, Aldermore, Zurich & Coventry Building Society.

Some of the sessions being given are as follows:
Skipton Building Society - First-time buyers are vital to the home buying landscape and the lifeblood of the mortgage industry and yet, too many people in the UK struggle to afford their own home. In this session we will discuss the challenges faced by borrowers getting their foot on the first rung of the mortgage ladder and the innovation needed to allow more people to realise their dream of owning their first home.

Aldermore - This session covers three ways Aldermore helps brokers place more cases. On residential affordability, their model maximises different income types, including self employment, complex pay structures and multiple income streams, so clients can borrow what they need even up to 95% LTV. On adverse credit, also up to 95% LTV, a specialist manual approach supports historic blips, missed payments and thin credit files without stepping outside responsible lending. And on buy to let, the focus is on the harder cases many lenders shy away from: portfolio landlords, complex company structures and landlords with diversified assets.

Agenda (TBC)
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:00 - 10:10: Introduction from Paradigm 
10:10 - 10:35: Platform Presentation
10:35 - 11:25: 2 x Round table sessions
11:25 - 11:40: Mid-morning tea/coffee break  
11:40 - 12:30: 2 x Round table sessions
12:30 - 12:55: Platform session
13:00: Close, Lunch and Networking

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, United Trust Bank, Fleet Mortgages, West One, Underwrite Me & Guardian.

Some of the sessions being given are as follows:
OSB Group- Hayley Evans, Key Relationship Manager, talks around specialist opportunities in specialist Residential, BTL, Bridging and Commercial sectors and how (OSB group) can help provide solutions to help customers achieve their homeownership and investment aspirations – giving the brokers improved tech and digitalised edge in supporting more clients as well as strengthen and grown their own business opportunities.

Guardian - This presentation will explore Guardian's Critical Illness Essentials and how it’s ideal for clients who want quality cover at a more affordable price.

• Discover what makes Critical Illness Essentials stand out.
• Learn about our fast underwriting service.
• Find out the key differences between Critical Illness Essentials and Critical Illness Protection. 

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 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 webinar are Scottish Widows, Vitality & First2Protect, with more to be announced.

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 Keystone Property Finance, Harpenden Building Society, Accord Mortgages & Nationwide, with more to be announced.
 

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.

Agenda (TBC)
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:00 - 10:10: Introduction from Paradigm 
10:10 - 10:35: Platform Presentation
10:35 - 11:25: 2 x Round table sessions
11:25 - 11:40: Mid-morning tea/coffee break  
11:40 - 12:30: 2 x Round table sessions
12:30 - 12:55: Platform session
13:00: Close, Lunch and Networking

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.

Agenda (TBC)
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:00 - 10:10: Introduction from Paradigm 
10:10 - 10:35: Platform Presentation
10:35 - 11:25: 2 x Round table sessions
11:25 - 11:40: Mid-morning tea/coffee break  
11:40 - 12:30: 2 x Round table sessions
12:30 - 12:55: Platform session
13:00: Close, Lunch and Networking

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.

Join us for Paradigm's online Best Practice compliance events. 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 2026 CPD journey.

 In the days prior to each event, you will receive a NEW Training Needs Analysis (TNA) template for 2026. The template can be used to plan your CPD activities for the upcoming year.

The Best Practice events will offer you several hours of CPD across 2026 which will address many of your learning objectives and assist you in achieving your required annual CPD 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 HSBC Mortgages, Foundation, Zurich, The Exeter & Guardian.

Agenda (TBC)
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:00 - 10:10: Introduction from Paradigm 
10:10 - 10:35: Platform Presentation
10:35 - 11:25: 2 x Round table sessions
11:25 - 11:40: Mid-morning tea/coffee break  
11:40 - 12:30: 2 x Round table sessions
12:30 - 12:55: Platform session
13:00: Close, Lunch and Networking