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
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
Boost your CPD hours and join us for our latest Mortgages webinar. For this session, we'll be taking an in-depth look at flexible lending, and will be joined by Foundation Homeloans, Skipton Building Society, Hinckley & Rugby for Intermediaries, The Cambridge and Mansfield Building Society. Each Lender will be looking at ways they can further support you when it comes to your customers requiring flexibility when it comes to lending criteria. Feel free to invite other team members, such as those who may be involved in the application process to join.
Some of the sessions being given are as follows:
National Account Lead at Skipton Building Society, Derek Adams, will discuss the importance of being agile as a lender to adapt to the various challenges of getting onto the property ladder, and how your input has helped shape some recent enhancements to Skipton's proposition. Derek will also cover how the balance between technology and the human touch ensures that they can provide an efficient and common-sense approach to lending.
Foundation Homeloans, National Account Manager, Keith Jones, will talk through how Foundation Homeloans can use flexibility in lending decisions to support you and your clients. Keith will also look into the latest landlord trends.
Hinckley & Rugby for Intermediaries, National Account Manager, David Jackson will be giving information on the Criteria and opportunities you will look to consider H&R for Intermediaries. Also providing a run-down of the initial application process and their common-sense approach to Underwriting.
Intermediary Sales Manager at Mansfield Building Society, Tom Denman-Molloy, will focus on the society's appetite for specialist lending, including a focus on non-standard property, non-standard income and adverse credit.
Business Development Manager at The Cambridge Building Society, Duncan Turner, will discuss the Cambridge approach to lending using case studies, highlighting areas of the policy that provide you with access to a wide range of mortgages for your clients.
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 Harpenden Building Society, Saffron Building Society, Dudley Building Society & Hinckley & Rugby Building Society.
Following the unprecedented success of our May event, where we shared Best Practice with the FCA, we are excited to share details about our upcoming Best Practice event in July. As always, this event has been thoughtfully designed to meet your CPD needs and will provide valuable insights into current regulations and upcoming industry changes.
So, what do we have planned for the July Best Practice Event?
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 May.
In our second focused session, we will examine two topics suggested in previous Best Practice feedback: the use of cashflow modelling when providing advice, and the application of Artificial Intelligence (AI) tools:
Cash Flow Modelling
We will examine what the FCA says about undertaking cash flow modelling to demonstrate suitability for retirement-related advice, as well as covering Paradigm’s guidance in this area, including a review of the recent cashflow modelling changes within our file review checklists and guidance documents
Artificial Intelligence
We will briefly review the history of Artificial Intelligence, examine key FCA commentary on AI and discuss the due diligence that firms should undertake when considering the use of AI tools. Finally, we will explore the use of AI and its data protection implications.
For this event, we will also be joined by ...
Jamie Stafford, Strategic Partners Relationship Manager at Liontrust, will update advisers on the Sustainability Disclosure Requirements (SDR) and the labelling regime, highlighting trends and consumer demand for sustainable investments. The presentation will focus on regulatory guidance and best practices for advisers under the SDR, as well as providing an update on the progress made so far by asset managers in applying for SDR labels. Finally, this presentation will showcase how Liontrust can support advisers in complying with these regulations, to enhance consumer understanding, and offer clarification and solutions regarding its position under the SDR.
Conversations with clients about death and estate planning are not easy. However, working with clients to develop a plan which allows them to reduce their taxable estate, whilst maintaining control of who can benefit from their wealth going forward, can give great comfort and relief to clients, so they know that their future generations are catered for. Join Julia Peake, Technical Manager at Nucleus Financial, as she discusses how using different types of trusts throughout the financial lifecycle of a client can really add value to their holistic financial plan.
This session is open to business owners, advisers, supervisors, compliance staff, paraplanners and all other staff who fall under the Code of Conduct rules.
We're thrilled to announce our upcoming Edinburgh Mortgage & Protection workshop on Thursday 21st August! Sarah Blackwood will be hosting the event, and we're especially excited that Graeme Stewart, our Paradigm Head of Consulting, will be joining us to deliver a crucial compliance update. You won't want to miss that!
Our workshops are a fantastic opportunity to connect with our Lender & Provider partners in a relaxed and informal setting. It's a great chance to chat face-to-face about the topics that really matter in today's market, and get some valuable insights.
Registration will be open from 9:30 am, with the event starting at 10 am and wrapping up around 2 pm. Lunch is provided so you won’t go hungry!
The Lenders and Providers supporting this session will be Paymentshield, The Mortgage Lender, National Friendly, Santander, AVIVA & Coventry for Intermediaries.
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 Paragon Bank, Leeds Building Society, OSB Group & Keystone Property Finance.
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 Fleet Mortgages, West One, Harpenden Builidng Society, First2Protect & Skipton Building Society.
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 Accord Mortgages, Saffron Building Society, Bank of Ireland & MFS.
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 Fleet Mortgages, Pepper Money, OSB Group, Coventry Building Society, Positive Lending & Aviva.
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.
This session is open to business owners, advisers, supervisors, compliance staff, paraplanners and all other staff who fall under the Code of Conduct rules.
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.
This session is open to business owners, advisers, supervisors, compliance staff, paraplanners and all other staff who fall under the Code of Conduct rules.
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.
