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
Edinburgh Mortgage and Protection workshop
Edinburgh Mortgage and Protection workshop
MortgagesProtection
Thursday 21 August, 09.30-14.00
Norton House Hotel, EH28 8LX
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. We'll also be joined by special guest, Senior Partner at McVey and Murricane, Allan Radlow. Allan will be providing a session around some important themes, in particular the recurring pain points in fees-assisted remortgages and how better communication and collaboration can improve the borrower journey for everyone involved. 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 Building Society, First2Protect, Skipton Building Society & JammJar.
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 LV GI, Vitality, LV, with additional participants to be announced.
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 Crystal Special Finance, Harpenden Building Society, Landbay, Zephyr Homeloans & JammJar.
TheParadigm Partner Forums provides you with the opportunity to hear from Our CEO, Paul Hogarth and Lothar Mentel our CFO on key industry topics and what’s going on with the markets. We also have a Compliance and Consumer Duty update from our Head of Consultancy, Graeme Stewart along with a couple of presentations from our Key strategic partners. As always, lunch will be provided, and you will get a CPD certificate afterwards.
Strategic Partners joining us for these events are Deepbridge Capital, EdenTree Investment Management, Committed Capital, Nucleus, Fintegrate & Mitigo.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
The Belfry Hotel & Resort, Sutton Coldfield, B76 9PR
TheParadigm Partner Forums provides you with the opportunity to hear from Our CEO, Paul Hogarth and Lothar Mentel our CFO on key industry topics and what’s going on with the markets. We also have a Compliance and Consumer Duty update from our Head of Consultancy, Graeme Stewart along with a couple of presentations from our Key strategic partners. As always, lunch will be provided, and you will get a CPD certificate afterwards.
Strategic Partners joining us for these events are Deepbridge Capital, EdenTree Investment Management, Committed Capital, Nucleus, Fintegrate & Mitigo.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
TheParadigm Partner Forums provides you with the opportunity to hear from Our CEO, Paul Hogarth and Lothar Mentel our CFO on key industry topics and what’s going on with the markets. We also have a Compliance and Consumer Duty update from our Head of Consultancy, Graeme Stewart along with a couple of presentations from our Key strategic partners. As always, lunch will be provided, and you will get a CPD certificate afterwards.
Strategic Partners joining us for these events are Deepbridge Capital, EdenTree Investment Management, Committed Capital, Nucleus, Fintegrate & Mitigo.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
TheParadigm Partner Forums provides you with the opportunity to hear from Our CEO, Paul Hogarth and Lothar Mentel our CFO on key industry topics and what’s going on with the markets. We also have a Compliance and Consumer Duty update from our Head of Consultancy, Graeme Stewart along with a couple of presentations from our Key strategic partners. As always, lunch will be provided, and you will get a CPD certificate afterwards.
Strategic Partners joining us for these events are Deepbridge Capital, EdenTree Investment Management, Committed Capital, Nucleus, Fintegrate & Mitigo.
Agenda to be confirmed shortly.
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 providers joining us for this event will be Leeds Building Society, Harpenden Building Society, Lloyd's Banking Group, Dudley Building Society & Smoove.
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 Leeds Building Society, Harpenden Building Society, Lloyds Banking Group, Dudley Building Society & Smoove.
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 The Loans Engine, Landbay, Buckinghamshire Building Society, Zephyr Homeloans, Together Money, Zurich & JammJar.
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 LV, Vitality & Shepherds Friendly 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 will be United Trust Bank, Keystone Property Finance, MT Finance & Zephyr Homeloans.
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 The Exeter, Zurich & Accord Mortgages 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 Harpenden Building Society, Principality & Zephyr Homeloans 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 Coventry Building Society, Saffron Building Society & Foundation Homeloans 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 West One, Guardian & HSBC Life, with more to be announced.
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 Hinckley & Rugby & Landbay with more to be announced.
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) - 1 SPACE REMAINING *
Supervisor Course (For Investment and Protection firms) - 1 SPACE REMAINING
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.
