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 L&G, National Friendly & Cirencester Friendly, Royal London & British Friendly.

As we head towards the end of the tax year, we look forward to meeting up to discuss the latest developments in our wonderful industry. We have lots to discuss and we are excited to present our Spring Forums. With interesting sessions on the future of wealth management, a look at industry papers and insight from leading UK market consultants. We really do have an exciting line up for you.

The Agenda is as follows:
09:00                     Arrival & Registration; Tea/Coffee & Bacon Rolls 
09:30 - 09:55         Paul Hogarth - TAM & Paradigm Update 
09:55 - 10:35         Lothar Mentel - Market Update
10:35 - 10:55         Justine Randall - AI Friend or Foe?
10:55 - 11:15         Mid-morning tea/coffee break  
11:15 - 11:30         Presentation from Fintegrate
11:30 - 12:00         Liontrust - SDR: Another Consumer Duty Pillar?
12:00 - 12:30         Puma Investments – Venture Capital Trusts | A New Target Market?
12:30 - 13:00         Graeme Stewart - Compliance session
13:00                     Close, Lunch and Networking

Here’s a bit more detail on what our strategic partners will cover:

Joining us for our Spring Forums is Steve Jackson, Head of Strategic Partners at Liontrust, who will discuss the FCA regulation and what this means for you in giving advice to clients on sustainable investments, how this fits in with Consumer Duty, how it impacts asset managers and the timeline for implementation. Liontrust, through its 23-year track record of Sustainable investment, will also explain how we will support advisers with information and documentation to enhance consumer understanding.

Puma Investments will discuss the current landscape in terms of private equity investing, how legislation and regulation enhances the need for understanding in this space and the opportunities for new target market.

An introduction to our new IT Strategic Partner, Fintegrate on how they can save you time and indeed money. 

Marsh Commercial has extensive experience in arranging PI insurance and strong relationships with insurers, some having more than 40 years’ experience in underwriting independent financial advisers’ risks.
If you’d like to discuss your PI needs, please feel free to visit the Marsh Commercial exhibition stand. 
 

As we head towards the end of the tax year, we look forward to meeting up to discuss the latest developments in our wonderful industry. We have lots to discuss and we are excited to present our Spring Forums. With interesting sessions on the future of wealth management, a look at industry papers and insight from leading UK market consultants. We really do have an exciting line up for you.

The Agenda is as follows:
09:00                     Arrival & Registration; Tea/Coffee & Bacon Rolls 
09:30 - 09:55         Paul Hogarth - TAM & Paradigm Update 
09:55 - 10:35         Lothar Mentel - Market Update
10:35 - 10:55         Justine Randall - AI Friend or Foe?
10:55 - 11:15         Mid-morning tea/coffee break  
11:15 - 11:30         Presentation from Fintegrate
11:30 - 12:00         Liontrust - SDR: Another Consumer Duty Pillar?
12:00 - 12:30         Puma Investments – Venture Capital Trusts | A New Target Market?
12:30 - 13:00         Graeme Stewart - Compliance session
13:00                     Close, Lunch and Networking

Here’s a bit more detail on what our strategic partners will cover:

Joining us for our Spring Forums is Steve Jackson, Head of Strategic Partners at Liontrust, who will discuss the FCA regulation and what this means for you in giving advice to clients on sustainable investments, how this fits in with Consumer Duty, how it impacts asset managers and the timeline for implementation. Liontrust, through its 23-year track record of Sustainable investment, will also explain how we will support advisers with information and documentation to enhance consumer understanding.

Puma Investments will discuss the current landscape in terms of private equity investing, how legislation and regulation enhances the need for understanding in this space and the opportunities for new target market.

An introduction to our new IT Strategic Partner, Fintegrate on how they can save you time and indeed money. 

Marsh Commercial has extensive experience in arranging PI insurance and strong relationships with insurers, some having more than 40 years’ experience in underwriting independent financial advisers’ risks.
If you’d like to discuss your PI needs, please feel free to visit the Marsh Commercial exhibition stand. 

 

Join some of the Paradigm team, including your personal area Relationship Manager Tom Hunt for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be Harpenden Building Society, Zephyr Home Loans, Fleet Mortgages, Landbay & HSBC Life.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

Join some of the Paradigm team, including your personal area Relationship Manager Neil Jackson for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be The Exeter, Fleet Mortgages, Accord Mortgages, The Loan Partnership, Skipton Building Society & Zurich.

 Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05 - 13:30: Compliance Session
13:30: 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 session will be OSB, NatWest, Lendinvest with more to be announced.

We are delighted to announce that due to your feedback and a number of requests from individuals who missed it first time, we are running a repeat Consumer Duty Reporting webinar! The same as our last event, this will focus entirely on Consumer Duty reporting.  Spaces are just £99+VAT per attendee.

Ahead of submitting your first report, some of the questions you may be asking yourself now are:

• What will the report look like?
• What are the practical aspects of the report you need to consider?
• How will you present your MI to demonstrate good outcomes?
• What does best practice look like when compiling the report?

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partner joining us for this webinar will be M&G.

Following 2 successful Breakfast Briefing events in 2023, we are delighted to be bringing these short, informative sessions back for 2024! The event will entail a concise presentation where you will learn about the origins of Business Relief, what it is and how it works with Foresight.

Join Head of Sales Development, Richard Roberts, who will discuss the Inheritance Tax landscape and its continued forecasts for growth, along with insights into recent political commentary and outlook; and what risks and opportunities this may present for your business - especially in light of Consumer Duty and requirements for delivering best outcomes for clients.

Using a series of client planning scenarios, you will learn how to identify what types of clients Business Relief may be relevant for; identifying new business opportunities; and how to begin conversations with existing clients, so as to expand your knowledge and grow your confidence in this area.

Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
 
The providers joining us for this event will be Legal & General, Zurich, AIG, Bupa & more to be announced.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 session will be Leeds Building Society, Lendinvest, Together & Skipton.

 Join some of the Paradigm team, including your personal area Relationship Manager Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be West One, The Exeter, Kensington, Accord Mortgages, OSB & MetLife.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

Join some of the Paradigm team, including your personal area Relationship Manager for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be Metro Bank, Key Group, Hodge Bank, The Loan Partnership & MetLife.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 session are Hinckley & Rugby, Stafford for Intermediaries, Leek Building Society, Buckinghamshire Building Society and Dudley 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 fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar will be announced shortly.

 Join some of the Paradigm team, including your personal area Relationship Manager Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 providers joining us for this event will be announced shortly.

Join some of the Paradigm team, including your personal area Relationship Manager Neil Jackson for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be NatWest, Nottingham Building Society, Leeds Building Society, Underwrite Me, MT Finance & MetLife.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 session will be announced shortly.
 

Join some of the Paradigm team, including your personal area Relationship Manager Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking
 

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar will be announced shortly.

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.
 
 

Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
 
The providers joining us for this event will be announced shortly.

Join some of the Paradigm team, including your personal area Relationship Managers Tom Hunt & Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking
 

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.
 
 

Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.

The lenders joining us for this session will be announced shortly.
 

Join some of the Paradigm team, including your personal area Relationship Manager Tom Hunt for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

Join some of the Paradigm team, including your personal area Relationship Manager Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 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 some of the Paradigm team, including your personal area Relationship Manager Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: 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 session will be announced shortly.

Join some of the Paradigm team, including your personal area Relationship Manager Sarah Blackwood for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

Join some of the Paradigm team, including your personal area Relationship Manager Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.
 
Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

 
 

Following fantastic feedback from you for this year’s events, we are excited to once again be hosting Paradigm’s ‘Six of the Best…Practice’ in 2024.  As always, these sessions will be presented as a series of live, online events and are designed specifically with your CPD needs firmly in mind. Once again, we will be providing focussed presentations designed to give you important updates, regulatory support and new ideas.

The Strategic Partners joining us for this webinar 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 session will be announced shortly.

Join some of the Paradigm team, including your personal area Relationship Manager Michael Brown for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking
 

Join some of the Paradigm team, including your personal area Relationship Manager Tom Hunt for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.

The Lenders and Providers supporting this session will be announced soon.

Agenda
9:30:  Arrival & Registration; Tea/Coffee & Bacon Rolls 
10:10 - 10:20: Introduction from Paradigm 
10:20 - 10:45: Platform Presentation
10:45 - 11:35: 2 x Round table sessions
11:35 - 11:50: Mid-morning tea/coffee break  
11:50 - 12:40: 2 x Round table sessions
12:40 - 13:05: Platform Presentation
13:05: Close, Lunch and Networking

A two-step approach is taken to the course. Initially, the delegate is provided with pre-course work which provides practice for delegates in reviewing client interviews, assessing file reviews, undertaking knowledge assessments based on their own governance arrangement (the firm’s Training & Competence plan) and test SMCR knowledge based on their own business activities.
 
The second step is the course itself. Held online using Microsoft Teams, and taking place over two morning sessions (9:30 to 12:30), the course entails reviewing the pre-course work, discussing any learning points taken and looking at a supervisor’s activities to determine how a competence and certification process can be put in place for both the supervisors themselves, as well as for the advisers they supervise.
 
As you would expect, the courses have been fully updated in light of the introduction of the Consumer Duty and each course is unique, dealing with current compliance themes and best practice standards.
 
The courses are suitable for both new supervisors and those who have been in the position for a period of time but who may not have topped up their knowledge and learning recently.

Firms are encouraged to follow up the course with support from the Paradigm Consultancy team. The team can assist in reviewing the actual supervisor’s work in-field when undertaking (for example) observed interviews, 1-2-1 and KPI meetings and certification/competence assessments of the advisers their supervise. We also offer a ‘check the checker’ approach for supervisors who undertake their own in-house file reviews.

What does it cost?
The cost of each course, which includes the pre-course work is £650+VAT, with a second place being made available at £250+VAT for an individual from the same firm.

Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
 
The providers joining us for this event will be announced shortly.