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
Autumn Forum - Yorkshire *
Autumn Forum - Yorkshire
Compliance
Tuesday 7 October, 09.30-14.00
Aston Hall Hotel, Sheffield, S26 2EE
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm).
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Deepbridge will cover why it is essential that financial advisers understand personal allowances, potential client scenarios and opportunities for utilising tax-efficient investments to provide the best advice to clients in our high tax world. They will explore why tax-efficient investments, such as Business Relief, EIS and SEIS are now critical tools for solving the challenges clients and advisers are facing.
With rising debt, soaring borrowing costs, and weak economic growth, some experts warn the UK could be on the brink of another financial crisis. Insight Strategist at Edentree Matt Parlour will explore the current state of the economy, the growing fiscal challenges, what to expect from the Autumn Budget, and whether the government has the tools to restore financial stability.
Glen Stewart, Head of Business Development, gives an introduction to Committed Capital and their evergreen EIS Fund, and HMRC Approved Knowledge-Intensive EIS Funds.
Nucleus will provide a first view of the platform roadmap ahead, showing the exciting developments to come. In addition, they’ll summarise some recent improvements that will be of benefit.
The Fintegrate team will deliver an introductory session on their new integration with FINIO, designed to help financial advisers produce real-time performance reports using money-weighted returns and live client data. They will demonstrate how to deliver a seamless, professional experience for every client while saving time and reducing inconsistencies by connecting directly to leading investment platforms.
Mitigo will be joining us to discuss cybersecurity protection for higher-risk industry sectors. Members of the Mitigo team will be available throughout the day and can be found in and around the venue. They will be happy to answer any questions you may have or provide further insight into their services.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
The Belfry Hotel & Resort, Sutton Coldfield, B76 9PR
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm).
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Deepbridge will cover why it is essential that financial advisers understand personal allowances, potential client scenarios and opportunities for utilising tax-efficient investments to provide the best advice to clients in our high tax world. They will explore why tax-efficient investments, such as Business Relief, EIS and SEIS are now critical tools for solving the challenges clients and advisers are facing.
With rising debt, soaring borrowing costs, and weak economic growth, some experts warn the UK could be on the brink of another financial crisis. Insight Strategist at Edentree Matt Parlour will explore the current state of the economy, the growing fiscal challenges, what to expect from the Autumn Budget, and whether the government has the tools to restore financial stability.
Glen Stewart, Head of Business Development, gives an introduction to Committed Capital and their evergreen EIS Fund, and HMRC Approved Knowledge-Intensive EIS Funds.
Nucleus will provide a first view of the platform roadmap ahead, showing the exciting developments to come. In addition, they’ll summarise some recent improvements that will be of benefit.
The Fintegrate team will deliver an introductory session on their new integration with FINIO, designed to help financial advisers produce real-time performance reports using money-weighted returns and live client data. They will demonstrate how to deliver a seamless, professional experience for every client while saving time and reducing inconsistencies by connecting directly to leading investment platforms.
Mitigo will be joining us to discuss cybersecurity protection for higher-risk industry sectors. Members of the Mitigo team will be available throughout the day and can be found in and around the venue. They will be happy to answer any questions you may have or provide further insight into their services.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm).
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Deepbridge will cover why it is essential that financial advisers understand personal allowances, potential client scenarios and opportunities for utilising tax-efficient investments to provide the best advice to clients in our high tax world. They will explore why tax-efficient investments, such as Business Relief, EIS and SEIS are now critical tools for solving the challenges clients and advisers are facing.
With rising debt, soaring borrowing costs, and weak economic growth, some experts warn the UK could be on the brink of another financial crisis. Insight Strategist at Edentree Matt Parlour will explore the current state of the economy, the growing fiscal challenges, what to expect from the Autumn Budget, and whether the government has the tools to restore financial stability.
Glen Stewart, Head of Business Development, gives an introduction to Committed Capital and their evergreen EIS Fund, and HMRC Approved Knowledge-Intensive EIS Funds.
Nucleus will provide a first view of the platform roadmap ahead, showing the exciting developments to come. In addition, they’ll summarise some recent improvements that will be of benefit.
The Fintegrate team will deliver an introductory session on their new integration with FINIO, designed to help financial advisers produce real-time performance reports using money-weighted returns and live client data. They will demonstrate how to deliver a seamless, professional experience for every client while saving time and reducing inconsistencies by connecting directly to leading investment platforms.
Mitigo will be joining us to discuss cybersecurity protection for higher-risk industry sectors. Members of the Mitigo team will be available throughout the day and can be found in and around the venue. They will be happy to answer any questions you may have or provide further insight into their services.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
This session will provide you with essential updates on our business and our analysis of the current industry environment. We'll also hear an investment market overview from Lothar Mentel (CIO, Tatton Investment Management Ltd) and a key compliance session from Graeme Stewart (Head of Consultancy, Paradigm).
These sessions are designed with Wealth and Investment firms in mind, and as always, CPD certificates will be provided for all attendees.
We are also pleased to welcome our strategic partners to share insights on various topics:
Deepbridge will cover why it is essential that financial advisers understand personal allowances, potential client scenarios and opportunities for utilising tax-efficient investments to provide the best advice to clients in our high tax world. They will explore why tax-efficient investments, such as Business Relief, EIS and SEIS are now critical tools for solving the challenges clients and advisers are facing.
With rising debt, soaring borrowing costs, and weak economic growth, some experts warn the UK could be on the brink of another financial crisis. Insight Strategist at Edentree Matt Parlour will explore the current state of the economy, the growing fiscal challenges, what to expect from the Autumn Budget, and whether the government has the tools to restore financial stability.
Glen Stewart, Head of Business Development, gives an introduction to Committed Capital and their evergreen EIS Fund, and HMRC Approved Knowledge-Intensive EIS Funds.
Nucleus will provide a first view of the platform roadmap ahead, showing the exciting developments to come. In addition, they’ll summarise some recent improvements that will be of benefit.
The Fintegrate team will deliver an introductory session on their new integration with FINIO, designed to help financial advisers produce real-time performance reports using money-weighted returns and live client data. They will demonstrate how to deliver a seamless, professional experience for every client while saving time and reducing inconsistencies by connecting directly to leading investment platforms.
Mitigo will be joining us to discuss cybersecurity protection for higher-risk industry sectors. Members of the Mitigo team will be available throughout the day and can be found in and around the venue. They will be happy to answer any questions you may have or provide further insight into their services.
Agenda to be confirmed shortly.
Please note, this event will be Investment focussed.
Join us for another educational and thought-provoking Protection Webinar! For this session, we're delighted to be joined by National Friendly, L&G and Scottish Widows. They will share their insights on the market and potential sales opportunities, where you can add more value for your customers and ultimately highlight how you can write more business. Don't miss out on this opportunity to learn from some of the top industry experts!
Some of the sessions being offered are:
With the launch of Nomination of Beneficiary, Business Development Account Manager Jay Davis from Scottish Widows will provide an overview of how this works.
Business Development Manager at L&G, Aran Aujla, will cover how advisers can support clients through life’s financial uncertainties. It covers how income replacement can maintain a client’s lifestyle during illness or injury, and how life and critical illness cover provide essential support for families.
National Account Manager at National Friendly, David Morris, will take a look at the offering that National Friendly has brought to market, which enables advisers to say yes to many more clients. Protection that meets a real need and offers flexibility to suit life in 2025.
Join us for our latest Mortgages Webinar and boost your CPD hours. In this session, we will keep you updated with the latest news from our panel, with representatives from Leeds Building Society, Lloyds Banking Group, Harpenden Building Society, Smoove and Dudley Building Society. They'll share the most important updates, from criteria changes to the newest products. Each lender will also discuss how they can further support you and your customers. Feel free to invite other team members, especially those involved in the application process.
Some of the sessions being given are as follows:
Business Development Manager, Kate Whelan, will provide the latest update on Leeds Building Society, covering First Time Buyer options, Reach Mortgages and New Build Mortgages.
Telephone Business Development Manager, Jean Errington, will be talking all things complex lending, covering how Harpenden Building Society evaluate self-employed applicants using the latest year’s accounts, their flexible approach to applicants in new jobs or probation. Jean will also look at solutions for First-Time Buyers and First-Time Landlords.
Strategic Partnership Manager at Smoove, Chantal Wright, will show how eConveyancer is transforming the conveyancing experience for advisers and their customers. This session will explore the platform’s key benefits, share insights from our latest Home Mover Trends Report, and introduce eConveyancer+—our newest innovation designed to enhance communication, improve transparency, and deliver a more connected, informed journey for all stakeholders.
Business Development Manager at Lloyds Baning Group, Danielle Horton, will cover Limited companies in BM Solutions and the Renters' Rights Bill.
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 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, LendInvest, The Loan Partnership and LiveMore.
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) - FULL: RESERVE LIST AVAILABLE *
Supervisor Course (For Investment and Protection firms) - FULL: RESERVE LIST AVAILABLE
ProtectionCompliance
Wednesday 10 December, 10.00-12.30
Online over 2 days - 10th & 11th December
Cost: £650 + VAT
Please note, this course is currently fully booked. To be added to the reserve list, please register.
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.
