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
Paradigm Online: Lender Updates 2026
Paradigm Online: Lender Updates 2026
Mortgages
Tuesday 22 September, 10.00-12.00
Online
Ready to stay ahead of the latest changes from your key lending partners? Don't miss this must-attend mortgage webinar, bringing together five of the market's leading lenders under one roof. Get the latest updates straight from Coventry Building Society, Leeds Building Society, Harpenden Building Society, Saffron Building Society & Dudley Building Society, and walk away with the practical knowledge to place even your trickiest applications with confidence.
Some of the sessions being given are as follows:
Safron Building Society - Lee Williams, National Sales Manager at Saffron Building Society will provide an update on how Saffron for Intermediaries supports customers with more complex borrowing needs, highlighting the flexible solutions available to brokers across a changing lending market.
Dudley Building Society - In this session, Charlene Howard, Telephone BDM at Dudley Building Society will take you through what's new and what's next. Covering recent changes to Dudley's AVMs, the rollout of their new system, and the latest on their remortgage product and affordability calculator, giving you a clear picture of how each one supports the work you do with clients.
Harpenden Building Society - Sabrina Sohpal, Business Development Manager at Harpenden Building Society will be providing an update on recent developments across its lending proposition, including changes to policy and lending criteria, enhancements to the Decision in Principle (DIP) process aimed at improving the broker experience.
Best Practice is back this month, and we couldn't be more excited to bring you another session packed with insight and discussion, including an exclusive session on Artificial Intelligence from Scott Adams, Head of IT at Tatton Investment Management, which features practical guidance on how firms can harness AI with confidence.
So far this year, we've welcomed over 600 attendees across our Best Practice events, with an average feedback score of 4.5 out of 5, a real testament to the value our sessions bring to our firms. As always, this event is tailored to meet your CPD requirements, offering valuable perspective on current regulations as well as upcoming changes within the industry.
So, what do we have planned for the September Best Practice Event?
As always we will have two sessions from Graeme Stewart, Head of Consultancy, beginning with an overview of the key compliance updates Paradigm has issued since our Best Practice event in July.
In his second session Graeme will be building on our recent compliance updates and the FCA's recently published significant findings on:
Consumer Support outcome: good practices and areas for improvement
Complaints and root cause analysis: good practice and areas for improvement
To bring these areas to life, Graeme will look at the FCA's key findings that firms might want to incorporate into their own practices. These areas all play into a firm's Consumer Duty responsibilities and will help firms in the further evolution and adoption of Consumer Duty into their business.
For this event, we will also be joined by...
The financial planning landscape is evolving amid ongoing uncertainty. The 2025 Budget introducing sweeping reforms, advisers face new challenges, and opportunities, in growing and safeguarding client wealth.
Joining us for this event will be Sean Parry, Strategic Account Manager at AVIVA, who will be presenting this applied technical session, using real-world case studies to explore practical planning strategies and investment opportunities that deliver practical outcomes for clients.
He’ll examine both the technical aspects and the human side of wealth planning, equipping you to navigate change confidently and strengthen client relationships.
We're delighted to welcome Scott Adams, Head of IT at Tatton Investment Management, where he'll be exploring one of the most pressing topics in financial services today: AI. As firms across the industry rush to adopt AI tools to boost efficiency and client service, Scott will look at what's driving that shift and what firms should be thinking about as they bring AI into their day-to-day operations. Drawing on his experience leading IT strategy at Tatton, he'll share practical guidance on how firms can harness AI with confidence. Whether you're just starting to explore AI or already using it day to day, this session will give you a clearer picture of what's ahead and how to make the most of it.
Doubletree By Hilton Tower of London, 7 Pepys St, London EC3N 4AF
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Market Harborough, HSBC Mortgages, LendInvest, Accord Mortgages, Coventry Building Society & Zurich.
Some of the sessions being given are as follows: Accord Mortgages - This presentation will challenge common mortgage myths around deposit requirements, affordability and adverse credit, using real market insight and customer research to highlight the challenges facing first-time buyers. Attendees will learn how solutions such as Accord's £5,000 Deposit Mortgage, enhanced affordability options, and common-sense underwriting approach can help more customers achieve their homeownership goals.
HSBC - Corporate Account Manager, Siobhan Moran will provide an update on the economy and specifically the mortgage market and how HSBC is supporting its intermediary partners.
Market Harborough Building Society - The challenges that high net worth customers face with complicated income structures, unusual property types and complex scenarios, where MHBS can support these customers with a common sense approach.
The Coventry - The presentation will cover all key criteria changes supporting FTB, higher LTVs on New Builds, Self Employed niche along with Ltd Co BTLs and interest only.
We're delighted to announce our Midlands Forum, taking place on Tuesday 6th October 2026 at the Forest of Arden Hotel & Country Club. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.
Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.
A small taster of this event: Downing - Andrew Briard, Associate Director covers some of the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
He will use client scenarios to demonstrate the difference planning can make: comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
Andrew will explore the recent changes to Business Relief, as well as the range of available strategies in the market and the types of clients that may be suitable for each of these in light of the recent and upcoming changes.
Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.
Please note, this event will be Investment focussed.
We're delighted to announce our Yorkshire Forum, taking place on Thursday 8th October 2026 at the Aston Hall Hotel. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.
Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.
A small taster of this event: Downing - Andrew Briard, Associate Director covers some of the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
He will use client scenarios to demonstrate the difference planning can make: comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
Andrew will explore the recent changes to Business Relief, as well as the range of available strategies in the market and the types of clients that may be suitable for each of these in light of the recent and upcoming changes.
Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.
Please note, this event will be Investment focussed.
We're delighted to asnnounce our Surrey Forum, taking place on Tuesday 13th October 2026 at Pennyhill Park. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.
Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.
A small taster of this event: Downing - Andrew Briard, Associate Director covers some of the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
He will use client scenarios to demonstrate the difference planning can make: comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
Andrew will explore the recent changes to Business Relief, as well as the range of available strategies in the market and the types of clients that may be suitable for each of these in light of the recent and upcoming changes.
Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.
Please note, this event will be Investment focussed.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Lenders joining us for this webinar are TAB, LiveMore, Shawbrook Bank & Natwest, with more to be announced.
Some of the sessions being given are as follows: Livemore - An overview on how LiveMore can support borrowers at various life stages, how we assess affordability holistically and the value we add to brokers to ensure they have a good experience with us.
TML & Bluestone Mortgages - As the mortgage market continues to evolve, changing customer circumstances are creating opportunities that may not always be immediately obvious. Keith Campsie from The Mortgage Lender & Bluestone will look at the customers behind these opportunities, what the data tells us about them and how brokers can identify and support more customers who may not fit neatly into the traditional high-street mould.
We're delighted to announce our London Forum, taking place on Wednesday 14th October 2026 at the etc.venues Monument. Join us for a morning packed with valuable insights, market updates and practical knowledge from some of the industry's leading voices, all designed to support you and your clients in the months ahead.
Joining us for this event will be Tatton Investment Management, Downing, Pru (as part of M&G), Foresight, Nucleus, Time Investment, AVIVA & Wesleyan.
A small taster of this event: Downing - Andrew Briard, Associate Director covers some of the IHT fundamentals: what forms the estate, how IHT is calculated, and how the NRB and RNRB work in practice.
He will use client scenarios to demonstrate the difference planning can make: comparing the outcome for clients who take action against those who don't. These examples highlight how effective use of Business Relief can materially reduce an IHT liability and increase the value of the estate ultimately passed on to beneficiaries.
Andrew will explore the recent changes to Business Relief, as well as the range of available strategies in the market and the types of clients that may be suitable for each of these in light of the recent and upcoming changes.
Pru (as part of M&G) - Join Andy Fear, Investment Specialist, for a session that examines the evolving advisory landscape through an investment focused lens. It highlights how shifting legislation, particularly forthcoming changes to Inheritance Tax rules expected in April 2027, may influence pension assets and wider wealth transfer strategies. The session explores practical, tax efficient approaches to intergenerational planning, including the use of Gift, Loan, and Discounted Gift Trusts alongside broader estate planning structures. It also considers the role of investment based solutions such as PruFund within bond strategies, demonstrating how diversification and smoothing can help deliver long term stability for clients.
Please note, this event will be Investment focussed.
Supervisor Course (For Investment and Protection firms) FULL: RESERVE LIST AVAILABLE *
Supervisor Course (For Investment and Protection firms) FULL: RESERVE LIST AVAILABLE
ProtectionCompliance
Tuesday 20 October, 09.30-12.30
Online over 2 days - 20th & 21st October
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.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The providers joining us for this webinar will be announced shortly.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Skipton Building Society, Aldermore, Zurich, Brightstar & Coventry Building Society.
Some of the sessions being given are as follows:
Skipton Building Society - First-time buyers are vital to the home buying landscape and the lifeblood of the mortgage industry and yet, too many people in the UK struggle to afford their own home. In this session we will discuss the challenges faced by borrowers getting their foot on the first rung of the mortgage ladder and the innovation needed to allow more people to realise their dream of owning their first home.
Aldermore - This session covers three ways Aldermore helps brokers place more cases. On residential affordability, their model maximises different income types, including self employment, complex pay structures and multiple income streams, so clients can borrow what they need even up to 95% LTV. On adverse credit, also up to 95% LTV, a specialist manual approach supports historic blips, missed payments and thin credit files without stepping outside responsible lending. And on buy to let, the focus is on the harder cases many lenders shy away from: portfolio landlords, complex company structures and landlords with diversified assets.
Brightstar - The presentation will explore the seven key areas where Brightstar supports brokers: Residential, Buy-to-Let, Secured Lending, Commercial Finance, Bridging, Development Finance, and Specialist Property Insurance. It will highlight how to identify opportunities within each of these sectors and demonstrate how straightforward it is to refer clients to Brightstar’s specialist teams. By understanding these pathways, brokers can place cases they may previously have had to decline, unlocking new revenue streams and delivering better outcomes for their clients.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be OSB Group, United Trust Bank, Fleet Mortgages, West One, Underwrite Me & Guardian.
Some of the sessions being given are as follows:
OSB Group- Hayley Evans, Key Relationship Manager, talks around specialist opportunities in specialist Residential, BTL, Bridging and Commercial sectors and how (OSB group) can help provide solutions to help customers achieve their homeownership and investment aspirations – giving the brokers improved tech and digitalised edge in supporting more clients as well as strengthen and grown their own business opportunities.
Guardian - This presentation will explore Guardian's Critical Illness Essentials and how it’s ideal for clients who want quality cover at a more affordable price.
Discover what makes Critical Illness Essentials stand out.
Learn about our fast underwriting service.
Find out the key differences between Critical Illness Essentials and Critical Illness Protection.
Fleet Mortgages - This session covers the state of the buy to let market and where the next opportunities lie for brokers. It opens by sizing the BTL market and asking whether it is really in decline, then works through the regulatory backdrop, Renters Rights and the incoming Minimum Energy Efficiency Standards, and what they mean in practice for landlords. From there it looks at where growth is actually coming from: professional portfolio landlords, limited company structures, HMOs and MUFBs, refinance business and partnership transfers. It closes by setting out where Fleet Mortgages fits into that picture and how they can support brokers placing these cases.
UnderwriteMe - UnderwriteMe’s Protection Platform gives advisers a faster, clearer way to write protection business. This session will show how real time underwriting, a single question set and instant multi insurer decisions reduce friction, save time, and support more confident client conversations. Discover how the platform helps you work more efficiently and convert more protection opportunities.
Supervisor Course (For Mortgage and Protection firms) *
Supervisor Course (For Mortgage and Protection firms)
MortgagesProtectionCompliance
Tuesday 27 October, 09.30-12.30
Online over 2 days - 27th & 28th 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 webinar are Scottish Widows, Vitality & First2Protect, with more to be announced.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Lenders joining us for this webinar are Keystone Property Finance, Harpenden Building Society, Accord Mortgages & Nationwide, with more to be announced.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be OSB Group, Aldermore, Leeds Building Society, Foundation Homeloans, Aviva & First2Protect.
Join some of the Paradigm team, including your personal area Business Development Director, for a market update and to brief you on hot topics in our industry. Our workshops also provide you with a unique opportunity to meet and engage with our Lender & Provider partners on a personal level whilst discussing key issues within the current market. As always, lunch will be provided, and you will get a CPD certificate afterwards.
The Lenders and Providers supporting this session will be Accord, Coventry Building Society, Crystal, West One, Zurich & Aviva.
Join us for one of our topical webinars designed to keep you up to date on a wide variety of different product areas. These will be hosted by one of the Paradigm team, and are focussed on helping you to provide good customer outcomes, no matter the situation. As with all of our webinars, there will be an opportunity for you to put any important questions you may have to the presenter and get instant responses. As always, you will get a CPD certificate afterwards.
The Lenders joining us for this webinar are LiveMore & Key Group with more to be announced.
Join us for Paradigm's online Best Practice compliance events. These sessions will be held online, with presentations tailored specifically to meet your CPD requirements, and to provide crucial updates, regulatory guidance and fresh ideas. We will focus on compliance, with added commentary and insights being provided by selected Strategic Partners designed to further enhance your 2026 CPD journey.
In the days prior to each event, you will receive a NEW Training Needs Analysis (TNA) template for 2026. The template can be used to plan your CPD activities for the upcoming year.
The Best Practice events will offer you several hours of CPD across 2026 which will address many of your learning objectives and assist you in achieving your required annual CPD requirements.
Joining us for this event will be Welesyan & Louise Weiss, Head of Sales at Paradigm.
More information about this event will be shared 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 HSBC Mortgages, Foundation, Zurich, The Exeter & Guardian.
* 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.
