Paradigm Compliance Events

Breakfast Briefing with Foresight

Compliance

Tuesday 4 June, 09.30-10.00

Online

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.

Register for this event

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
Paradigm

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Paradigm Consulting is a Member of the Association of Professional Compliance Consultants and also the Consumer Duty Alliance.

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Paradigm House
Brooke Court, Lower Meadow Road,
Wilmslow, Cheshire SK9 3ND

0161 486 4890

Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above