Best Practice Event

We are pleased to announce details of our fourth Best Practice event of 2026, taking place in July. As always, this event has been tailored to meet your CPD requirements and will offer valuable insights into current regulations as well as upcoming changes within the industry.

So, what do we have planned for the July Best Practice Event?
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 May.

In our second focused session, and based on a topical issue highlighted via your previous Best Practice feedback, we will focus on protection business. The top tips, hints and best practice to create a compliant file to demonstrate suitability of advice. We will cover the services, guidance and checklists that Paradigm provides for this key area of financial advice.

For this event, we will also be joined by ...
Matt Parlour, Market Insights Strategist at Tatton Investment Management, will explore the key themes investors should consider when building diversified portfolios against a backdrop of market volatility, global trade tensions and ongoing conflict. With the UK facing sluggish growth, persistent inflation and rising unemployment. Matt will also examine whether Artificial Intelligence could be the answer to the country's productivity problem, supported by practical insights to help with your client conversations.