Paradigm Consulting provides you with access to a host of industry-leading CPD events.
Upcoming Events
Event
LOCATION
DATE
COST
Forum Event - Midlands
Forum Event - Midlands
Compliance
Tuesday 6 October, 09.30-14.00
Forest of Arden Hotel & Country Club, CV7 7HR
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.
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.
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 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.
* 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.
Register
Please click here to register for any of our forthcoming events. 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.
