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.
Upcoming Events
Event
LOCATION
DATE
COST
Brentwood Mortgage & Protection Workshop
Brentwood Mortgage & Protection Workshop
MortgagesProtection
Tuesday 15 September, 10.00-14.00
Holiday Inn, Brentwood, M25 Jct 28
Join some of the Paradigm team, including your personal area Business Development Director, Nicholas Delawa 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 Moda Mortgages, Pepper Money, Cambridge Building Society, Harpenden Building Society, Live More & Underwrite Me.
Some of the sessions being given are as follows: Pepper Money - Grace Bennett, Regional Development Manager will provide a full update on the current specialist lending market, highlighting the current challenges and proving relevant solutions. Pepper will emphasise how brokers can write more business and receive excellent customer service.
LiveMore - George Collins, Key Account Manager wil provide 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.
We're back! After the summer break, join us for our latest Protection Webinar, an engaging session with four of the industry's leading providers: Cirencester Friendly, Scottish Widows, Aviva and Legal & General. They'll share their view on the market and the opportunities within it, helping you add real value for your customers and write more business. Don't miss this chance to learn from some of the best in the business.
The sessions being offered are:
Cirencester Friendly - Business Development Manager, Chalmers Phin will provide an overview of what Cirencester Friendly has to offer, along with some of their claims highlights.
Scottish Widows - Jay Davis, Business Development Account Manager outlines the findings of a joint Scottish Widows and Macmillan Cancer Support report exploring how cancer prevalence is expected to change across the UK over the next 20 years and what that means for financial planning and protection conversation
AVIVA - Richard Nasyth, Market Delivery Manager introduces Aviva's enhanced High Value Protection proposition, developed to better support advisers and clients with complex protection, estate planning and inheritance tax needs. this session showcases Aviva's ambition to be the partner of choice for advisers serving High Value clients, combining specialist expertise, innovative solutions and exceptional service to meet increasingly sophisticated protection needs.
Legal & General - In this session Gareth Jones, Telephone Business Development Manager will explore how L&G is helping to simplify the protection journey through enhanced underwriting support, improved processes and a continued focus on delivering better outcomes for both advisers and clients.
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.
Supervisor Course (For Investment and Protection firms) *
Supervisor Course (For Investment and Protection firms)
ProtectionCompliance
Tuesday 20 October, 09.30-12.30
Online over 2 days - 20th & 21st 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 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 & 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.
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.
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 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 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.
