Q2 Protect Newsletter 2023

18 SUMMER PROTECTION NEWSLETTER The Consumer Duty start date is now only just over 1 month away. Over the past 18 months, Paradigm has been communicating information and guidance and creating support material to help you be ready for this important milestone. With only 1 month now remaining, this update is a reminder of all of the support currently available, all of which has been designed with you in mind. Face to Face Support For the past 12 months, Paradigm Consulting have been busy assisting firms with implementation plans and are now assisting firms with their final preparations. Their time is in great demand and we only have a limited number of days remaining which are available to book for firms who subscribe to our compliance services. If you require hands-on, face to face bespoke assistance, then please contact enquiries@ paradigm.co.uk as soon as possible to arrange an appointment. If you are not yet a member of Paradigm Consulting, please request a call back from your dedicated Relationship Manager here. Events Join us at our upcoming events where the focus will be on Consumer Duty. We host Graeme Stewart Head of Consultancy Paradigm Consulting events face to face and virtually, all of which are designed for Wealth, Mortgage and Protection firms. You can view and register for our full range of events here. Online Support We have created a range of online support material that you can easily access, including: Consumer Duty Hub An area dedicated to all things Consumer Duty. In this on-line zone you will find commentary, guidance and support material covering all aspects of Consumer Duty, including Implementation Plans, Fair Value Assessments, Vulnerable Customers and support for Senior Managers. Paradigm ‘On-Film’ Consumer Duty Series You can access our series of dedicated Consumer Duty ‘On-Film’ Videos from this area. The videos are presented by Graeme Stewart (Head of Consultancy), Richard Howes (Director of Mortgages) and Mike Allison (Director of Protection) and provide practical examples of how a firm can comply with all the different areas of Consumer Duty. Paradigm’s CPD Academy and Test Zone With over 47,500 hours’ worth of CPD having already been recorded (that’s over 5 years!), our CPD Academy is a great place for Consumer Duty learning. The Academy has a range of Consumer Duty material available to view. In the near future, we will also be launching a Consumer Duty test on our Test Zone. If you’d like to know more about this, please don’t hesitate to get in touch. FVA Assessments Hub The 30th April deadline has now passed. To Consumer Duty Update

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