HLPartnership Training & Development

Training & Development Programme

Introduction At HLPartnership, we pride ourselves on giving full support and guidance to all our members. We have put together an expansive range of specialised induction and training sessions covering all facets of skills and knowledge required to run successful mortgage & protection advice firm.

Whether it’s first inductions for members starting

HLP is making significant investment in new

a new firm, training new advisers or providing additional

technology, systems improvements, and upgraded

skills & refresher courses to experienced practicing

user experiences for our members, so in parallel with

advisers, there is something for everyone amongst

this we have a range of courses to give you an overview

our comprehensive schedule.

of everything you need to know to get the best out

We are passionate in helping our members develop their core skills and have dedicated courses for

with our experts to get hands-on advice when required.

Mortgage, Family and Personal Protection as well

We’re sure you will find something of interest, please

as General Insurance. We also have a course for

take a look through the overview in this guide, and

upskilling your knowledge on the use of Trusts.

if you have any queries, please don’t hesitate to reach

Our priority is to help our members deliver Good Customer Outcomes in every scenario, so we are pleased to showcase a range of protection courses designed to equip you with the skills to handle challenging conversations with clients on protecting their lifestyle should the worst happen, with a range of training courses split across three tiers to recognise the stage you are at with your business.

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of the tools available to you, and regular Q&A sessions

out to our dedicated training team featured within these pages.

Christopher Tanner CEO, HLPartnership

Introducing the HLP Training Team Highly experienced in the world of learning & development, the HLP Training Team works closely with key industry professionals across a number of different lenders and providers to structure a range of relevant, informative and specially selected upskill sessions, designed to help advisers keep their knowledge up to date, and enabling them to become experts in their field.

Alongside this, our Training Team runs a regular set of core courses for new members and refresher courses for existing members across a wide variety of topics including technology and protection, together with more specialised areas too for those members looking to grow knowledge in certain topics.

Meet the team: Becky Baker Heading up the Training Team, Becky has over twenty years’ experience in the industry, delivering training, business development and adviser supervision to a wide variety of businesses, from start-ups to established SME’s and everything in between. Alongside this, Becky has extensive skills in the areas of people management and Later Life Lending.

Steve Fallon HLP’s Protection Development Specialist, Steve joined the Network after a long career with Legal & General, bringing a wide variety of skills to guide and assist HLP members in all aspects of protection insurances.

Hannah Turner Technology expert Hannah has a vast array of experience in utilising a range of systems to support HLP members, including 360 Dotnet, Twenty7Tec and Solution Builder, and from her days working as part of the Partner Support Team at HLP, is well versed in assisting members with all their technological needs.

Rebecca Short Rebecca’s background in Compliance with HLP, alongside previous experience in retail banking and complaints management enables her to bring a diverse range of skills & experience to the Training team to benefit our members.

Ian Pratt Ian recently joined us bringing with him a wealth of industry experience after 30+ years working within numerous Life Assurance companies.

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Our Training Programme The HLPartnership Network is built upon a foundation of solid training and knowledge sharing, equipping our members with the skills and tools to grow their expertise in the field of mortgages and protection.

We run a comprehensive range of courses designed to suit those at all levels within the industry, these pages highlight some of the key courses to consider.

Further details about scheduling can be found on our dedicated HLP Courses website, hlpcourses.co.uk. On here, you will find a regularly updated schedule to see what’s coming up, and your opportunity to book your place on the courses you wish to attend.

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Our Courses Induction Training Course (ITC) Designed for all new members to HLPartnership, the course covers all aspects of the Network, to get you up to speed with all the functions of what is required as an HLP member, how you can access the key resources available to you and give a basic grounding in Compliance and systems processes.

Administrator Induction Course Designed for new admins joining the network or new to a firm, this course covers regulation and network requirements along with financial crime and 360 systems training.

Supervision Course A face-to-face course to support businesses with the supervision of trainees into their business. The process is designed to increase trainee engagement and retention and support their journey to Competent Adviser Status.

A tailored Trainee Induction Course follows once the trainee joins their new AR. Later Life Lending (LLL) Induction Course Established for those looking for Later Life Lending permissions, following discussion with their Regional Compliance Manager. The course covers regulatory and network requirements, including expert external speakers focused on the Fact Find and the current market.

Later Life Lending (LLL) Workshop Held every 6 months, these workshops are designed to understand the wider LLL market. An opportunity to hear from providers and experts in their field and open to all authorised advisers, as well as those that want to learn more about this exciting area of expertise.

360 Office Training This session focusses on 360 Office. We demo how to use the Reports to understand MI within the business, Performance Reports and using Campaign Manager to build email templates to send out to their client bank.

There is the opportunity to ask questions as we go along and look at other requested features of 360 Office.

The session is open to all and is mandatory for all new business principals.

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Technology Q&A

Ian’s regular sessions also cover product and

Our weekly Technology Q&A sessions give you the

terminology training, looking at ‘today’s reality’ and,

chance to put your questions directly to our tech

including a full SolutionBuilder demo, plus objection

experts at HLPartnership, and get the answers to

handling, product positioning, network compliance

those burning questions you’ve always had. No

requirements and using 360 to support product sales.

question is too big or too small, too detailed or too broad – the experienced team members will do their utmost to find the solution and help ensure you’ve got all the functioning technology tools you need

Hosted by HLP’s Protection Specialist Steve Fallon, are the interactive sessions that promote best practice

to do business effectively.

in offering protection to your clients and equipping

Twenty7Tec Advanced Session

challenging conversations.

– NEW for Autumn 2022 Look out for this new course launching, designed to take you to the next steps with the Twenty7Tec

you with the skills and experience to tackle the most

In each 2-hour session, Steve shares proven ideas and tips to stimulate engaging and meaningful discussions

platform. More details to follow on HLPCourses.co.uk.

with clients around protection. Steve will look at the

Business Protection Course

protection advice process, and how you can ensure

– NEW for 2023

your client is put in an informed position, and that

Coming soon for 2023, keep an eye out on

they understand the potential consequences of

HLPCourses.co.uk for more updates.

their decisions.

HLP Introductory Protection Course

HLP Advanced Protection Course – NEW for 2023

This course is run by Ian Pratt who was recently voted

Coming soon for 2023, this course is designed to

as Legal & General’s ‘Protection Hero’, and highlights

follow on from, and build on skills developed in the

the importance of keeping your clients protected to

Intermediate Protection Course. Keep an eye out

deliver a great customer outcome every time. The

on HLPCourses.co.uk for more updates in due course.

course includes an overview of each type of protection product available and expert tuition on how to approach the topic with your clients to ensure that they are offered the correct level of protection for their individual circumstances.

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HLP Intermediate Protection Course

value that can be added during each key stage of the

Trusts Join us for a session where we partner with Legal & General to provide a full lowdown on trusts. We talk to experts at L&G to cover the basics on what a trust is, how and when trusts should be used, how to put them in place and how they can strengthen protection recommendations to keep your clients safe.

News, Product Updates & Guides from Lenders and Providers HLP partner with expert lenders & providers across the industry to bring you the latest and most notable developments in the marketplace. Keep an eye out on our online platform HLPcourses.co.uk for the latest sessions brought to you from our providers.

Buy-to-Let Masterclass Run in association with One Savings Bank (OSB) Group, our periodic ‘Masterclass’ sessions give you all you need to know about the world of Buy-to-Let. Experts Roger Morris and Jonathan Mann take you through all the key areas, with regular opportunities to ask questions and share case studies for discussion.

Alongside a 30+ year professional experience, as an active Landlord himself, Roger brings a wealth of real-world practicality to the table, this combination of experience enables almost any question to be answered during a session, with further opportunities to submit in depth questions and case studies beforehand for analysis before and during the Masterclass.

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Book your places These courses, and many more can be found on our dedicated training & development website, HLPcourses.co.uk. Simply visit the page to browse the latest listings and sign up to secure your place.