The Right Mortgage launches new club and forum initiatives

The Right Mortgage & Protection Network has introduced two new member firm initiatives and outlined plans to deepen peer engagement in the year ahead.

The network has launched a Platinum Club and Business Risk Forum – two targeted offerings intended to reinforce support for member firms.

The Platinum Club is a rewards initiative created to acknowledge top-performing firms. Members of the Club will be invited to attend a special celebratory event in September, recognising exceptional achievements and overall contribution to the network.

To complement this, TRM is also launching a new Business Risk Forum to support firm principals in navigating broader business risks beyond regulatory compliance.

Led by TRM’s head of regulatory training, Aidan McCarthy, the forum aims to address the operational and strategic risks facing advisory firms and help them build stronger, future-ready businesses with long-term sustainability in mind.

These initiatives join a series of ongoing engagement activities designed to support firm development and peer collaboration.

The network’s Peer Group Meetings continue to provide AR principals with a platform to share ideas with peers, while also gaining support from industry professionals. These sessions are aimed at principals actively looking to scale and who value the opportunity to collaborate closely with their peers and the national account manager team.

In addition, TRM will host a Senior Business Leaders Dinner this August at Hakkasan Mayfair, bringing together a wider group of top-performing firms in an informal setting to celebrate their successes and exchange ideas.

Ben Allen, managing director at The Right Mortgage & Protection Network, commented: “These latest firm-focused initiatives form part of our broader mission to help firms grow sustainably, manage their evolving risks, and to feel truly recognised for the success they are achieving with The Right Mortgage. Our new Platinum Club will celebrate excellence and commitment, while the Business Risk Forum is about providing guidance and foresight to those shaping their businesses for the future.

“By creating more targeted and meaningful interactions, whether through our regional Peer Group Meetings or at exclusive events like the Senior Leaders Dinner, we’re working to make sure every firm, no matter their size, feels supported, valued, and inspired to keep moving forward with TRM here to help and support them at every stage of their development.”