client payroll conference agenda

Call 020 7940 4801 Email [email protected] clientpayroll.co.uk

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NEWS&VIEWS EDITORIAL

Headline speakers

Neil EsslemontTHE PENSIONS

REGULATOR

Liz RobinsAS ROBINS

Tim ChapmanSIMPKINS EDWARDS

Helen Coulson7PLC

Stephen WillardSJW BRANDING

Mark WickershamEFFECTIVE PRICING FOR ACCOUNTANTS

Stuart HallEMPLOYER SERVICES

Richard VinceKENT COUNTY

COUNCIL

Nicki Goddard-DadyBANKS

Lisa DilleySTANDARD LIFE

Steve MoyST JAMES'S PLACE

Andy AgathangelouFRIENDS OF AE

RegulatorNeil EsslemontTHE PENSIONS REGULATOR

Third party payroll providersLiz RobinsAS ROBINS

Elona BabasiMARTRUST

Richard VinceKENT COUNTY COUNCIL

Tim ChapmanSIMPKINS EDWARDS

Rob EvansLIBERATA

Nicki Goddard-DadyBANKS BHG

Emma RenkeMIDLANDHR

IFAsSteve MoyST JAMES’S PLACE

Chris DaemsCERVELLO FINANCIAL

Tudor GriffithsZEN BENEFITS

Nigel GrantDANIEL WOLFSON

Pension providersLisa DilleySTANDARD LIFE

William FinchPEOPLE’S PENSION

Auto-enrolment expertsRichard BoltonFORTHCOM

Martin KornackiPAYROLL WORLD

Neil LagdenBOND

Julia KermodeFREELANCER & CONTRACTOR SERVICES ASSOCIATION

Andy AgathangelouCIPP FRIENDS OF AE

Frank DixonWORKPLACE ADVICE GROUP

Chris DeesonPENSIONSYNC

Sales and growth expertsStuart HallEMPLOYER SERVICES

Helen Coulson7PLC

Stephen WillardSJW BRANDING

Mark WickershamEFFECTIVE PRICING FOR ACCOUNTANTS

✓ Hear directly from the bureaux and accountants who are solvingMeet with and hear from the third party payroll providers who are overcoming the industry’s shared challenges. Understand the steps they are putting in place and take ideas back to the office.

✓ PricingAccurately price your offering so you can increase your revenues and focus on the products which are generating the most business.

✓ Auto-enrolment Understand how third party payroll providers have been using auto-enrolment to meet their clients demands as well as an effective sales tool.

✓ Increase market shareSegment your market, understand the most effective ways to reach them and tailor your products to incentivise further profits.

✓ Capacity crunch for SMEsWith the SME auto-enrolment capacity crunch looming, take away strategies and best practice procedures to help you pro-actively tackle the

administrative burden.

✓ Regulatory guidanceHear directly from The Pensions Regulator on the steps they are putting in place to help bureaux and accountants service their clients, as well as the compliance obligations to fulfil

and sanctions to avoid.

Why you should attendConfirmed speakers

Sponsors

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AUTUMN CONFERENCE

12 NOVEMBERTHE TOWER HOTEL | LONDON

Run your client’s payroll, unravel payroll complexities for your clients, gain further business and grow your offering

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SAVE £50!

BOOK BEFORE 11 SEPTEMBER

✓ Keep up-to-date with all of the latest payroll news and event updates, follow us @payrollworld #cpconf

✓ Join the discussion and question other payroll professionals by following the Payroll World (UK) group.

✓ The Pensions Regulator: Managing the SME auto-enrolment capacity crunch

✓ How payroll bureaux and accountants will save auto-enrolment

Servicing Your Clients✓ Auto-enrolment: Servicing smaller companies

and meeting capacity crunch

✓ Auto-enrolment: Helping your clients choose a provider

✓ Ongoing impact of the holiday pay ruling

✓ Auto-enrolment: Communication to the employer and employee

✓ Meeting the auto-enrolment challenges for small and micro employers

✓ Preparing yourself for auto-enrolment

Growing Your Business✓ Building a lasting client relationship

✓ Using your auto-enrolment proposition to generate business

✓ Putting in place a growth strategy for your overall business

✓ Pricing

✓ Software efficiencies to grow your business

✓ Six stages of preparation for starting a payroll bureau

Who should attend

➜ Client Payroll Managers➜ Client Payroll Administrators➜ Practice Managers➜ Accountants➜ Pension Providers➜ Software and Automation Specialists➜ Payroll Managers➜ Payroll Administrators➜ Bureau Managers➜ Director➜ Payroll Supervisors➜ HR Managers➜ Employment Tax Partners➜ Finance Managers➜ Finance Directors➜ Technical Payroll Services Managers➜ Strategic Payroll and Pensions Managers➜ Outsourcing Manager➜ The wider HR and finance community

Meet your operational demands and increase your revenues

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Headline sponsor

The Payroll World Awards ceremony made its debut in 2011. It honours the accomplishments of payroll, HR and finance professionals at an exclusive, glittering ceremony.

The prestigious London-based awards offer outstanding branding and sponsorship opportunities; including months of publicity through advertising and editorial coverage in the Payroll World magazine, on the Awards website and associated products, as well as at the exclusive event itself.

The industry’s leading Independent payroll awards

Contact [email protected] / 020 7940 4801 for further information

CONFERENCE PROGRAMME

Chair:Andy AgathangelouFounding ChairmanCIPP FRIENDS OF AE

09:05 Welcome address

09:15 The Pensions Regulator: Managing the SME auto-enrolment capacity crunch ✚ Are SMEs getting the message? ✚ How third party payroll providers can manage their clientís requirements ✚ Simplifying steps to meet the admin burden ✚ Compliance obligations you need to be aware of

Neil Esslemont Head of Industry Liaison; Auto-Enrolment THE PENSIONS REGULATOR

10:00 How payroll bureaux and accountants will save auto-enrolment ✚ Issues that bureaux and accountants will have with auto-enrolment going forwards ✚ Assessing the perceived lack of providers ✚ Understanding the timings ✚ Growing your business with auto-enrolment · How advisors are growing business following the RDR ✚ Scheme choice

This session is available for leading auto-enrolment experts with experience in processing client payrolls. If you wish to share your expertise please contact us on [email protected] or +44 (0) 20 7940 4801.

10.40 Networking, exhibition and refreshment break

PLENARY

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SERVICING YOUR CLIENTS GROWING YOUR BUSINESS

11:05 Auto-enrolment: Servicing smaller companies and meeting capacity crunch

✚ Understanding the differing needs of a small employer ✚ The extent bureaux are expected to make decisions for

small businesses ✚ The level of interest in the finer details of

auto-enrolment from small employers ✚ Focusing the core proposition around

managing cost and remaining compliant ✚ Shaping a default menu of options to

service smaller clients

Panellists

Tim Chapman Liz Robins Payroll Manager Director SIMPKINS EDWARDS AS ROBINS

Tudor Griffiths Director ZEN BENEFITS

11:45 Auto-enrolment: Helping your clients choose a provider

✚ Providing choice which fits into existing payroll processes without partnering with one provider

✚ What is a pension for? •Howanti-agediscriminationlawsarenegatingtheuse

of pensions to manage employees out of the business ✚ Clarifying when a bureau and employer would be

offering financial advice ✚ Whether it is safe for an employer to just take

the pension recommended by the bureau ✚ Making the client aware of their obligations and

penalties from the regulator

Panellists

Chris Daems Lisa Dilley Director Head, SME Auto-Enrolment CERVELLO FINANCE STANDARD LIFE

Steve Moy Frank Dixon Wealth Management Director Consultant WORKPLACE ADVICE ST JAMES'S PLACE GROUP

11:05 Building a lasting client relationship ✚ Ensuring you get to know your customer ✚ Creating a personal relationship with clients ✚ Understanding the cultural differences when

dealing with international payroll ✚ Using this as a base to understand the

clientís further needs ✚ Benefiting from a closer relationship to work

proactively with the client should a problem arise

Panellists

Rob Evans Elona Babasi Payroll Business Account Manager Development Specialist MARTRUST

LIBERATA

11:45 Using your auto-enrolment proposition to generate business

✚ Understanding what clients look for ✚ Knowing which services to include in your offering ✚ Identifying efficiencies within the process to save

time and money ✚ Setting correct pricing levels for your product ✚ Outlining the benefits of using multiple

pension providers ✚ Scheduling staging dates for multiple clients

Richard Bolton Managing Director FORTHCOM

12:25 Lunch, networking and exhibition break

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12:25 Lunch, networking and exhibition break

13:35 Ongoing impact of the holiday pay ruling

✚ Understanding the cost to the employer ✚ Interpreting the definition of working time ✚ The potential liabilities involved ✚ Gauging the increased admin for the bureau ✚ The impact upon the employee

Panellists

Representative Emma Renke TBC Employment Law KPMG Consultant MIDLANDHR

Julia Kermode CEO FREELANCER & CONTRACTOR SERVICES ASSOCIATION

14:15 Auto-enrolment: Communication to the employer and employee

✚ Imparting the importance of deadlines to your clients ✚ Ensuring your employees engage with auto-enrolment ✚ Outlining who is responsible for providing the correct

message between the pension provider, payroll provider and employer

✚ Success stories and pitfalls with employee engagement techniques

✚ Potential for collaborating with other departments ✚ Innovation within employee communication: •Feasibilityofusingtextmessages •Successofusingtheintranet

Panellists:

Nicki Goddard-Dady PHRS Payroll Manager BANKS BHG

14:55 Networking, exhibition and refreshment break

13:35 Putting in place a growth strategy for your overall business

✚ Scaling up your offering ✚ Understanding which ways a business skill

set and experience can be monetised ✚ Prioritising the products with enhanced margins ✚ Identifying and freeing up resource for strategic

clients ✚ When to drop and turn away clients ✚ Defining your future market position ✚ Collaborating with further providers ✚ Outsourcing your offering and collaborating

with other providers ✚ Deciding on the what business you want to be ✚ Improving your workflow and scheduling work

Panellists

Richard Vince Helen Coulson Professional Services Manager Director KENT COUNTY COUNCIL 7PLC

Stephen Willard Nigel Grant Director – Brand Strategy Client Services SJW BRANDING DANIEL WOLFSON

14:15 Shaping your auto-enrolment product for the market

✚ Turning auto-enrolment from a tax on your client to an investment in your clientís business

✚ Mitigating the costs to the employer ✚ Scaling up your existing bureau offering ✚ Charging and pricing: Understanding your

service levels •Don'toverpriceandriskyourclientsgoing

back to the market •Don'tundercharge ✚ Understandingthebureaux'responsibilities ✚ Thepracticalitiesofthebureaux'day-to-dayrole ✚ Allocating time with each client ✚ Preparing a default menu of options

14:55 Networking, exhibition and refreshment break

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15:25 Meeting the auto-enrolment challenges for small and micro employers

✚ How can payroll service providers help small and micro employers to meet their auto-enrolment challenges?

✚ Helping your clients understand and comply with the regulations

✚ Presenting The Peopleís Pension solution ✚ How we work with bureaux and accountants

and your opportunities ✚ How you can build an auto-enrolment service

proposition to meet your clientsí needs

William Finch Payroll Intermediary Manager PEOPLE'S PENSION

16:00 Preparing yourself for auto-enrolment ✚ Steps bureaux need to take prior to staging ✚ Catering for all sizes of employers ✚ Operating if not pension is already in place ✚ Understanding where the efficiencies lie ✚ Working to maintain flexibility of pay dates ✚ Ease of managing multiple clients

This session is available for leading pension providers. If you wish to share your expertise please contact us on [email protected] or +44 (0) 20 7940 4801.

16:30 Close of conference, followed by:

15:25 Software efficiencies to grow your business

✚ Understanding the viable solutions currently on the market

This session is available for leading payroll software providers with experience in processing client payrolls. If you wish to share your expertise please contact us on [email protected] or +44 (0) 20 7940 4801.

16:00 Six stages of preparation for starting a payroll bureau

✚ Gauging your experience in selling, implementation, processing and finance

✚ Ensuring you meet the operational requirements ✚ Clarifying your legal obligations ✚ Planning your sales and market strategy ✚ Putting the right software in place ✚ Making the final preparations

Stuart Hall Managing Director EMPLOYER SERVICES

16:30 Close of conference, followed by: Payroll World Awards

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What people have said about the Client Payroll Conference

“In the year when nearly 1.3 million small businesses will be starting to stage, I’m looking forward to benchmarking my readiness against fellow professionals and learning how to further turn this particular nightmare for many into a fabulous opportunity for our organisation”

Liz Robins, AS Robins

“People rarely understand the differences between running payrolls for other companies and running your own, some significant other subtle. A day dedicated to exactly those issues faced? Just what we’ve needed for a long time, see you there!”

Neil Lagden, Bond International Software

client payroll conference agenda

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