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

Transcription

1 19 MARCH HOTEL RUSSELL LONDON Run your client s payroll, unravel payroll complexities for your clients, gain further business and grow your offering Headline speakers Liz Robins AS ROBINS Tim Chapman SIMPKINS EDWARDS Chris Faulkner GRANT THORNTON Laurence Sargent SARGENT-DISC Pauline Geldard RHP Nick Saul BACHMANN HR Lisa Dilley STANDARD LIFE Brian Gabriel AVIVA Andy Agathangelou CIPP FRIENDS OF AE Jeremy Levene CERIDIAN Malcolm Small INSTITUTE OF DIRECTORS Your complete speaker line-up Why you should attend Regulators and Government Bodies Neil Wilson Associations Malcolm Small INSITITUTE OF DIRECTORS Colette Best ASSOCIATION OF BRITISH INSURERS Andy Agathangelou CIPP FRIENDS OF AE Payroll Managers and Bureaux Pauline Geldard RHP Laurence Sargent SARGENT-DISC Nick Saul BACHMANN HR Liz Robins AS ROBINS Payroll Software and Automation Experts Simon Rawlinson EQUINITI INTERNATIONAL PAYMENTS Neil Lagden BOND Jeremy Levene CERIDIAN Howard Hoddell STAR PLC Accountants Kiley Boakes DELOITTE Caroline Laffey KPMG Steven Fraser ANDERSON ANDERSON & BROWN Chris Faulkner Tim Chapman SIMPKINS EDWARDS Brian Stenhouse ARMSTRONG WATSON Anju Puri Pensions Providers and Financial Advisers Lisa Dilley STANDARD LIFE Brian Gabriel AVIVA Alan Morahan PUNTER SOUTHALL Adrian Lamb BLAKE MORGAN Nigel Vosper MHA MACINTYRE HUDSON WEALTH MANAGEMENT Chris Daems PRINCIPAL IFAS Huw Davies BAIGRIE DAVIES Payroll and Marketing Experts Martin Kornacki PAYROLL WORLD Robert Craven DIRECTORS CENTRE Paul Chapman AZURE PARTNERS Understand the processes that make client payroll profitable Understand how bureaux and accountants have been servicing their clients with strategies for tasks such as auto-enrolment and holiday pay Grow your business and increase revenues Benefit from case studies of how local, regional and national bureaux have successfully marketed their services, gained new clients and increased their revenues Auto-enrolment for SMEs Timed to coincide with the staging dates for SMEs, understand how to stage on behalf of your clients and what they are expecting from you Auto-enrolment guidance from The Pensions Regulator Hear directly from Charles Counsell, executive of auto-enrolment at the pensions regulator on how auto-enrolment will be affects bureaux and SMEs Success stories from payroll bureaux Explore how local firms have understood the needs of a particular industry or locality and tailored their product to meet their demand Best practice examples from the major accountants Gain insight into how the major accountants and providing their bureaux offering and best practice guidance into what makes a truly successful payroll function

2 Understand the process-driven and commercial aspects to client payroll 3 Auto-enrolment The Pensions Regulator 3 The realities and expectations of a payroll bureau Servicing your clients 3 Auto-enrolment: Industry perspectives 3 Choosing an auto-enrolment provider for your SME clients 3 Managing your client s staging date 3 Auto-enrolment communication 3 Managing your auto-enrolment duties 3 Partnering with another provider to service your clients Growing your business 3 Auto-enrolment: Compliant promotion 3 Client retention: Building and maintaining positive client relationships 3 Marketing: Pitching and growing your business 3 Case study: Improving your offering and identifying niche markets 3 Five things you need to do in the next 10 days to grow your practice 3 Maximising the value of your business 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 Who should attend? Client payroll bureaux Client payroll accountants Pension providers Software and automation specialists Payroll managers Payroll s Payroll administrators Payroll supervisors HR managers Pension managers HR s Finance managers Finance s Comp and bens managers Technical payroll services manager Strategic payroll and pensions manager Pay and benefits adviser The wider HR and finance community The Payroll Top 50 will be announced at a networking drinks evening following the conference. The Payroll Top 50 is an annual event held to honour the leading professionals who have made a positive impact on payroll in the past year. Look forward to a list that will include a wide range of wellknown names from politicians to payroll managers. 3 Keep up-to-date with all of the latest payroll news, follow payrollworld #cpconf 3 Join the discussion and question other payroll professionals at Payroll World (UK) group.

3 PLENARY 9.05 Welcome address Martin Kornacki editor PAYROLL WORLD 9.15 Auto-enrolment The Pensions Regulator Understanding the possibility of fines and sanctions for SMEs Compliance update: What is required of clients and bureaux executive, auto-enrolment The realities and expectations of a payroll bureau Understanding the expectation a client has of a payroll bureau When to offer full integration: Knowing the risks of taking more control of a client s payroll Selecting a cut off Developing an effective fee and billing structure Administering pension schemes Clarifying the auto-enrolment communication responsibilities of employees and employers Kiley Boakes head of client payroll DELOITTE Networking, exhibition and refreshment break Auto-enrolment: Industry perspectives Auto-enrolment legislation in focus Knowing the key auto-enrolment requirements in terms of: Employer obligations Client obligations A practical look at the processes and practicalities behind auto-enrolment How auto-enrolment will shape the client payroll industry How will auto-enrolment legislation develop next? How can you communicate effectively to SMEs the impact auto-enrolment will have on them? executive, auto-enrolment Colette Best policy adviser, retirement policy ASSOCIATION OF BRITISH INSURERS Jeremy Levene head of marketing CERIDIAN Brian Gabriel managing of workplace savings AVIVA Andy Agathangelou founding chairman CIPP FRIENDS OF AE Malcolm Small senior policy advisor INSTITUTE OF DIRECTORS Auto-enrolment: Compliant promotion How does the law relate to promoting your services? How to operate solely as a conduit for information How to avoid promoting one service provider over another Correctly phrasing when you recommend products Knowing what to delegate to service providers Debunking the historic myths around what a bureau can and cannot do Neil Wilson industry liaison manager Client retention: Building and maintaining positive client relationships Building a rapport with introducers Approaching potential clients Fending off a client pitch from a competitor: Establishing a close working relationship with your clients Maintaining a close relationship with your clients Lunch, networking and exhibition break

4 11.45 Choosing an auto-enrolment provider for your SME clients Knowing which provider is best for your client s needs Encouraging your clients to adopt the same provider to ease administration Weighing up providers based on: Investment strategy Compliance requirements Cost Helping your client know where to go and how to choose a provider Tim Chapman payroll services manager SIMPKINS EDWARDS Adrian Lamb legal, pensions BLAKE MORGAN Lunch, networking and exhibition break Managing your client s staging date Assisting clients with how to process auto-enrolment Ensuring the bureau acts with sufficient time: Existing arrangements may not be sufficient Cost implications of pension arrangements Automation within the auto-enrolment system Proactively preparing for bulk administration Implications of processing auto-enrolment Understanding the client s expectations Handling the administrative burden Recovering the extra costs involved: By accurately setting your fee structure Gauging whether the SME is able to handle the extra administrative costs Auto-enrolment as a chargeable service Using these ideas to start gaining new clients Caroline Laffey KPMG Chris Faulkner associate Lisa Dilley head, SME auto-enrolment STANDARD LIFE Chris Daems PRINCIPAL IFAS Huw Davies associate BAIGRIE DAVIES Nigel Vosper ifa MHA MACINTYRE HUDSON WEALTH MANAGEMENT Marketing: Pitching and growing your business Effective and successful lead generation Constant engagement with clients to: Understand their needs Spot a potential gap in the market Setting competitive pricing Utilising social media: How to avoid using it simply as a broadcast medium Creating content to engage current and potential clients Partnering with providers to expand your offering Understanding how bureaux should work alongside pension providers Neil Lagden head of payroll services BOND Anju Puri head of payroll services Case study: Improving your offering and identifying niche markets Gaining a further understanding of the potential clients already within your marketing reach Spotting a common need Assessing the working habits, services provided and industry sectors of your catchment area Understanding how a niche industry has particular needs Tailoring your offering to match a sector Nick Saul ceo and owner BACHMANN HR MARINE FOCUSED Laurence Sargent SARGENT-DISC MEDIA FOCUSED Howard Hoddell business development manager STAR PLC Steven Fraser senior manager, employer and expatriate taxes solutions ANDERSON ANDERSON & BROWN OIL AND GAS FOCUSED Networking, exhibition and refreshment break

5 14.15 Auto-enrolment communication Raising awareness among clients of what needs to be communicated to their employees Knowing who takes responsibility the pension provider, bureau or employer Understanding when and how to convey information to the employee Impressing upon the client the importance of effective communication Liz Robins managing partner AS ROBINS Brian Stenhouse group payroll services ARMSTRONG WATSON Networking, exhibition and refreshment break International Payroll Ensuring international payroll contacts are aware of UK regulations Maintaining an in-country specialism Whether your system can perform this task Servicing complex corporate payments Setting up entities in different countries Collecting sufficient data to service international clients Operational improvements to achieve smooth knowledge transfer Simon Rawlinson EQUINITI Alan Morahan head of defined contribution PUNTER SOUTHALL Pauline Geldard head of human resources RHP Five things you need to do in the next 10 days to grow your practice Knowing why your clients join you Accurately gauging how good your business is Why can t you sell more? What to do, in what order, to grow your business Robert Craven founder DIRECTORS CENTRE Maximising the value of your business Gauging the profit an acquirer anticipates they will earn from your business Combining: Boardroom knowledge Location Existing product offerings Skill sets Accurately gauging how the purchaser values: Client data and marketing reach Sales resource Existing products and services Organisational structure Impact of location Building additional value into your company Paul Chapman partner AZURE PARTNERS Closing remarks from the chair Close of conference, followed by the Payroll Top 50 drinks reception

6 16.10 Partnering with another provider to service your clients Linking with a specialist payroll provider to maintain your current client relationships How RTI and auto-enrolment have forced accountants and bureaux to develop partnerships with other providers Expanding your referral network to strengthen your marketing reach White-labelling your services Understanding the costs and pricing structures of such relationships Closing remarks from the chair Sponsor or exhibit at the Payroll World Client Payroll Conference The conference provides a variety of opportunities for you to meet potential customers and influence highlevel decision makers. By sponsoring or exhibiting you can: Gain valuable leads Meet and network with over 250 attendees Showcase your software and products live Win new business Position your organisation as a supporter of the payroll profession Close of conference, followed by the Payroll Top 50 drinks reception This year s key opportunities include: Thought leadership, speaking and panellist opportunities at one of our conference streams Brand awareness opportunities including headline support, hosted round tables and many more possibilities available on request Networking, sponsorship and exhibiting opportunities including stand packages, refreshment break and lunch sponsorship, delegate bags, badges and much more Sponsorship of the Payroll Top 50