IR35 Planning and Preparation Conference for Private Sector Employers
The Midland Hotel , 16 Peter Street, Manchester M60 2DS
THIS EVENT HAS NOW PASSED. CLICK HERE TO SEE FULL LIST OF UPCOMING EVENTS ON OUR HOMEPAGE
Changes to IR35 legislation applying to the private sector will take place with effect from April 2020. Understanding the complex IR35 legislation may have punitive consequences if HMRC do not agree with your status assessments.
Registration fee: £395 plus VAT per delegate
All dates and locations:
Tuesday 26th March - Manchester
Tuesday 30th April - London
Tuesday 2nd July - London
Organisations must prepare flexible workforce staff and get to grips with tests in order to remain compliant, either inside or outside IR35 rules. You may be putting your organisation at risk if you do not clarify your status and avoid last-minute panic.
This comprehensive seminar offers the tools to help you draw up a compliant and workable game plan for your staffing which will avoid fines and ensure your talent pools remain at optimum levels. You will learn the best ways to classify and communicate with affected staff, ensuring they are aware of their options and obligations as well as offering a range of workable contract options.
Why should you attend?
- Avoid costly legal challenges to status assessments
- Avoid debilitating staff loss by planning early—98% of contractors will avoid working on contracts that place them inside IR35
- Learn how to consult with and advise current staff to understand and implement the best employment model for your organisation
- Ensure your contracts are compliant and avoid non-compliance penalties
- Get equipped with the tools to avoid a drop in your organisation’s talent pool—51% of public sector organisations have lost skilled contractors post IR35 April 2017
Past delegates said:
“Very interesting. Made me think”
“Excellent speakers”
“Comprehensive and useful information presented throughout the day”
“Some great presenters who were very knowledgeable and engaging”
"Good content presented in an engaging way”
“Was great to hear all the different perspectives on the topic”
Which functions will benefit from attending
- HR, Recruitment and Resourcing, Temporary & Agency Resourcing, Legal, Training, Compliance and Audit, Administration, Strategy, Policy, Operations, Line Managers and all Directors and staff with responsibilities within this area
Hear from
Schedule
Coffee and registration
DESIGNING AND IMPLEMENTING A WORKABLE GAME PLAN
Peter J. Wright
Partner , Leadership Forum Inc.
Peter Wright is a truly global executive experienced in leading HR functions for some of the world’s best-known companies. He has held senior positions in companies as diverse as Zurich Insurance, AIG, Estee Lauder, Merrill Lynch, BP, Allied Domecq and Unilever. He has travelled extensively and worked on every continent. He is highly skilled in leading organizations and executive teams through significant growth, crisis and business transformation, including mergers and acquisitions divestitures, restructuring, organizational transformation and public offerings. At the beginning of 2014 Peter took his many years of experience and applied it to the founding of his own consultancy Acorn Strategy Consulting. This boutique consultancy will specialize in helping companies improve their Organizational Effectiveness and Change Management capabilities as well as advising on all aspects of Talent Management. Subsequently, Peter became a partner in Leadership Forum Inc., merging Acorn Strategy Consulting with Leadership Forum Inc. In addition to his corporate experience, Peter is a business entrepreneur. In 2007 he co-founded Global Energy Talent, a business dedicated to the recruitment and deployment of people for oil and energy companies. He continues to serve as an advisor to the company. Born in London into a military family he grew up travelling around the world before attending the British Royal Military Academy Sandhurst, and St John’s College Cambridge where he earned a Masters Degree in History. He served the first twelve years of his adult life as an army officer in the British Army. Peter has a unique lens on the realities of global leadership and change management. A true citizen of the world he is frequently invited to write, teach, speak and consult for businesses, executive education schools and non-profit organizations. He has a highly entertaining, provocative and motivational style and is respected for delivering sound and workable end results.
- Reviewing your existing workforce: auditing for realistic levels of risk
- Identifying the employment levels your organisation is deploying:
- Which roles will be affected?
- Which workers will be scarce?
- Which workers can be replaced?
- Implications for your contingent workforce
- Classifying and communicating with the affected staff
- Freelance options: becoming full-time versus rising rates
- Reviewing your internal systems
- Are your IT systems robust enough?
- Making the best choices for your organisation and staff
- Planning and implementing strategy medium- and long-term
- Maintaining visibility over how and when contractors are on-boarded and utilised
- The pros and cons of a managed service programme (MSP)
- The role of umbrella companies
UNDERSTANDING THE LEGAL CHANGES AND RAMIFICATIONS FOR YOUR CONTRACT AND FREELANCE WORKERS
Alison Treliving
Head of Employment Partner for North West , Squire Patton Boggs
Alison is a partner and head of the Labour & Employment Department in the Manchester office of Squire Patton Boggs. Alison has a wide variety of experience in both contentious and non-contentious employment law. Alison regularly advises a range of corporate clients in different business sectors on matters such as board level appointments and departures, outsourcing, disciplinary and grievance matters, cross-jurisdictional disputes and business re-organisations. She is also an experienced litigator who takes a particular interest in complex discrimination claims. Alison regularly presents at seminars and training events organised by the Firm, third parties and clients/contacts. Alison also takes an active role and interest in the design and implementation of such events.
Patrick Ford
Partner in Tax Strategy & Benefits , Squire Patton Boggs
Patrick Ford’s expertise covers advising on the tax implications of corporate finance and property transactions, as well as tax structuring opportunities in connection with such transactions and corporate restructuring generally. Patrick has varied experience of employee incentive work and has drafted documentation for, implemented and advised on the operation of a wide range of equity-based employee incentive arrangements. He also has extensive experience of advising on employment and pensions tax related issues. Patrick is described in Chambers UK as “absolutely pre-eminent in the market” and “brilliant and responsive”, and in The Legal 500 UK as “outstanding”. He is recommended in Chambers UK for Tax, National Leaders (Outside London) and ranked in Band 1 for Tax, North West. He is also recommended as a Leading Individual in The Legal 500 UK for Corporate Tax.
- Understanding who will be affected, when and how
- Contracted staff through PSCs
- Assessing employment status
- Which organisations must comply?
- What penalties will you face for non-compliance?
- Impact in relation to:
- Social security benefits
- Employment law protection rights
- Paid holidays
- Working week limits
Coffee and networking
PANEL: PUBLIC SECTOR IMPLEMENTATION: WAR STORIES AND LESSONS LEARNED
Colin Morley
Director , Hays Technology
Colin has 24 years of experience of delivering workforce solutions across the UK, Ireland, Europe and America. Colin has architected and delivered scalable services and products to private, non-for-profit and public sector organisations from delivery functions onshore, nearshore and offshore. Colin has a particular specialism in contingent workforce legislation and helping his clients to procure more sophisticated outcome based solutions.
Julia Kermode
Founder , IWORK.
Julia Kermode, Contingent Workforce Expert, IWORK Julia is a contingent workforce expert on a mission to safeguard workers, empower them and ensure they are treated fairly. She has spent the last decade deeply ensconced within the world of contingent work, tax legislation, employment rights, worker rights, umbrellas and the wider recruitment sector. It's niche, and she loves this space! Julia is founder of IWORK (www.iwork.co.uk), which exists to prevent contingent workers being exploited through being unaware of tax regulations and other relevant legislation. IWORK helps to expose dubious practices that mistreat or profiteer from contingent workers, such as holiday pay retention (immoral but not illegal), payroll skimming, bribery and corruption. Julia actively champions contingent working, and lobbies the government for fair legislation on issues such as tax avoidance, disguised remuneration, loan charge, employment status, IR35/off-payroll and the gig economy. Prior to IWORK, Julia spent 7 years as CEO of FCSA, a compliance accreditation body for accountants and umbrella companies. Here she led unprecedented growth, successfully transforming the organisation from obscurity to being the ubiquitous go-to compliance requirement for the supply of temporary workers. Julia also spearheaded FCSA’s influence within the government, and raised standards within the often-misunderstood umbrella sector. Julia is very well-respected in the contracting industry, passionate and good at what she does. She is also a contractor herself, providing consultancy services to advise and support businesses in how they engage contingent workers.
Andy Chamberlain
Director of Policy , IPSE
Andy is responsible for IPSE’s policy work and has a special interest in labour market changes, employment status, IR35, Making Tax Digital and fair commercial terms for the self-employed. In 2015 he led IPSE’s successful campaign against proposals to restrict travel and subsistence tax relief for incorporated entities. Andy worked with EY to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer. Since the onset of the coronavirus pandemic Andy has campaigned for financial support for the self-employed. IPSE was instrumental in setting up the Self-Employed Income Support Scheme (SEISS) and then went on to lobby for the inclusion of all self-employed in that scheme. In March 2021 the scheme was extended to include a further 600,000 individuals that were previously ineligible. More recently Andy led IPSE’s campaign against the off-payroll working (IR35) changes in the private sector. Although the changes did come in 2021, IPSE was able to delay the legislation and secure an exemption for small end-clients. IPSE is the largest association of independent professionals in Europe, representing over 16,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.
Lunch and networking
PRACTICALITIES AND RISK: CONSULTING AND ADVISING YOUR CURRENT CONTINGENT STAFF
Julia Kermode
Founder , IWORK.
Julia Kermode, Contingent Workforce Expert, IWORK Julia is a contingent workforce expert on a mission to safeguard workers, empower them and ensure they are treated fairly. She has spent the last decade deeply ensconced within the world of contingent work, tax legislation, employment rights, worker rights, umbrellas and the wider recruitment sector. It's niche, and she loves this space! Julia is founder of IWORK (www.iwork.co.uk), which exists to prevent contingent workers being exploited through being unaware of tax regulations and other relevant legislation. IWORK helps to expose dubious practices that mistreat or profiteer from contingent workers, such as holiday pay retention (immoral but not illegal), payroll skimming, bribery and corruption. Julia actively champions contingent working, and lobbies the government for fair legislation on issues such as tax avoidance, disguised remuneration, loan charge, employment status, IR35/off-payroll and the gig economy. Prior to IWORK, Julia spent 7 years as CEO of FCSA, a compliance accreditation body for accountants and umbrella companies. Here she led unprecedented growth, successfully transforming the organisation from obscurity to being the ubiquitous go-to compliance requirement for the supply of temporary workers. Julia also spearheaded FCSA’s influence within the government, and raised standards within the often-misunderstood umbrella sector. Julia is very well-respected in the contracting industry, passionate and good at what she does. She is also a contractor herself, providing consultancy services to advise and support businesses in how they engage contingent workers.
Chris James
Chairman , Freelancer & Contractor Services Association
Chris James is a chartered accountant with a background in audit and due diligence, who heads JSA Group's Limited company service division. Chris is responsible for the training and development of a team of more than fifty employees, and also provides management training across the UK group. Chris writes and speaks on IR35 and off payroll, as well as practice management, integration, technology and due diligence. Chris also serves on the Board of the FCSA, and last year was elected Chairman. In his work with the FCSA Chris meets regularly with HMRC, the Treasury and BEIS, on regulation in the flexible workforce sector, as well as the nuts and bolts of ever-changing tax legislation.
- Assessing your contingent workforce:
- Segmentation and case-by-case analysis
- Issues with role-based assessments
- Vital skills and expertise: what can you not afford to lose?
- What is your appetite for risk?
- Additional resources / support needed?
- Working out the status of your freelancers: inside or outside IR35? Principles to apply:
- Control
- Substitution
- Mutuality of obligation (MOO)
- Other factors
- Changing contracts and communicating options:
- Rates increase, lower fees, assignment termination
- Engaging contractors directly as PAYE workers
- The consequences for contractors of being inside IR35: deemed payments, expenses, tax
- Contracting options:
- PAYE – agency or in-house
- Umbrella companies
- Employment
- Understanding and mitigating risks: current and future considerations
TALENT PROCUREMENT POST APRIL 2020: KEY MOVES TO ENSURE YOU ARE AHEAD OF THE COMPETITION
Colin Morley
Director , Hays Technology
Colin has 24 years of experience of delivering workforce solutions across the UK, Ireland, Europe and America. Colin has architected and delivered scalable services and products to private, non-for-profit and public sector organisations from delivery functions onshore, nearshore and offshore. Colin has a particular specialism in contingent workforce legislation and helping his clients to procure more sophisticated outcome based solutions.
- Understanding where market dynamics are headed
- Implementing a timely review: audit & changes
- Smart solutions to access & engage contingent talent
- Lobbying: make your voice heard
Afternoon tea and networking
TACKLING THE CHALLENGES HEAD ON: PLANNING, PRACTICALITIES AND PRACTICE
Andy Chamberlain
Director of Policy , IPSE
Andy is responsible for IPSE’s policy work and has a special interest in labour market changes, employment status, IR35, Making Tax Digital and fair commercial terms for the self-employed. In 2015 he led IPSE’s successful campaign against proposals to restrict travel and subsistence tax relief for incorporated entities. Andy worked with EY to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer. Since the onset of the coronavirus pandemic Andy has campaigned for financial support for the self-employed. IPSE was instrumental in setting up the Self-Employed Income Support Scheme (SEISS) and then went on to lobby for the inclusion of all self-employed in that scheme. In March 2021 the scheme was extended to include a further 600,000 individuals that were previously ineligible. More recently Andy led IPSE’s campaign against the off-payroll working (IR35) changes in the private sector. Although the changes did come in 2021, IPSE was able to delay the legislation and secure an exemption for small end-clients. IPSE is the largest association of independent professionals in Europe, representing over 16,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.
- Planning for uncertain times
- Making decisions and sharing information: internal planning essentials
- Blanket decision making “what’s the worst that could happen”
- HMRC guidance and toolkits
PANEL: PRIVATE SECTOR IMPLEMENTATION: GETTING READY FOR LAUNCH
Julia Kermode
Founder , IWORK.
Julia Kermode, Contingent Workforce Expert, IWORK Julia is a contingent workforce expert on a mission to safeguard workers, empower them and ensure they are treated fairly. She has spent the last decade deeply ensconced within the world of contingent work, tax legislation, employment rights, worker rights, umbrellas and the wider recruitment sector. It's niche, and she loves this space! Julia is founder of IWORK (www.iwork.co.uk), which exists to prevent contingent workers being exploited through being unaware of tax regulations and other relevant legislation. IWORK helps to expose dubious practices that mistreat or profiteer from contingent workers, such as holiday pay retention (immoral but not illegal), payroll skimming, bribery and corruption. Julia actively champions contingent working, and lobbies the government for fair legislation on issues such as tax avoidance, disguised remuneration, loan charge, employment status, IR35/off-payroll and the gig economy. Prior to IWORK, Julia spent 7 years as CEO of FCSA, a compliance accreditation body for accountants and umbrella companies. Here she led unprecedented growth, successfully transforming the organisation from obscurity to being the ubiquitous go-to compliance requirement for the supply of temporary workers. Julia also spearheaded FCSA’s influence within the government, and raised standards within the often-misunderstood umbrella sector. Julia is very well-respected in the contracting industry, passionate and good at what she does. She is also a contractor herself, providing consultancy services to advise and support businesses in how they engage contingent workers.
Peter J. Wright
Partner , Leadership Forum Inc.
Peter Wright is a truly global executive experienced in leading HR functions for some of the world’s best-known companies. He has held senior positions in companies as diverse as Zurich Insurance, AIG, Estee Lauder, Merrill Lynch, BP, Allied Domecq and Unilever. He has travelled extensively and worked on every continent. He is highly skilled in leading organizations and executive teams through significant growth, crisis and business transformation, including mergers and acquisitions divestitures, restructuring, organizational transformation and public offerings. At the beginning of 2014 Peter took his many years of experience and applied it to the founding of his own consultancy Acorn Strategy Consulting. This boutique consultancy will specialize in helping companies improve their Organizational Effectiveness and Change Management capabilities as well as advising on all aspects of Talent Management. Subsequently, Peter became a partner in Leadership Forum Inc., merging Acorn Strategy Consulting with Leadership Forum Inc. In addition to his corporate experience, Peter is a business entrepreneur. In 2007 he co-founded Global Energy Talent, a business dedicated to the recruitment and deployment of people for oil and energy companies. He continues to serve as an advisor to the company. Born in London into a military family he grew up travelling around the world before attending the British Royal Military Academy Sandhurst, and St John’s College Cambridge where he earned a Masters Degree in History. He served the first twelve years of his adult life as an army officer in the British Army. Peter has a unique lens on the realities of global leadership and change management. A true citizen of the world he is frequently invited to write, teach, speak and consult for businesses, executive education schools and non-profit organizations. He has a highly entertaining, provocative and motivational style and is respected for delivering sound and workable end results.
Colin Morley
Director , Hays Technology
Colin has 24 years of experience of delivering workforce solutions across the UK, Ireland, Europe and America. Colin has architected and delivered scalable services and products to private, non-for-profit and public sector organisations from delivery functions onshore, nearshore and offshore. Colin has a particular specialism in contingent workforce legislation and helping his clients to procure more sophisticated outcome based solutions.
Andy Chamberlain
Director of Policy , IPSE
Andy is responsible for IPSE’s policy work and has a special interest in labour market changes, employment status, IR35, Making Tax Digital and fair commercial terms for the self-employed. In 2015 he led IPSE’s successful campaign against proposals to restrict travel and subsistence tax relief for incorporated entities. Andy worked with EY to develop IPSE’s concept for a new corporate form – the Freelancer Limited Company – which would deliver clarity of legal and tax status for the smallest businesses, while also protecting revenue for the Exchequer. Since the onset of the coronavirus pandemic Andy has campaigned for financial support for the self-employed. IPSE was instrumental in setting up the Self-Employed Income Support Scheme (SEISS) and then went on to lobby for the inclusion of all self-employed in that scheme. In March 2021 the scheme was extended to include a further 600,000 individuals that were previously ineligible. More recently Andy led IPSE’s campaign against the off-payroll working (IR35) changes in the private sector. Although the changes did come in 2021, IPSE was able to delay the legislation and secure an exemption for small end-clients. IPSE is the largest association of independent professionals in Europe, representing over 16,000 freelancers, contractors and consultants from every sector of the economy. It’s a not-for-profit organisation, owned and run by its members.
WRAP-UP AND OUTSTANDING QUESTIONS
End of conference
Contact us to book or discuss our events & services
01983 861133
info@bfi.co.uk