Our one day Healthcare Conference has been designed for professionals who want to stay ahead of the latest changes in the healthcare sector. The technical and informative conference sessions, with popular speakers such as Bob Trunchion, Debbie Wood and Ross Mathieson, will look at a wide range of practical issues and keep you up to date, enabling you to provide your clients with the expert level of service they need in this ever changing sector.
Join us this year for this inspiring and knowledgeable conference and take the opportunity to enhance your network and update your knowledge.
ICAEW's terms and conditions for events.
Wesleyan optional breakfast sessionThe role of finance in the healthcare partnership crisis
Sarah Jarvis, Healthcare Relationship Manager,Wesleyan Bank
Legal session - structures and issues with PCNs, plus an update on incorporation, SDLT and superpartnershipA general legal update on issues arising and developing since the last conference.
Oliver Pool, Veale Wasbrough Vizards
Strategic estate planning and supporting STPsHelen Buckingham, Nuffield Trust
NHS estates in a changing landscape
• Enabling the Long term Plan through Infrastructure Solutions• Ensuring todays and tomorrows workforce is recruited and trained to deliver new models of care• Utilising technology to drive up productivity
Simon Corben, NHS Improvement
Making Tax Digital for VAT is live from 1 April and by early May will have been mandatory for many businesses for 5 weeks. In this session we will be looking at the experiences of the first few weeks, sharing some lessons learned and looking at the likely next steps in the MTD journey.
Anita Monteith, ICAEW
OE Upload AppUnlike no other product on the market, this application is specifically designed to allow automatic uploads of Open Exeter statements into your cloud accounting software. The session will demonstrate the process and show the efficiencies that GP practices and accountancy firms acting for GPs will save in time and cost. Providing accurate and consistent analysis of all Open Exeter entries at the touch of a button.
Nick Stevenson, Moore & Smalley
ION Portal Plug
Mark Skellum, Chair, ICAEW Healthcare Community
2019/20 Contract Changes update
This session will highlight the financial impact of the contract changes from April 2019 including details of the amendments to global sum, QOF, the new Network Contract DES and state backed indemnity funding.
There will also be a look ahead across the agreed five-year framework funding.
Debbie Wood, Moore & Smalley
Tax/income UpdateBob Trunchion, Tax Partner, MHA MacIntyre Hudson
Ross Mathieson will be discussing two issues: topical are ‘GP Pension Forms’ and ‘Annualising/Tiered Contributions’
Paula Peppas will be discussing the extension of our voluntary scheme pays facility from the 2017/2018 tax year.
Ross Mathieson, NHS Pensions Paula Peppas, NHS Pensions
GP End of Year Finance Process
PCSE administers the NHS Pension Scheme for GPs in England who are members. Each year, they process the pension documentation for over 37,000 GP’s. Robert's presentation will provide a high level overview of PCSE’s internal processes around pensions administration and the role that the Performers List process plays. He will share details on planned improvements, including the introduction of robotic process automation, which is being introduced to improve the speed and accuracy of calculating pension entitlements.
Robert Ramsden, Head of Comms and Engagement, Primary Care Support England
Top tips and update for superannuation
This session will highlight some of the topical enquiries that clients raise relating to their membership of the NHS pension scheme including the pitfalls around annualization.
There will also be a look ahead at the potential impact of the increased employer contribution rate and other changes that might affect pension tax charge calculations in 2019/20.
Ross Mathieson, NHS Pensions Debbie Wood, Moore & Smalley Danielle Adair, NHS Pensions
Chairman's closing remarks
Mark Skellum, Chair, ICAEW Healthcare Community
Sarah Jarvis, Healthcare Relationship Manager, Wesleyan Bank. Sarah is a professional banker who has been working in healthcare for over 9 years and she brings a wealth of experience from different banking backgrounds. She started her career as a business manager in the Baker street area and was immersed in the healthcare industry. During this time her interest in the sector bloomed. In her time as Healthcare Relationship Manager she has helped 100s of dentists to buy or upgrade their dream practices. When she is not helping dentists achieve their goals there is nothing that she likes more than walking with her husband and dogs along the beachfront.
Oliver Pool, Veale Wasbrough Vizards. Oliver is a commercial and partnerships specialist who spends almost all his time advising GP practices. He can help with all aspects of the partnership relationship, from putting in place your GP partnership deed, to advising you on its terms, to dealing with disputes between partners. He also advises on joint venture arrangements between practices, federations, co-operatives, clusters and has dealt with over 100 mergers of GP practices, and has done a lot of work on the "decentralised" or super partnership model of GP mergers. Oliver can also advise on the terms of NHS contracts. Oliver has been acting for GPs practices for over 12 years and has been involved in drawing up or amending over 250 GP partnership deeds.
Helen Buckingham, Nuffield Trust. Helen joined the Nuffield Trust in 2017 as Senior Fellow, working on a range of health policy issues. She has 25 years’ experience in NHS roles, including senior roles in national bodies, as well as in both commissioner and provider organisations. In June 2018 Helen took on the role of Director of Strategy and Operations for the Trust. A finance professional by background, Helen’s past roles include Director of Strategy and Organisational Development in a mental health trust; PCT Chief Executive; Chief of Staff at Monitor; and most recently Director of Corporate Affairs at NHS Improvement. Helen has particular interests in the development and implementation of strategies leading to clear delivery of outcomes. She also focuses on the development of effective partnerships within organisations and across systems, and also between public sector bodies and the populations they serve.
Simon Corben, NHS Improvement. After some 16 years in the private sector, advising the NHS and successfully growing and managing a team of property, clinical planning consultants and analysts, Simon has returned to the Public Sector to head up the Estates and Facilities across the NHS. The role at NHS Improvement (NHSI) is one that he relishes, building on the good work that Peter Sellars has done with regard to the Carter Implementation Programme, he is keen to now take the team forward to provide the toolkit and expertise to assist the NHS in the next stage of delivering the improvements as set out in the Five Year Forward View next steps document and the Naylor Report.
Since joining NHSI in May 2017, Simon has recruited and team aligned to the 5 core Initiatives, of Commercial Acumen, Workforce, Operational Efficiency, standardisation and strategy.
In addition Simon and the team have:
An accredited Gateway Reviewer and Project Director, Simon understands the need for commercial, innovative and deliverable solutions. In his role at NHS Improvement he is using his skills and experiences to bring fresh ideas and drive to improve the quality and efficiency of Estates and Facilities Management across the NHS.
Nick Stevenson, Moore & Smalley. Nick Stevenson heads up the East Midlands office for MHA Moore and Smalley where he looks after a wide variety of clients. He has a strong background in medical service clients, including looking after over 100 individual GP’s and over 25 practices, over 40 hospital consultants and GP locums, and a total client list of over 300. He has particular responsibility for liaising with NHS Employers, local LMC’s and the Health & Social Care Information Centre. Nick is also involved in the Primary Care Development Centre for Nottingham and Derbyshire where he provides support and training to local primary care providers.
Anita Monteith, ICAEW. Anita is Technical Lead & Senior Policy Adviser at the ICAEW and is a regular speaker on tax issues facing small businesses and their advisers. She has been a special adviser on tax to the Government’s Treasury Select Committee since 2011. Anita appears frequently on television and radio discussing tax matters and is a regular on Radio 4’s Moneybox.
Bob Trunchion, Partner, MHA Macintyre Hudson. Whilst Bob qualified in the audit department of a big four firm, he soon moved to their Corporation Tax Department, His move to MacIntyre Hudson in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax. As well as advising clients on a consultancy basis, Bob is mainly involved in heading up tax training both in the firm and in our specialist training arm (www.mhasllp.com). He also spearheads the firm’s offering in training non financial managers and directors in understanding accounts (Financial Training Services) on all manner of transactions. Whilst he is deeply involved in training, he has appeared on national radio and television talking about IHT. Bob believes that simple solutions are often the best ones with taxation.
Debbie Wood, Moore & Smalley. Debbie Wood joined Moore & Smalley in January 1999 as resident partner in the Blackpool office to manage client services on the Fylde. She is the current Chairman of the Moore and Smalley partnership and leads the firm’s specialist healthcare services department. Debbie is Vice Chairman of The Association of Independent Specialist Medical Accountants (AISMA) and a former President of the North West Society of Chartered Accountants. Debbie has specialised in looking after Healthcare Professional clients for over twenty years and is invited to speak at seminars across the country to doctors, their practice managers and fellow accountants on a wide variety of financial management topics affecting the sector. She contributes articles and comments to the Medical Press on a regular basis. In June 2008 Debbie received the HealthInvestor Accountant of the Year Award on behalf of the Moore and Smalley Medical Team and in 2013 is representing the firm as a finalist in the category of Financial Advisors of the Year at the General Practice Awards.
Ross Mathieson, NHS Pensions. Ross has been employed by the NHS Business Services Authority (NHSBSA) for over 26 years. Upon reaching that ‘golden age’ of 60 last July he decided to reduce his hours and now works part-time (Monday to Thursday) in a dual role. For 19 hours a week Ross is employed by the NHSBSA as the NHS Pension Scheme’s Technical Manager, For the remaining 10 hours Ross works for the Dept. of Health & Social Care as a senior policy advisor. In this role he advises the Dept on pensions policy related matters, assists Ministers with responding to Parliamentary Questions and ministerial correspondence, and leads on ‘access to the NHS Pension Scheme’. Ross is married to Sarah who also works for the NHSBSA and they have a 15 year old daughter. His main hobbies are supporting Preston North End, reading crime novels and historical books on WW2, walking in the Lake District, and tidying his daughter’s bedroom on a daily basis!
Paula Peppas, NHS Pensions. Paula is a Senior Technical Consultant with over 31 years’ experience based at NHS Pensions (Fleetwood). She has extensive knowledge of the NHS Pension Schemes and overarching pension legislation. She worked on the implementation of the 2015 NHS Pension Scheme project, writes technical guides and is the technical lead on Annual Allowance. Paula is responsible for the content of the Annual Allowance pages, including all guides and forms, on the NHS Pension Scheme website. She recently worked with the Department of Health and Social Care to implement an extension to the NHSBSA’s voluntary scheme pays facility.
Danielle Adair, NHS Pensions. Danielle has worked within retail bank management prior to starting her career with NHS Pensions. Danielle joined NHS Pensions over 2 years ago as part of the Stakeholder Engagement team as the Stakeholder Engagement Manager for GP’s and GP Practices. Her role is to support employers administer the pension scheme on a local level and act as a main point of contact for any engagement, escalation or educational needs.
Robert Ramsden, Head of Comms and Engagement, Primary Care Support England. Robert is responsible for shaping the communications and engagement strategy for Primary Care Support England (PCSE). He has worked in PCSE for over three years, engaging with customers and stakeholders at various levels, which has given him insight into the challenges that GPs face when it comes to pension administration.
In association with:
Member Rewards partner Wesleyan Bank has developed a highly successful business model providing tailored financial advice and products to select professional groups, notably GPs, hospital doctors, dentists, teachers and lawyers and a range of commercial financial products for the organisations in which they are employed.
From the moment you begin your training, throughout your professional life, and into retirement we're here to help - in all kinds of ways. And we're not just here for past and present ICAEW members, close families can access our services too.
If you are an ICAEW Member or Student or have already created an Account please login below. Otherwise please create an Account.
This screen shows you the details for the selected product.
Click the "Add to Cart" button to add this product to your shopping cart. You can enter a quantity larger then 1 to add multiples of this product to your shopping cart.
If the product is full you will see a "Wait List" button. Click this button if you would like to be notified if/when capacity is added. If capacity is increased we will email you. Upon receipt of the increased capacity notification, registration will be on a first-come, first-served basis.
If the product is not ready for purchase you will see a "Notify Me" button. You can click this button if you would like to be notified when this product is ready for purchase.
Some products can only be purchased through our partner. In this case you will see an "External Register" button. Click this button to purchase through our partner's website.