We are delighted to bring you the Healthcare Conference 2021 which you can now watch on demand, providing finance professionals working in this specialist area with insights, flexibility and convenience.
We have selected an excellent line up of speakers and curated the programme to help you stay focused on the latest changes in healthcare. Current and relevant sessions will cover a range of practical and technical issues to keep you at the top of your field, enabling you to provide your clients with solutions to the challenges in this ever-changing sector.
Pensions continues to be a hot topic and we are delighted to welcome back Ross Mathieson and his team from the NHS. David Walker will be taking an in-depth look at annual allowance and the rectifications following the McCloud consultation response. Professor David Colin-Thome returns as our keynote speaker looking at where General Practice currently is, and more importantly, where it is going. And as well as legal and banking updates, the hot topic of PCNs will also be discussed with an focus on accountancy.
Find out more about the benefits of joining the Healthcare Community and save up to 50% on your ticket by becoming a member.
Chairman’s welcome and introduction
Mark Skellum, Chair, ICAEW Healthcare Community
Keynote session - Where is General Practice in the light of Covid-19, what has it learned and where is it going?
There are many lessons learnt by general practice in the Covid-19 pandemic experience mainly relating to access and of course their important role in vaccination. The pandemic has however unerringly uncovered weaknesses in the NHS in particular the cessation of regular care for those with relatively stable long term conditions. This may contribute negatively to the worsening of health inequalities caused by the pandemic.
The NHS for its very sustainability needs general practice which it in turn has been given a lead role in the national policy of Primary Care Networks. Can general practice and the NHS grasp this opportunity?
Professor David Colin-Thome
5 minute break to change sessions
Banking has changed significantly in recent years with far more competition and regulation. There are now more loan options available but significant differences in lending appetite, how banks will assess a proposition and how they will charge. This session will look at some of the issues and things to consider when supporting your clients.
Ian Crompton, PrimaryCare Finance Consultancy Ltd
What healthcare sector clients need to know about the Employment Intermediaries Legislation, otherwise referred to as the IR35 regulations; covering both the post 6 April 2021 changes and where the previous rules are relevant.
Deborah Wood, Partner, Healthcare Services, MHA Moore & Smalley
In this session Oliver will give an update on the GP sector from a legal perspective, focusing on developments and changes in the past couple of years. In particular he will talk about how changes in practices' ability to recruit in 2020 led to a change in attitudes towards "last man standing" clauses. It has also led to an increase in expulsions under the "green socks" clause - such clauses are coming under pressure due to developments in the law - do they still work? He will also look at the issue of retiring partners continuing to own, when leases are needed, and what can happen if there is a dispute as to selling out - in particular difficulties are arising as to whether valuations on "the investment basis" are appropriate.
Oliver Pool, Partner, Veale Wasbrough Vizards
PCN Accounting Update
Sally Sidaway, Accounting and Financial Reporting Director, RSM UK Tax and Accounting Ltd
Lisa Pennington, Director, Healthcare Services, Moore and Smalley
Annual allowances update
Pension regulation and pension tax legislation have not stood still for a number of years and 2020 and 2021 are no different. This session will address the implications of the McCloud discrimination case for advisers and their clients, with a little recent history lesson and a brief word about what the judges are doing next.
David Walker, Senior Tax Manager, Moore and Smalley LLP
NHS Pensions update
Ross Mathieson, Technical Manager, NHS Pensions
Paula Peppas, Technical Manager, NHS Pensions
Chairman's closing remarks
NB: Programme subject to change
Oliver Pool 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.
David Walker - Having spent ten years working in insurance, David moved into a tax role with Moore and Smalley in 1998. The role was quite broad, but did contain about ten medical practices. Their specialist healthcare team now deals with around 100 practices, so hopefully that indicates they are doing something right. Long before pension tax charges came into play, David has taken a close interest in the NHS Pension Scheme and the calculation of its benefits, particularly for general practitioners. What a mistake that turned out to be!
Ross Mathieson has worked at NHS Pensions for nearly 28 years. He is the NHS Pension Scheme’s Technical Manager and his remit includes providing internal and external technical guidance, training, assisting with Parliamentary Questions, high level correspondence, and FOI requests. Ross also works closely with the Dept of Health and Social Care providing technical advice to assist them with the development of NHS Pension Scheme policy. He is also member of the Technical Advisory Group which includes NHS trade unions, the Dept of Health and Social Care, NHS employers, and actuaries. Ross is married and has a 17 year old daughter. His hobbies are following Preston North End, walking, and reading.
Paula Peppas is a Senior Technical Consultant with over 32 years’ NHS pensions experience, several as a Service Delivery Manager, before moving to the Technical Consultancy Team in 2005 – just in time for the new tax rules. She has extensive knowledge of both NHS Pension Schemes, as well as a variety of overarching pension’s legislation. She worked on the 2015 NHS Pension Scheme implementation project and is the technical lead on annual allowance and scheme pays. Since October 2019, she has been seconded four days a week to the Department of Health and Social Care as a Senior Pensions Policy Manager, predominantly working on pension flexibilities and McCloud. In her spare time Paula is both a ‘dance and rugby mom’.
Ian Crompton worked for Lloyds Bank for 43 years with the last 15 dedicated to the HealthCare sector. He was responsible for establishing Lloyds' award winning team, winning the GP Awards 'Financial Advisers of the Year’ for 6 consecutive years and personally winning ‘Most Influential Banker in HealthCare’ from Health Investor. Ian retired from Lloyds in 2019 and now runs an independent consultancy and finance broker business focussed mainly on general practice.
Deborah 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 MHA Moore and Smalley partnership and leads the firm’s specialist healthcare services department. Debbie is 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-five 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 represented the firm as a finalist in the category of Financial Advisors of the Year at the General Practice Awards.
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