*A small charity for this programme is defined as a charity whose annual income is £1million or less*
This practical session outlines the legal and financial responsibilities of your chartiy when employing staff or working with contractors.
Topics include defining contract types and your legal obligations under each, calculating tax and the impact of pension auto enrolment. Finally, this interactive half day training will consider your charity's context and help you understand the benefist of managing payroll in-house or through outsourced providers, along with the responsibilities of each party if outsourcing.
Attendees will leave with an understanding of:
- The difference between employees, consultants, freelance or sessional workers, temps, and volunteers and the implications of the status
- How to calculate and deduct income tax and employers/employees National Insurance
- Statutory requirements for auto enrolment and considerations when choosing your pension scheme
- The practical considerations in setting up and managing payroll
Who should attend?
Those who work with the finances and money handling in a small charity or a small group. This can be a volunteer, treasurer, finance person, or other manager/CEO.
Charity Finance Group (CFG) in partnership with Esmee Fairbairn Foundation.
Registration and refreshments
Review the financial implications of recruitment and understand the impact of the different types of employment statys, including:
Financial best practice when recruiting staff
How to define freelance, employment or volunteer
Considerations when drawing up contracts
Budgeting and calculations
Learn areas to be aware of when budgeting for staff, such as:
Calculating and deducting income tax
Calculating employers and employees National Insurance
Statutory pay, such as sick pay and maternity pay
Making payments to HMRC
With the requirement for small charities to auto enrol by April 2017, learn what steps you need to take to implement the process, and what to consider when budgeting. This topic will also cover different types of pension schemes, and what to consider when integrating them.
Practical considerations in managing payroll
How to run payroll
Reporting to HMRC
Whether to outsource or run in-house
The roles and responsibilities of outsourced providers
There is a travel bursary scheme available for those who live in rural areas and need some additional financial support to travel to the trainings; this scheme is for those who live a fair distance from the nearest training session and whose organisation has less than £50,000 annual income. If you would like to apply for the travel bursary please click here to complete the form.
VAST, The Dudson Centre
Hanley, STOKE-ON-TRENT, STAFFORDSHIRE, ST1 5DD
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Bookings & Prices
Part of the Small Charities Programme, this half day training course will give a basic foundation to equip those who work with finances of small charities.
Terms and Conditions:
Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.
CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.
It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.
CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.
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