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Charity Financial Regulation Update 2013 and Pensions Review

Calling all those working in a finance function.  Do you need to unravel the new finance regulations?  Are you puzzled about pensions? This course offers an essential guide to all the financial issues affecting charities in 2013 and beyond, with a strong emphasis on pensions. It is aimed at those working in finance roles within charities, volunteers, trustees, independent examiners and advisors.  This step-by-step review will guide you through all of the current topics and trends affecting Scottish charities. The session will be co-presented by two leading lights in the Scottish charity finance field.   Adrienne Airlie is a Senior Partner at Martin Aitken & Co, Chartered Accountants who specialise in the charity sector.  Adrienne is also the Scottish Convenor of Association of Charity Independent Examiners and an ICAS Council member.  Adrienne will be joined by David Davidson, who leads the Public Sector, Charities and Not-for-Profit practice at Spence & Partners, Pensions Actuaries.  David is a regular contributor of articles in the press and he has a very popular blog in a leading on-line charity publication. David is on the ICAS Pensions Committee and has recently been working with the Charity Finance Group to seek changes to pension legislation affecting charities. Adrienne and David bring a wealth of experience and will provide practical examples to enable attendees to understand what the financial regulation and pension issues are and the likely steps you need to take. Topics to be covered will include:
  • Accounting Standard Changes
  •  HMRC

- Gift Aid/ GASDS

- Direct tax & Trading

  • VAT

- Cost Sharing exemptions - Cultural exemption

- Fundraising exemption

- Listed Buildings

  • Scottish Government

- The Charities Reorganisation (Scotland) Amendment Regulations 2012

- SCIOs

  • Current Consultations

- OSCR Guidance issued and other topical matters

Reserves Policy

Governance issues

Internal Controls & Risk Management

  • Pensions

- Multi-Employer Defined Benefit Schemes

- Proposed changes to financial reporting

- Impact of Auto Enrolment

- Future options

- The Trustee Pensions Checklist

We will be using real life examples and provide you with links to useful technical material.
Date/Time: Wednesday 27th February @ 10:00am
Organisation: Martin Aitken & Co and Spence & Partners
Phone Number: 0141 272 0000
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