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IPM Overview Presentation 2011
- 3. Some of our clients…
- 4. An overview of our services… Advisory and Consulting Services Preparation of assignment letters Balance sheet and assignment costings Assignee briefings Monitoring of critical dates Home & Host Country Tax advisor liaison Hypothetical tax calculations Cost of living differentials Notifications to tax return preparers in home & host countries Consultancy and advisory services Global Mobility Policy - Framework Development Compliance Audits Home and host country tax calculations Payroll coordination Provision of pay instructions to international payrolls Cost and management reporting Global Mobility Policy - Framework Review Coordination of host country registration procedures Coordination of language & cultural awareness training Coordination of Familiarisation visits Expense approvals and processing Coordination of work permit/visa applications Coordination of freight, relocation Application & coordination -certificates of coverage Coordination of school search, home search Coordination and enrolment onto medical schemes International household goods and insurance Spousal support Temporary accommodation Global Compensation and Remuneration Compliance Coordination Global Mobility Administration Global Relocation Vendor Management
- 5. Assignment Process… Supporting the assignee Costings Tax & Social Security Policies & Contracts Assignment Initiation Supporting you
- 6. Co-ordination Services… Supplier Management Immigration Home & School Search Storage & Removals Cultural Awareness & Language Training The Assignee Social Security
- 7. Ongoing Support… Supporting you Supporting the assignee At post support Repatriation Monitoring critical dates Salary, Cost of Living, Exchange Rate reviews Payroll Instruction & Coordination
- 8. Technology applied with Intelligence We interrogate information Efficiency Own In-House Tax software Access to industry resources Continuous development Nothing taken for granted Bespoke assignment letters – not system generated
- 9. Our fees… Fixed fees Transparent No 6-minute clock No surprises Flexible approach
- 10. Consistent One Team Measurable SLA’s Regular Review Meetings Service Excellence External independent customer service feedback Assignee feedback
- 11. Why IPM? x x x We don’t accept commissions or referral fees Our Fess are fixed and transparent – no 6 minute clock for ancillaries We don’t use voicemail during office hours
- 12. What our clients say about us… “ They’re timely, accurate and detailed and I don’t have to question what they’re telling me. I rely on them ...” “ IPM provide sensible, practical, pragmatic solutions...” “ Their key strength is their responsiveness. When we had a critical business need, our urgent issue became theirs ...” “ You get to speak to who you want to quickly...” “ With IPM, it’s easier and less frustrating …w ith bigger providers, the clock’s ticking and you’re just a number ...” We Care… We believe that your employees are people not numbers and we strive to provide a personal service at all times. “ Better relationship with tax than some of the bigger agencies...”
Editor's Notes
- Assignment initiation Supporting you: Full support to HR teams and assignees IPM will advise the host and home country payroll departments with a payroll instruction Copy payslips should be provided by the home and host payrolls to IPM monthly for checking Costings: Salary and Benefits Tax & Social security: Hypothetical Tax Social Security - Where there is Social Security agreement between two Countries IPM will apply, or assist in applying, for a Certificate of continuing liability to enable the assignee to remain in their home Country Social Security System Policies and Contracts: Assignment Letter Supporting the assignee: Assignment Briefing Full support to the assignee Calculate Remuneration package Prepare Hypothetical Tax and Social Security calculations Prepare Assignment Letter One to one telephone briefing with the Assignee Full support to HR teams and Assignees Manage and implement the Assignment policy
- The Assignee - Supporting the Assignee and their family Immigration - Work Permits & Visas Home and School search Orientation/Look see tours Temporary Accommodation Booking Accompanied Home Search School Search Settling in Assistance Lease Renewal Departure Assistance Storage & Removals - Removal of Personal and Household effects; Coordinating removals of personal and household good via sea and air freight/road transportation Coordinating Cultural Awareness & Language training Supplier Management: We have recently undertaken a comprehensive review of our preferred suppliers Our selection was based on: Value for money Service delivery Supplier initiative Characteristics for competitive advantage Account management process Technical capability We have contracts with all of these suppliers We review services and feedback quarterly We undertake credit checks quarterly
- Supporting you: Continued Support of HR teams, line managers and assignees Re-Calculate Remuneration Package following Annual Pay review, change in personal circumstances etc. Supporting the assignee Database Management: Run Management Information reports Monitor end dates for Passports & Immigration documents, Property leases, repatriation dates etc Expense Management Repatriation: Assist with Repatriation
- Leading edge technology On line access for registered users All tax data and costings will be stored in chronological order enabling accurate and efficient retrieval of data. Real time when tax/SS changes occur (e.g. UK budget) Produce your own reports (if required) Ability to control access according to corporate/individual needs Productivity gains on transaction/response times. Reduced opportunity for error Software solutions designed specifically for service providers - Record and report HR data - Manage HR and service provision data - Provide our clients with a tool for day to day HR tasks - Provide company HR reporting - Provide an import/export facility for HR data Centrally managed secure data using a single login - Offering multiple layers of security to allow different rights levels based upon their role Secure - Multi tier architecture - Zero opportunity for a user to access data they are not entitled to view - Data views are created according to the particular user’s assigned rights Instant reporting Quick reporting provides super fast customer service response to clients information requests making data immediately available, including e-mailable pdf and spreadsheet formats.
- Fixed fees - We agree fixed fees with you Transparent - Our fees are transparent No 6-minute clock - We do not have a six minute clock ticking No surprises - There will be no surprises for you Flexible approach - Any work required out of scope of our Agreement will be agreed with you beforehand We continuously strive to improve our processes and manage our costs
- Service Excellence - Proven track record for service excellence and responsiveness Consistent / One team - Consistent service through one team Measurable SLA’s - Agreed realistic, measurable SLA’s Assignee feedback External independent customer service feedback annually Regular review meetings
- NO: Do not accept commissions and referral fees Our fees are fixed and transparent – no 6 minute clock for ancillaries Do not use voicemail during office hours WHAT YOU WILL GET: An established, highly motivated, experienced team You know who you are dealing with Highly responsive and flexible Fixed fees - We agree fixed fees with you Transparent - Our fees are transparent No 6-minute clock - We do not have a six minute clock ticking No surprises - There will be no surprises for you Flexible approach - Any work required out of scope of our Agreement will be agreed with you beforehand We continuously strive to improve our processes and manage our costs
- What our clients say about us? A selection of quotes from our clients, regarding services received from IPM. You get to speak to who you want to quickly - “If I have an issue, I want to be able to address it within an hour or two. At IPM you get to speak to who you want to quickly.” Responsiveness - “Their key strength is their responsiveness – when we had a critical business need our urgent issue became theirs.” They are in tune with our needs - “They are in tune with our needs – we increased our volume with them and they recruited to ensure service levels remained.” IPM provide sensible, practical, pragmatic solutions – “They have a better relationship with tax than some of the bigger agencies – IPM provide sensible, practical, pragmatic solutions.” I don’t see them as an agency, more part of our business – “We work together with them – I don’t see them as an agency, more part of our business.” END OF FORMAL PRESENTATION – QUESTIONS?