The upcoming Workplace Pension Schemes Legislation:

How the mandatory setup of Workplace Pensions will shape the accounting profession from a tax management and payroll perspective (Online)

The below CPE Sessions are being sponsored by APS Bank

Registration Time:09:15
Sessions Time: 09:30- 11:30  No Break

Venue:   Online Webinar

Participation Fees 
MIA Members: €50

Non-MIA Members: €90.00

Retired Members: €25.00

Students: €35.00

Venue:   Online Webinar

Speakers: Session 1 - An overview of the theoretical background

Mr Mark Lamb (APS Bank)
Mr Darran Agius (APS Bank

Mr Bernard Attard  (Partner PwC)

Speakers: Session 2 - Practical Considerations

Mr Jonathan Mifsud (HR Buddy)
Mr Nick Xuereb (CFO at Toly and Vice President of the Malta Chamber of commerce)

BACKGROUND INFORMATION

The session will highlight the pressing need for Accounting Professionals to familiarise themselves with the Pensions Legislation in Malta due to the recent Budget announcement about mandatory set-up of Workplace Pension Schemes via payroll.

SPECIFIC TOPICS TO BE COVERED DURING THE SESSION

The sessions will help members to:

• Enhance their knowledge on the 3 Pillar Pension system in Malta

• Understand Tax Rebates and Tax Offsets

• Identify key areas in Tax Management Practices

• Learn how this legislation effects Payroll

• See a practical example from a Company who already set this up

• Navigate through this mandatory change effectively

Target Audience

CFOs, CEOs, Finance Managers, Tax Consultants, Payroll professionals, Budgeting professionals, HR Professionals, Decision makers, Company Owners

Speakers' Profiles

Nick Xuereb began his career with PwC in 1988 before transitioning to the manufacturing industry in 1999, where he served as Finance Director for Trelleborg for 12 years. Between 2008 and 2013 Nick also served as Chairman of the Gaming regulator, during a period of significant growth in the industry. Notable achievements include playing a crucial role in driving a major restructuring program for Air Malta during his tenure as CFO in 2011. Currently, he serves as Group CFO of Toly Products, a global supplier to the beauty and cosmetics industry. Nick is currently the Deputy President of the Malta Chamber, having been a council member for the past 10 years

Darran Agius is responsible for developing the APS Pension Products business and providing win-win financial solutions for corporate clients through tax efficient employee retention schemes which will ultimately benefit both the employer and the employee. Darran initially joined the Bank in September 2018 as a Private Clients Relationship Manager managing investment portfolios of high-net-worth individuals. He has worked in the Financial Services Industry since 2003 across different segments namely Commercial Insurance, Personal Credit, Corporate Credit, Branch Management, Investment Advice and Pensions. Along this journey, he joined First Insurance Brokers as a Commercial Insurance Broker in 2003. In 2006 he moved to HSBC gaining a year’s experience at one of their Branches before becoming a Commercial Banking Officer where he learned the ropes of Corporate Credit. In 2011 he was appointed Customer Relationship Manager at Mediterranean Bank; eventually he furthered his career as a Branch Manager at Sliema Branch. He successfully obtained the Financial Advise License from the MFSA in 2012 allowing him to contribute to the Wealth Solutions Team that helped convert the Bank’s operations from a savings to an Investment Bank in 2015. Darran holds a Bachelor of Commerce degree from the University of Malta, Bsc (Hons) Financial Services degree from the University of Manchester and an Msc Human Resource Management and Development Masters degree from the University of Leicester.

Bernard Attard joined PwC Malta in 1998 after graduating in Bachelor of Accountancy Hons. from the University of Malta. He was admitted to the partnership in 2011. During his years with the Firm, he has been involved in various tax and related assignments both internationally and locally for clients in a wide variety of industries and sectors. In 2007, he was seconded to the International Tax practice in Berlin.
Bernard addresses various technical seminars and conferences and lectures in Tax Law at the University of Malta. He is also a member of the Tax Committee of the Institute of Financial Services Practitioners of Malta.
Bernard has been involved in various forums in relation to pensions, their sustainability and reform in Malta. Furthermore, Bernard leads the Private Clients practice at PwC Malta, which also focuses on the various aspects of pensions.

Mark Lamb: With over 25 years financial services experience Mark is qualified and authorised by the MFSA to provide Investment, Pensions and Insurance advice and in 2018 he was approved by the regulator to act as a Portfolio Manager. Mark is a Member of the UK’s Personal Finance Society and Chartered Insurance Institute.
Prior to relocating to Malta in 2003, he had worked for the UK’s largest provider of pensions and then as an Independent Financial Advisor for one of the UK’s longest established advisory firms. In Malta, Mark has previously held the position as Director of a boutique Investment Advisory firm, the Head of Life Department for a local Insurance Company and the Head of Investment Services for one of Malta’s largest financial advisory groups. For over 5 years he was also a weekly business columnist for the Malta Today newspaper.
As APS Bank’s ‘Pensions Champion’ Mark’s role is to develop, lead and promote the bank’s Pensions offering to commercial enterprises, individuals and to the wider public.

Jonathan Mifsud has been working in payroll since 2017. Holding a Masters’s Degree in Intelligent Computer Systems, he has applied the knowledge gained in tech, within the payroll industry. Helping hundreds of businesses and multiple bureaus to run payroll accurately and more efficiently than ever before.
Jonathan has been a regular contributor to various media, having been published in the XU Magazine, the Times of Malta and “The Accountant” (Maltese publication). He has also appeared as a speaker multiple times for the Malta Institute of Accountants and delivered multiple payroll courses.

EVeNT CPE COMPETENCies

4 Professional

WEBINARS TERMS AND CONDITIONS

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