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:13:15
Sessions Time: 13:30- 15:30  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 - The proposed key features, Tax management considerations & a practical example from the public sector

Mr Darran Agius (APS Bank)

Mr Steve Ellul (CEO, Infrastructure Malta)

Mr Kenneth Genovese (APS Bank)

Moderated by Mr Mark Lamb (APS Bank)

Speakers: Session 2 -The evolution of Occupational Pension Schemes in Malta, Payroll considerations & a practical example from the Private Sector

Mr Michael Agius (Director - Tax Advisory, Grant Thornton)

Mr Ray Bonnici (Chief People Officer, APS Bank)

Mr Jonathan Mifsud (HR Buddy)
Moderated by Mr Mark Lamb (APS Bank)

BACKGROUND INFORMATION

The session will be an update from last year’s session where over the past year major developments have taken place with a consultation paper being issued with the proposed workplace auto-enrolment framework legislation which is now in its final stages before launch. There is a key need for Accounting Professionals to prepare and familiarise themselves with the upcoming changes to help them navigate them effectively.

SPECIFIC TOPICS TO BE COVERED DURING THE SESSION

The sessions will help members to

• Learn the key features of the (proposed) legislation

• Understand Tax Rebates and Tax Offsets

• Identify key areas in Tax Management Practices

• Be informed how companies ahead of the game are benefitting

• Learn how this legislation effects Payroll

• See practical examples one from a Private Company and also a Government Entity who already set a scheme up

Target Audience

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

Speakers' Profiles

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.

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 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.

Kenneth Genovese is the Head of Investment Distribution at APS Bank, overseeing investment advisory, wealth management, high net worth client services, bancassurance, and the distribution of occupational and personal pension solutions. With extensive experience in Malta’s financial services sector, he drives client focused innovation and ensures strong regulatory alignment across all investment channels. Kenneth is recognised for his collaborative leadership, commitment to responsible investing, and contribution to industry development. He has also lectured on several MBA topics over the years and participated in conferences, supporting the academic and professional growth of emerging business leaders and promoting greater financial literacy and long term savings awareness.

As APS Bank's Chief People Officer since 1 June 2020, Ray Bonnici is responsible for Human Capital, Career Development and Employer Branding & Succession Planning. Ray initially joined the Bank in October  2016 as Head of Human Capital. He comes from a diverse and international private sector background, marked by a 10-year spell in the airline industry, where he worked for KLM, Swissair and Sabena in Malta and overseas. Following this period, he joined Hili Group in 1996 and was a key element in setting up their Group HR function. In 1999, he moved to Hilton Hotels International as Director of HR for Malta, re-joined Hili Group in 2008 as Director of HR, forming part of a team responsible for the acquisition of the Development Licence for McDonalds in the Baltics, Greece and Romania. Raymond holds a B.A. in Youth and Community Studies from the University of Malta.

Michael Agius is a Partner and Head of Tax, Wealth Management & Family Offices at Grant Thornton Malta. He advises private clients, family offices, and international businesses on Maltese and cross-border taxation, wealth structuring, global mobility, and succession planning.
His experience spans a wide range of industries, including private wealth, corporate groups, financial services, asset management, gaming, real estate, and intellectual property. Michael also works closely with clients on trust and fiduciary arrangements, regulatory considerations, and long-term family governance strategies.
In his leadership role, Michael oversees the firm’s tax advisory and family office service lines, coordinating with Grant Thornton’s global network to support clients with multi-jurisdictional operations and cross-border planning requirements.
Michael is a Fellow of the Association of Chartered Certified Accountants (FCCA) and holds the Advanced Diploma in International Taxation (ADIT). He is also a member of the Malta Institute of Accountants and the Malta Institute of Taxation.

Steve Ellul is the CEO of Infrastructure Malta, the national agency responsible for developing and maintaining Malta’s maritime and road infrastructure. A seasoned investment manager and Chartered Financial Analyst (CFA), he has been a leading advocate for ESG-driven business models in Malta.
Previously, Steve served as CEO of Project Green, and a lecturer at the University of Malta. He is also a director at the Malta Development Bank.

EVeNT CPE COMPETENCies

4 Professional

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