About the CIPP’s Friends of AE, , and PAPDIS Andy Agathangelou Andy Agathangelou Founding Chair, The CIPP’s Friends of AE Chair, Pensions BIB Westminster Employment Forum, 9 December, Sixty One Whitehall. Westminster Employment Forum, 9 December, Sixty One Whitehall.
About The CIPP’s Friends of AE b h ’ i d f • Launched on 16 January 2014 Launched on 16 January 2014 • The CIPP is a “not-for-profit” with a very strong CSR agenda • We believe that making AE a success is an important step towards solving the pensions crisis in our country and we want to support the AE Programme as much as possible • Friends of AE is: • Friends of AE is:- – A discussion forum – A networking group – A mechanism through which employers can find solutions – A collaboration catalyst – A team of task forces! – A team of task forces! 2
Free Membership of Friends of AE b hi f i d f • Friends of AE is open to any organisation at no cost that:- • Friends of AE is open to any organisation, at no cost, that:- – wants to help AE become a success (or not be a disaster!) – is comfortable working collaboratively – has a pragmatic, action-orientated approach • This includes employers that have already staged – What pre-staging experience do you have that can be shared? What pre staging experience do you have that can be shared? – What post-staging problems have you encountered? • And of course employers that are yet to stage – What problems are you experiencing? – How can Friends of AE help you? 3
About being a Friend of AE b b i i d f • We work to the principle of Enlightened Self Interest – A philosophy in ethics which states that persons who act to further the interests of others (or the interests of the group or groups to which they belong), ultimately serve their own self interest – It has often been simply expressed by the belief that an individual, group, or even a commercial entity will "do well by doing good" • We want Friends of AE to: ‐ We want Friends of AE to: – Consider the “bigger picture” as well as their own perspective – Share knowledge, experience and best practice – Operate in a pragmatic, action ‐ orientated way – Work together to tackle “capacity crunch” issues – Lobby for positive improvements, if necessary obby o pos t e p o e e ts, ecessa y – Be practical not parochial 4
Staging profile (volumes of employers) g g p ( p y ) V Very large volumes l l staging from Q4 2015/16 c 110k Source: The Pensions Regulator
The Friends of AE Steering Committee Martin Freeman, Capita Employee Benefits Leader of the Capacity Crunch Early Warning System Task Force Steve Preston, AE Sales Manager, The Pension Administrator Leader of the AE Directory Task Force David Rich, CEO, Accurate Data Solutions Ltd Leader of the CIPP Guide to Data Readiness Task Force James Markham, Managing Director, SBC Systems Leader of the Interoperability Task Force Liz Cole, Manager, Law, Ins’vy & Pensions, The ICAEW Helen Coulson, Director, 7plc Strategy Implementation Leader Jeremy McGahan, Managing Director, Financial Satnav Pension Provider Liaison, Special Project William Finch, 3 rd Party Interface Consultant, The People's Pension Ed Holt, Director, HISL Head of Governance Alex Rowson, Technical Director, QTAC Solutions Ltd PAPDIS Liaison Vickie Moss, Associate Director of Marketing & Membership, CIPP Leader of the FoAE Website, Special Project Henry Tapper, Founder, Pension PlayPen & Director at First Actuarial H T F d P i Pl P & Di t t Fi t A t i l H Head of National Campaigns d f N ti l C i Ronnie Wainwright, Head of Marketing & Events, Avensure Ltd Membership Growth Officer 6 Mark Evans, Managing Director, Lighthouse Group Leader of the Best Practice in the Regions, Special Project
Region Co ‐ Chairs Bristol Steve Brice of Lansdowne Place & Rob Lovell of Accounting Web Cambridge/Norwich/I Helen Coulson of 7Plc & David Rich of Accurate Data Solutions Ltd pswich Leeds Owen Williams of Cascade HR & Trevor Best of Corpad Birmingham David Skinner of Arthur J Gallagher & Dominic O’Brien of Jamieson Christie Manchester Zoe Colver of Iris Software Group, & Vacancy Glasgow Carolanne McFadyen of Ceridian & Vacancy Edinburgh Keith Bell of KBC & Ronnie Morgan of Royal London Newcastle Julie Lewins of Balfour Beatty Worksmart & Rob Perkins of You at Work Liverpool Philip Daniels of Mazars Employee Benefits & Vacancy Nottingham Nottingham Nick Boyes of 2020 Trustees & Rich Cooper of Jamieson Christie Nick Boyes of 2020 Trustees & Rich Cooper of Jamieson Christie Belfast Joanna Dunn of NI Water & Vacancy Brighton Fiona Hill of AFH Payroll & Tim Jones of IEP Financial Southampton John Le Poidevin of Enrol My Staff & Mike Weaver of Solutions4AE 7 London Brett Smith of Broadstone & Vacancy
Regional expansion for 2015 i l i f • If the 2014 Regional expansion strategy works, we can adopt g p gy , p a similar approach for 2015 to help SME’s & Micro’s Sheffield Basingstoke York Mansfield Warrington Bournemouth Bournemouth Plymouth Plymouth Northampton Northampton Swindon Swindon Grimsby Grimsby Stoke Hull Milton Keynes Reading Telford Leicester Preston Worthing Blackburn Peterborough Wirral Derby Ipswich Burnley Gloucester C Coventry t Ald Aldershot h t C Crawley l H dd Huddersfield fi ld Luton L t Cardiff Wigan Sunderland Oxford Doncaster Bradford Barnsley Southend Wakefield Hastings Bolton Portsmouth Rochdale Blackpool Exeter • Building to brace for “when the asteroid hits” in January 2016! 8
Current Membership • 775+ members • Not a bad start • But it’s just a “drop in the ocean” compared to our potential • 99% of our “target market” doesn’t even know we exist! • For Friends of AE to be truly impactful it should grow to 10,000+ • Presently the majority of members are “industry” P tl th j it f b “i d t ” • In the future the vast majority of members will be employers 9 9
Suggested actions • Friends of AE is a great resource for anybody involved in AE, so: ‐ – If not yet a member why not join? (no cost or commitment) – If there is Region local to you, find out about meetings – If there isn’t a local Region, would you like there to be one? – If you have contacts, would they want to know about FoAE too? • Please contact me through andy.agathangelou@cipp.org.uk 10 10
About PAPDIS ‐ the background • November 2013: The Pensions Regulator + The Department of Work & Pensions held a meeting on “Barriers to AE Success” • It was concluded that: ‐ 1 1. AE would have a substantial operational impact on the market as a whole AE ld h b t ti l ti l i t th k t h l 2. The success of AE was sensitive to the market’s ability to safely, efficiently and routinely transfer vast quantities of data from payroll to pensions 3. Having a free and open data standard that everybody could use, if they wanted to, was a pre ‐ requisite for an efficient, low ‐ cost AE market • Problem: there wasn’t a free and open data standard for AE! • “Necessity is the Mother of invention” • So Pensions BIB set to work on creating one 11 11
About Pensions BIB – the key contributors • A truly pan ‐ industry body, with senior representation from: • The Chartered Institute of Technology’s Payroll Group • The Business Application Software Developers Association • The Electronic Exchange with Government User Network • The Electronic Exchange with Government User Network • The Payroll Software Providers Forum • The Chartered Institute of Payroll Professionals • The CIPP’s Friends of AE • Origo Services • Major Pension Providers including: ‐ • NOW: Pensions • The People’s Pension 12 12
Collaboration is king! • The mission was to create a free and open data standard for AE that people could use, if they wanted to • However, it would be extremely difficult to find consensus as all parties wanted different things parties wanted different things • For there to be any real progress and any chance of agreement there needed to be an approach that was highly pp g y – Collaborative – Collegiate – Cooperative Cooperative • The good news is that all parties were happy to work that way! • As a result, a great deal of progress has already been made… , g p g y 13 13
PAPDIS has already been launched! • The Pensions And Payroll Data Interface Standard (PAPDIS) was launched: – At 3 minutes past 3 – On the afternoon of Thursday 9 th October – On the afternoon of Thursday 9 October – At the CIPP’s Capacity Crunch Conference at Celtic Manor – With Richard Graham MP, Chair, The All Party Parliamentary Pensions Group • It is a free and open data standard for AE that anybody can use, if they want to 14 14
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