A deep dive for experienced professionals looking to refine their understanding and implementation of Salary Sacrifice schemes. Designed for those already familiar with the fundamentals, this advanced session focuses on the end-to-end process of scheme delivery, offering practical insights, expert-led guidance, and actionable strategies to help you build competitive and compliant solutions for your clients.
Who should attend?
- Delegates who already have a good knowledge and understanding of how Salary Sacrifice works, and the fundamental considerations when discussing the product with a customer.
- Delegates who are involved, not just in the sale and marketing of Salary Sacrifice, but also in the implementation of the scheme – from the point of award right through to launch.
- Delegates who may have already attended the BVRLA Salary Sacrifice course.
Course Content
- Review of key principles and considerations of Salary Sacrifice – from original Salary Sacrifice course
- Detailed examination of the process steps to successfully implement a Salary Sacrifice scheme
- What to cover in an implementation kick-off meeting
- Stakeholder engagement
- Agreeing Scheme eligibility rules
- Consideration of pre-existing employee benefits (and the prioritisation of them alongside a Sal Sac scheme)
- Scheme design
- Scheme paperwork the client will require
- Use of external suppliers (e.g. motor insurance, risk protection cover, dealers, ChargePoint providers)
- Scheme quoting portal
- What it needs to show
- Process flow for a driver generating a quote
- English vs Scottish tax rates
- Payroll set up
- Integration of Motor Insurance provision
- Allowing vehicle extras
- Potential impact on vehicle Co2 (and therefore BIK for a PHEV)
- Logistics of including in a quote
- Scheme admin – where will this be and who will be responsible for it?
- Allocation of Employer NIC savings
- Risk protection for scheme leavers
- Parental Leave and Long-time sick considerations
- Facilitating contract amendments
- Impact of future tax changes
- Scheme launch
- Driver communications
- HR/Driving for work policy
- Scheme sign off prior to launch
Learning Outcomes
By attending this advanced Salary Sacrifice course, delegates will:
- Refresh, update and elevate their existing Salary Sacrifice understanding.
- Develop a detailed end-to-end process for implementing a Salary Sacrifice scheme for an end user client.
- Understand where and how they will be able to tailor their scheme to remain market competitive or achieve points of differentiation.
Trainer
Jon Burdekin has over 30 years’ experience in the UK leasing and fleet finance industry, having previously worked for such major leasing companies as Alphabet GB Ltd and GE Capital Fleet Services. His 15-year career with Alphabet incorporated roles as, Head of Account Management, Head of Consulting Services and Head of Product Management as well as leading the consultancy division to add key value differentiation and technical innovation (including leading their Salary Sacrifice proposition).
Client relationships that Jon had direct responsibility for included McDonald’s, Shell, Oracle, Royal and Sun Alliance, Royal London Mutual Assurance and the BBC. By managing such large clients, he has gained extensive knowledge in the sale and implementation of Salary Sacrifice schemes to large corporate clients.
A subject matter expert in the adoption of electric vehicles into company fleets – either through traditional company cars or via Salary Sacrifice, Jon also has deep levels of knowledge in the tax efficient principles underpinning low and zero emission vehicles.
Duration
9.30am - 3.30pm
Costs
*Book your spaces 2 weeks or more in advance of the course date and receive a £100 discount on the course fee*
Member Fee £329 + VAT (Full Price £429 + VAT less than 2 weeks before the course date)
Non-Member Fee £529 + VAT (Full Price £629 + VAT less than 2 weeks before the course date)
Have you thought about this course 'Driven by You'?
Cancellation Policy
Requests for cancellation of a training course booking must be received in writing via email to [email protected] for the attention of the Learning and Development Professional. Requests for cancellation received more than 30 days prior to the course start date incur an administrative charge for the processing of the refund at the rate of 25% of the course fee. Requests for cancellation received more 15-30 days prior to the course start date incur an administrative charge for the processing of the refund at the rate of 50% of the course fee. There is no refund on cancellations made 14 days or less prior to the course start date as there is an impact on other delegates who have booked to attend and could result in the course being cancelled overall.
Postponements
Postponement of attendance from one course to a later course can be requested in writing as per the cancellations policy above to training @bvrla.co.uk. Requests to postpone more than 30 days prior to the course start date will incur an administration charge of £35 + VAT. Requests to postpone more 15-30 days prior to the course will incur an administration charge of £70 + VAT. Requests to postpone 14 days or less prior to the course will be treated as a cancellation, with no refund payable.
Substitutions
You can request the substitution of a delegate for another in writing as per the cancellations policy above to [email protected]. There is no charge for this. Requests for substitution must be made no later than one business day prior to the scheduled course start date.
Please note that photographs and/or footage will be taken throughout this training course. These will be used by the BVRLA for marketing and publicity in our publications, on our website and social media platforms.
If you would not like to be included in any photographs or footage please let us know by emailing [email protected].
