Payrolling of Benefits for Payroll Providers
A live virtual workshop for payroll providers preparing clients for mandatory payrolling of benefits from April 2027.
- Thu, 12 November 2026 at 13:00 (UK time)
- 3h 30m
- Presented by Kevin Waller
- Microsoft Teams
- Book by Sun, 8 November 2026 at 09:00
- 8 places left
Payrolling of benefits is moving to real-time reporting in phases from April 2027. This practical live virtual workshop is designed for payroll providers, bureaux, managed payroll teams and advisers who need to prepare multiple client employers for the change.
The focus is not simply on the calculation. You will work through how to build a controlled, scalable client service: obtaining reliable benefit data, defining client and provider responsibilities, managing mid-year changes and leavers, pricing the work appropriately, and rolling out across a client portfolio.
What you will cover
• The phased change and the technical essentials for client conversations
• Periodic values, in-year changes, leavers, low/no pay and late data
• Client/provider responsibilities, data standards, cut-offs and evidence
• Standard service boundaries, mobilisation work, enhanced work and fee triggers
• Client segmentation, pilots, implementation waves and quality assurance
• A practical multi-client case study and 30/60/90-day provider action plan
Who should attend
Payroll bureau owners and managers; client payroll managers; payroll implementation and operations teams; commercial and client-service colleagues; accountants and advisers supporting employers.
What is included
Live virtual delivery, interactive breakout activities, a learner workbook, a practical case study, calculation and leaver guidance, and reusable client-service templates for readiness, responsibilities, data cut-offs, fee variations, rollout tracking and exceptions.
Virtual format
1:00pm - Welcome and provider opportunity
1:15pm - Technical essentials and exception handling
1:40pm - Client service, responsibilities and data
2:15pm - Short break
2:25pm - Fees, scope and service design
2:55pm - Multi-client rollout and governance
3:25pm - Integrated case study
4:10pm - Actions, questions and close
4:30pm - Finish
This is a live online event. Joining details will be sent to registered delegates before the workshop.
Important information
Content reflects the guidance available at the date of delivery and is for training and operational planning. It is not client-specific tax, legal or contractual advice.