IMPORTANT NOTE : All these forms need to be completed in the name of the person who is in receipt of the Direct Payment/Personal Budget/Health Budget Funding, and when this is a child, in the name of the parent or guardian responsible. 

Welcome to Barrie Bookkeeping & Payroll Solutions Ltd payroll and pensions administration service. The following forms have been put together as simply as possible to enable you to understand and complete them. There are quite a few forms but the details are essential to ensure your payroll and pension scheme are set up correctly. Once we have all the information you can be sure that we will be able to manage everything smoothly for you. 

There are step by step instructions inside but if you need any help, or have any questions, just give us a call FREE on 0800 599 9353.

Pre-paid Debit Cards

If your local authority has provided you with a debit card to receive your funding then it is possible that we may have to arrange to collect funds from you in a slightly different way, depending upon which card you have. 

Some cards will allow us to set up a Direct Debit instruction so that we can collect the wage payments for your carer(s) using our standard method. With the consent of the relevant Local Authority, other card providers can allow us to collect the wage payments automatically by allowing us third party access to their online services (see 2.4.3 in our terms and conditions).

If you have a card and are unsure about how it will work, then please give us a call on 0800 599 9353 and we will let you know which payment option is suitable and get everything set up for you. 

Over the next few pages, we outline our promise to you. This explains what you can expect when you deal with us, from our great service to our focus on all aspects of customer care. We also outline our charges, so you know exactly what you are paying for. 

Once you have read this section, please sign where indicated to confirm you are happy with what we are offering, and that you would like to use Barrie Bookkeeping & Payroll Solutions' services.

Please sign this part of the document on page 18. We will send a copy of the agreement to you when we do your first payroll calculation. 

On the following form we simply need your basic details so we know who you are and can set you up as an employer with HMRC. You can also let us know the best way to get in touch with you. There are forms later in the booklet for you to give us details of your PA(s).

Auto Enrolment Workplace Pension Scheme

As a new Employer you will be required to provide a workplace pension for your PA/Carer no later than 1st February 2018. Set out below are the dates which you must have a pension scheme in place:

Date You First Employ your PA/Carer

Date you must have a workplace pension by                                       

 Between 1st October 2016 & 30th June 2017

1st January 2018

Between 1st July 2017 & 30th September 2017

1st February 2018

After 1st October 2017

Immediately                                              

Your Pension Scheme Options

The good news is that you have no need to worry about providing a pension scheme as we can take care of all the requirements for you. Our pension administration service will ensure that you comply with all your statutory responsibilities, including:

  • All statutory communication with all your staff.

  • Setting up your compliant workplace pension scheme, including filling in your declaration of compliance with The Pensions Regulator.

  • Assessing your workers and enrolling them in to a compliant workplace pension scheme. 

  • Calculating pension contributions and paying them over to your scheme provider. 

All you need to do is choose a Workplace Pension Provider from the list set out below. (We have also included the current charges so that you are clear on how much each provider will cost).

 

 

 

BBPS Charges

 

Provider Charges

 

Provider

Initial Set up

Annual Charge 

Initial Set up

Annual Charge

NEST

£30

£30

Free

Free

Peoples Pensions

£75

£75

£600

Free

 

If you do not specify a particular provider, we will use the NEST Pension solution as your default workplace pension scheme provider. If you would like to use any other pension provider, please let us know. Our charges for processing files for any other provider are available upon request. 

If you are in any doubt about which provider to choose we strongly advise you to seek independent financial advice from a professional advisor. 

EMPLOYEE DETAIL FORM 

This form is for you to give us details of your Carer/PA, who is your employee. We need a form for EACH of your Carers, together with a P45. If your new Carer(s) does not have a P45 to give you, they will need to fill in the Starter Checklist which you must complete, along with their Employee Details form. Without a P45 or Starter Checklist they may pay more tax than they should, so it is very important to make sure we have one or the other. 

Please enter your name on the first line of this form. (i.e. the person who is receiving Direct Payments, Individual Budgets or any other funding) and complete the agreed hourly rate section.

The rest of the form should be filled in by your chosen carer.

If your chosen Carer does not have a P45 form, they should complete the Starter Checklist on the next page. If they do have a P45 form, please ignore the Starter Checklist on the next page. 

Carer's Details:

I confirm that the details given are correct. If bank details are completed I can confirm that this is the bank account I wish to have my salary paid into, I understand that this is subject to the contractual agreements between Barrie Bookkeeping & Payroll Solutions Ltd and my employer. If emergency details are completed I authorise Barrie Bookkeeping & Payroll Solutions to hold these details on file and release them to my employer at their request.

STARTER CHECKLIST

Employee's Personal Details

You need to select only one of the following Statements

Employee Statement

Do you have a Student Loan which is not fully repaid and all of the following apply:

You have left a course of higher education before last 6 April.

You have received your first student loan installment on or after 1 September 1998.

Please complete this form if you have more than one Carer. If you have only one Carer and have already completed their details, please simply scroll to the bottom of this page, and click NEXT. 

Carer's Details

I confirm that the details given are correct. If bank details are completed I confirm that this is the bank account I wish to have my salary paid in to. I understand that this is subject to the contractual arrangements between Barrie Bookkeeping & Payroll Solutions Ltd and my employer. If emergency details are completed I authorise Barrie Bookkeeping & Payroll Solutions Ltd to hold these details on file and release them to my employer at their request. 

Please complete this form if you have more than one Carer. If you have only one Carer and have already completed their details, please simply scroll to the bottom of this page, and click NEXT. 

STARTER CHECKLIST

Employee's Personal Details

Employee Statement

Do you have a student loan which is not fully repaid and all of the following apply:

  • You have left a course of higher education before last 6 April
  • You have received your first student loan installment on or after September 1st 1998.

Once you have completed all relevant fields, you can now submit the form below. Once you click 'submit' you will be redirected to the Managed Fund Agreement, which you must only complete if you are using a fully managed account.

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