ipm global mobility corporate presentation

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Corporate profile A helping hand for Companies working in the global market place Our purpose is to help HR professionals manage their assignments. We understand how complex this can be, and how much time and effort, care and attention, are necessary. We also understand how many other challenges these professionals face, as they become increasingly involved in managing and driving change in their organisations.

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Page 1: IPM Global Mobility Corporate Presentation

Corporate profile

A helping hand for Companiesworking in the global marketplaceOur purpose is to help HR professionals manage their assignments. We understand how complex this can be,

and how much time and effort, care and attention, are necessary. We also understand how many other

challenges these professionals face, as they become increasingly involved in managing and driving change in

their organisations.

Page 2: IPM Global Mobility Corporate Presentation

So what does this mean?

Global Mobility is the movement of employees from one country to

another, to fulfil a role for a temporary or defined period of time.

The intention is for the employee to subsequently return to their home

location (or be re-assigned to another location). International transfers

are also forms of global mobility, but these tend to be permanent

transfers (i.e. the employee ceases to be employed by the home

company) and are generally treated as international relocations.

Global mobility/assignments can range in length, and although there

are general principles they are ultimately based on company policy.

An introduction to

Global Mobility

Page 3: IPM Global Mobility Corporate Presentation

Why companies invest

in global mobility

In order to strategically respond to business need, companies must be able

to move the right people to the right place at the right time. The global

mobility programme can provide powerful reinforcement of the business

strategy/overriding people strategy.

Local Skills shortage - Provide specific skills not

available in host location

Personal request - E.g. to follow spouse, where this

aligns with business need

Cross border project - To assist with a project for a

limited period

Knowledge transfer - Emerging market, building

new office, manage acquisition, train/develop local

employees, knowledge/process/skills/technology

transfer

Professional development - International career

development and experience

Drivers for Global Mobility

Page 4: IPM Global Mobility Corporate Presentation

What do we do?Providers of Global Assignee Management Solutions

Services

Our services are enabled and supported by our

proprietary software and technology tools. Experience

tells us that this service delivery model enables the IPM

Global Mobility client service team to focus on client

needs and agenda, while developing a strong working

relationship with their stakeholders.

Page 5: IPM Global Mobility Corporate Presentation

Our global HR servicesProviders of Global Assignee Management Solutions

Page 05

Risk Analysis and MitigationTime spent on remuneration calculations can be

excessive. We will ensure you are compliant in all

aspects of tax, social security and immigration.

Compensation and RemunerationTo manage your international assignment costs, you

need precise information to calculate fair, consistent

expatriate compensation packages.

On-going management & supportYour need for support doesn’t stop after expatriation. We

are there to support you and your assignees for the duration

of the assignment.

Consultancy and Advisory ServicesYou can be confident through our services that you have up-

to-date polices. We will support you with the challenges of

your global mobility strategies.

Assignment ManagementOur bespoke services and technology tools give you the

flexibility to plan and manage a wide range of assignment

types – from long to short term.

Repatriation & reassignmentEfficient repatriation helps the assignee and their family

reintegrate back into their home country. This supports a

positive outcome to the assignment.

Technology & database managementOur tools are available every step of the way, thereby,

reducing time spent on individual actions, ensuring process

efficiency and enabling total control.

Tax Returns As part of our service offering, we can instruct and manage

the home and host country tax return service as part of our

normal service offering.

Page 6: IPM Global Mobility Corporate Presentation

Measures of success and RoIProviders of Global Assignee Management Solutions

Page 06

01. Compliance

Immigration and Tax authorities

worldwide take a close interest in

globally mobile employees as

they are seen as an easy target for

non-compliance.

02. Home & Host country

tax and social security

Due to non-compliance the costs can

be very significant in terms of unpaid

Tax and Social Security (both home

and host countries) as well as the

fines and penalties that will be

imposed.

03. Immigration

Failure to meet Immigration

requirements may result in

deportation. In both cases corporate

reputation can be damaged

irreparably.

04. Retention &

development of

employees

It is essential to ensure that

international assignees are

sufficiently trained to get the

most out of the benefits advancing

the individual’s career, but to also

add value to the organisation.

Page 7: IPM Global Mobility Corporate Presentation

Who are our people?Providers of Global Assignee Management Solutions

Our team

Within the IPM Senior Management Team of four, we

boast over 100 years worth of combined experience in

Expatriate Taxation, International Payroll and Global

Mobility management.

Our remaining employees come from Expatriate

Taxation, Payroll, Global Mobility and Process

Management backgrounds. We enhance and develop

this talent with formal and informal training both –

external and internal.

Page 8: IPM Global Mobility Corporate Presentation

Managing Director Compliance Director Regional Director Strategic Director

Alan Bentley

Alan joined IPM in 2004 as

Managing Director. He is

highly experienced in HR at a

senior level including

international and executive

compensation for local

nationals, expatriates, and

third country nationals.

Anna Di Pasquale

Anna joined IPM in 2003.

Anna has extensive experience

in international HR and

provides services to several

clients who between them have

assignees in more than 20

countries.

Julie Buchanan

Julie joined IPM in March

2013. She has been providing

expatriate employee tax

advisory and compliance

services for twenty-three

years. Eleven of these were

with one of the Big 4

accountancy firms.

Scott Niven

Scott joined IPM in 1997. He

manages full out-sourced

expatriate administration

services for an extensive

portfolio of clients, both UK

and overseas, whose assignees

are spread around the world.

Your dedicated account teamProviders of Global Assignee Management Solutions

Page 08

Page 9: IPM Global Mobility Corporate Presentation

Alan

Bentley

Ensuring your company

is fully compliant,

and your assignees and

their families arrive at

their new destination

relaxed, prepared,

and ‘ready to go’.

We employ professionals who can

match their technical knowledge with a

real passion and natural ability to

build friendly relationships with clients,

HR teams and assignees. We have

been successfully helping our clients

with their overseas assignments for

over 20 years. Therefore, we have a

thorough understanding of the key

challenges facing you with your global

mobility programs. I am immensely

proud of the whole team, their

expertise, and their dedication to

deliver outstanding high-touch service

and advice to all of our clients and

their assignees

Managing Director ”

Page 10: IPM Global Mobility Corporate Presentation

Who are we?Providers of Global Assignee Management Solutions

About us

IPM Global Mobility Limited (IPM) was established in

1995. We work in the international HR sector, providing

specialist HR, Tax and Relocation services and

management tools to businesses which employ people

who are assigned to work overseas.

Page 11: IPM Global Mobility Corporate Presentation

An extension of

your HR Team

We value the relationships we have with

our clients and we like to see ourselves

as an extension of our clients’ HR teams,

not just a supplier like everyone else.

This helps us understand our clients’

needs effectively and identify where we

can support and guide them in the best

possible way – providing strategic input

whilst providing effective management

of our clients’ GM programme.

Network service

providers

We will utilise the network of service

providers which we have established

over many years of providing global

mobility services across the board.

This network has been created by

sourcing the best in the fields of

immigration, freight, relocation and

destination service providers, so that

individual client requirements can be

matched to the best suited provider.

Assignees are

people, not numbers

Our high quality, high touch, responsive

service, gives you the confidence that

you and your assignees will be

supported at all times.

Relocating for an international

assignment can be a stressful time; we

help manage the transition from home to

host country by guiding all parties

through the entire process, to minimise

the impact on the assignee and their

family.

Our USP’sProviders of Global Assignee Management Solutions

Page 11

Page 12: IPM Global Mobility Corporate Presentation

How do we do it?Providers of Global Assignee Management Solutions

Page 12

Partnership

We pride ourselves on our ability to

nurture and develop strong

professional networks of like-

minded organisations, who share our

ethos and with whom we can work

to provide a seamless service to our

clients.

Contracts

We have signed contracts with all

of our clients and work under strict

SLAs. Notice periods are

contractually provided for and

renewal terms are also stipulated.

Fees

IPM is able to offer competitive fees

to our clients. This fee structure

reflects our nimble, low cost

operating model, where IPM does

not carry the expensive overheads

of London or other capital city

based organisations.

Services

We have a proven track record

demonstrating an ability to identify

cost savings and manage risks

across such a programme. We

manage every aspect.

Technology

Our highly effective service delivery

processes are supported using our

internal database. From this source

we provide management reporting

capability across all aspects of the

assignment data which we hold.

Our people

As an organisation we have a set of

values which are fundamental to

everything that we do - our people

act with integrity and respect, and

build effective long-term client

relationships based on doing the

right thing.

The success of our service

We have the breadth of

service offerings that a

global organisation

requires when it is

looking to for a supplier

to support its GM

programme in its

entirety.

Page 13: IPM Global Mobility Corporate Presentation

01Specialist

skillsIt was acknowledged by a number

of interviewees that we offered a

unique and valuable service which

they could not do in-house as cost-

effectively (if at all). In addition, the

specialist skills of some of the key

staff were highly valued.

02Friendly

and helpful The strength of relationship with the

account manager was a key

attribute and one of the most valued

aspects of the service. As before,

there were many mentions that our

team felt like part of the client’s

team.

04Excellent value for moneyBuilding on the ‘bespoke’ theme, there

was another positive comment relating

to the way in which our fees were

structured, enabling the clients to

select the aspects of the service most

relevant to their business needs.

03Speed and

flexibility of

responseThere were many comments praising

our responsiveness and speed to

answer the clients’ questions. It was

clear that the respondents valued

having a named contact dedicated to

their account.

Our Clients

We provide a high touch, personal service which ongoing client feedback, undertaken by an

external auditor confirms as being of an excellent standard. This gives us a true reflection on

our work and honest feedback as it is completely un-biased.

Page 14: IPM Global Mobility Corporate Presentation

"We are an international company based in the UK and north-eastern US with an expat

population of 25/30 assignees at any one time. We and IPM Global Mobility have enjoyed a

close working relationship for twelve years and we are very much ‘one’ team, with IPM offering

top class administration support. They offer a high touch, professional, reliable Service, are

very approachable and a joy to work with.“

Global Mobility Manager, FTSE 100

Page 15: IPM Global Mobility Corporate Presentation

Where we areProviders of Global Assignee Management Solutions

Page 15

ENG/SCO/CPHIPM has EMEA operations in Peterborough, England; Aberdeen, Scotland; and Copenhagen, Denmark. Our physical

presence is in Europe currently but through the service providers that we use, and the way that our services are

structured, we are able to service our clients’ global requirements wherever they arise.

We are financially independent from these providers, so make our selection based purely on the best fit for individual

client needs. Operating collaboratively in this way means that IPM is represented across the globe. This ensures that our

clients receive the local support which their employees require while benefitting from centralised management of their

Global Mobility programme. At any one time, we are managing assignments in some 50 home and 60 host countries. In

this way, we are able to manage a high percentage - and with some clients, a majority - of non-UK touch assignments

currently.

Page 16: IPM Global Mobility Corporate Presentation

Contact us

Enabling companies to manage their global

mobility programme, within budget while

ensuring compliance across the board.

[email protected] ipmglobalmobility.com +44 (0)845 458 5643