Charities and Pensions
This half day course is designed to introduce the Mercia Specialist Assignments Manual (SAM) documentation and procedures to members of staff who are new to the Mercia system and who need to use it in practice. The course will also be useful for existing users who would like to learn how to use the documentation as effectively as possible.
On completion of the course, participants will understand the documentation and how to use it in practice. Participants who have previously used alternative systems will be converted to, and aware of any differences in, the approach of the Mercia SAM. The course will cover the important procedures and identify which are mandatory and which can be amended in certain circumstances.
Content
- Outline of the structure and content of both the charities and pensions specialist assignments manuals
- Overview of the non-audit sections of each manual
- The planning and completion processes and related documentation
- How the audit programme works
- Electronic creation of tailored packs
Participants
All partners and staff who are involved in charity and / or pension scheme assignments and who are new to the Mercia manuals. It will also be useful for long-standing manual users who want a refresher.
Please note that a basic knowledge both of audit procedures and the regulatory background of the charities and pensions sector is assumed so this course is not ideal for new recruits with no previous experience.
Costs
£100 plus VAT per participant with a 10% discount for full members*.
No refund will be made when cancellation is received less than 14 days before the date of the course. All cancellations must be in writing.
*A member is a firm who pays an annual subscription (based upon the size of their practice) to belong to a Mercia training group. This does not include firms who buy season tickets. For further information please contact Liz Coates.
