arcnews ISSUE 88 | APR-MAY 2017
GEARING UP FOR CONFERENCE
VICKY JOHNSON SETS THE SCENE FOR THE ANNUAL GENERAL MEETING IN MANCHESTER.
arctoday
read more online at arcunion.org.uk
EDITORIAL
Editorial Welcome to arcnews 88. I am not sure who will be the more surprised – members opening it to find me on page 2, or me to find myself here! So the first thing I should do is pass on my best wishes to my predecessor Julie, her husband, and their new baby Dylan. If I am just keeping the editorial chair warm for her, that’s absolutely fine. I am conscious that I will be doing well to produce editorials as thoughtful and thought-provoking as my immediate predecessor, and indeed those by Will Richardson, who Julie followed as editor of this august publication. And while I am in the mood to hand out plaudits, I will also acknowledge the remainder of the editorial team, Josh Flew, Ashley Falla and Eva Branning; plus of course Craig Ryan and James Sparling at Lexographic, whose skill and professionalism turn this disparate collection of ramblings into the professional product it is (and not just that I imagine it to be). As I write this, the Prime Minister has just announced that a General Election will be held on 8 June. So whilst my first thought is to give you all the benefit of my views on the situation, my second thought is to pause so as not to get myself into trouble… All I will say is that I know who I am not voting for, and exactly why! Should any of the political parties include in their manifesto a commitment to treat public servants fairly (and remunerate them accordingly), they will have my open support. I fear, however, that I will scour those documents in vain when they come to be published. Our president, Vicky Johnson, has provided an important update on how last year’s conference motions have been taken forward by committee. She also offers a valedictory to past president Graham Black on his departure to head up Marine Scotland. I was an officer of ARC during Graham’s presidency, and I can endorse what Vicky says about him. As well as guiding ARC through some stormy waters at that time (pun intended) Graham also offered me support on a personal level, and I have not forgotten that. All the best, Graham. You will note that this is a somewhat skinny publication. I can guarantee to you that arcnews 89 will be rather more fulsome, as it will report on ARC’s annual conference to be held in Manchester on 16 and 17 May. This is the most important entry on our calendar, we will carry full coverage on the AGM proceedings, for the benefit of the majority of the membership who won’t be there (and also for the benefit of those who were there, but don’t remember what happened). We will also report, hopefully in less serious mood, on our annual dinner in the Midland Hotel on the evening of the 16 May. Those of you who know me will be surprised that I haven’t commented on the declining fortunes of my football team or mentioned trains (the Midland in Midland Hotel is from the old Midland Railway, whose hotel it once was). Until now that is. Vicky Johnson says more to you about trains. Honest. Steve McFarlane, Deputy Editor arcnews@arcunion.org.uk
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arcnews
APR-MAY 2017: ISSUE 88
FIRST
AGM & Dinner 2017 201 7
Annual General Meeting
All the reports, photos and updates from Manchester will be on the special AGM section on the arc website at arcunion.org.uk/agm2017
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is published by the Association of Revenue and Customs (ARC) 6th Floor, Elizabeth House, 39 York Road, London SE1 7NQ www.arcunion.org.uk President:
Vicky Johnson, 020 7401 5559 President’s Secretary:
020 7401 5573
arcnews
APR-MAY 2017: ISSUE 88
Membership:
020 7401 5590 membership@fda.org.uk Editor:
Julie Lithgo arcnews@arcunion.org.uk Deputy Editor:
Steve McFarlane Team:
Josh Flew, Eva Braniff, Ashley Falla, Craig Ryan, James Sparling
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BOOK REVIEW
Book Review
Ardent Justice Peter Taylor-Gooby Matador| ISBN: 1785899007 Available from Amazon, print and ebook.
I
was intrigued to find a package in my pigeonhole at Leake Street a few weeks ago. It may have been there a while as I’m not really used to checking a pigeonhole. Even back in the 1980s post was sorted for you and delivered to your desk. But I was pleasantly surprised to find this book, with a covering letter and a request to mention it in my blog. Well I’ve decided to go one better and write a review for arcnews, so here goes! Before I start, I should explain
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that Peter is Richard’s brother and Richard still works in HMRC. Peter and Richard’s father and mother were both in the department and the book is about an Inspector who works in London. So there’s history there! The book begins with the inspector (Ade) at a meeting in the city – she is enquiring into a city financier and is defending an assessment that he has disputed. She is thwarted at every turn and becoming quite disillusioned. Running in the background is a story that is never quite told about her mentor, who had an idea to build a formula that will show how the money generated by city financiers goes round in circles, without ever finding its way into a profit or loss account. We know something of what happened to the mentor but not all. You can feel Ade’s frustration as she sees the fine art on the wall and hears the financiers boast of what they spend but cannot make them pay the right amount of tax. The book is not quite correct in terms of how HMRC works but not so bad that I couldn’t read it. Ade is treated appallingly by the city financiers – there’s an attempted rape and an attempted pay off – and at some point in the book she meets (and falls in love with) a street-worker called Paul who works with homeless people. Paul is known to the police and she is warned off being friendly with him, but when she sees what he does she wants to help. As the proceeds of the book are
being donated to Shelter it is unsurprising that the book touches on the homeless in London (actually it does rather more than touch on them) but it runs the HMRC theme throughout. The sympathetic manager who can see the good work that Ade is doing but doesn’t want her to rock the boat. The move from the government and fraud squad to squash any attempts to actually find out how the money circulates around (and out of the UK) and a deliberate attempt to prevent Ade from carrying out her job. The only point I disagreed with was the suggestion that Ade was coming up for a ‘review for G6’ as this has not happened for over 20 years to my recollection, but it was a fairly minor point and it didn’t distract from the story that was being told. The one review on the front of the book is a comment from Polly Toynbee which states “good to find a novel with a strong social message about the way we live now” and I’m told this book is branded as “shorter, cheaper and funnier than my 31 books” which refers to the fact that the author, who is Professor of Social Policy at the University of Kent, has written 31 social science monographs. I won’t be reading any of those but I’m glad I gave this a try and, as it is only 99p on the Kindle, perhaps more of you would consider reading it and helping Peter raise money for Shelter. Or I will lend it to you for a small donation. VICKY JOHNSON arcnews
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PEOPLE
FIRST
Graham Black has left the building
G
raham Black has left HMRC to join Marine Scotland, and their gain is very much our loss because this means he has also had to leave ARC. While he will, I am sure, remain a member of FDA, ARC has lost one of our most respected activists. Graham was President of ARC from 2010 to 2012, a period during which this union faced a lot of significant challenges. It is hard to think of anybody more able than Graham to have been President of ARC during those troubled times. He led us through a ballot about completion of the staff survey (many of us will remember this as Lameygate) and oversaw the appointment of Nita Clarke to report into engagement in HMRC. He also led us through the pension ballot and famously visited every centre in the course of three weeks to update us on both these issues. Graham was the “go to” person if you wanted weight adding to your conference motion. If Graham supported the motion it usually won because he spoke authoritatively and what he said always made sense. Despite having spent all of his career up to that point in the IR/ HMRC south of the border, in 2014 Graham became Regional Director of LB for Scotland and Northern Ireland, in arcnews
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consequence of which he and Claire relocated to Graham’s native Scotland. Ironically given Graham’s new job, the pretty Borders village in which they have made their home is about as far from the sea as you can get in Scotland, apart from the Cairngorm mountain range! And as I write this, I have just seen a piece about the work of Marine Scotland on the BBC breakfast programme, which suggests that Graham’s long compliance experience is likely to be exercised to the full in his new job. I was tempted to call this piece “Gone Fishin’” and see if we could illustrate it with a picture of Bing Crosby with rod in hand, but clearly the sort of fishing with which Graham is now going to be concerned is very far removed from the bucolic picture that song conjures up. I could not make his leaving do – but the email exchanges around it remain one of the most amusing I have seen for a while. His invitation had no date or time, just a place, prompting one of our quite senior directors to comment that Graham appeared to have proved that he could not in fact organise a ‘piss up in a brewery’! So ARC will miss him and we
are extremely grateful for his support and work over his years in HMRC and in ARC. We hope to see him at our dinners in the future, taking his place at the past Presidents’ table (I’ll be joining them myself in another year’s time) and we wish him the very best of luck with his new venture. I’ll be emailing him a reminder about this year’s dinner shortly! VICKY JOHNSON 5
GEARING UP FOR CONFERENCE VICKY JOHNSON ON THE TASK OF SIFTING THROUGH 89 MOTIONS.
S
o since my forwards and backwards look things have moved on quite dramatically, and I am now nearing the end of my first year as President. I have an annual report to write and a Conference to run – hopefully this edition has reached you before Conference in May but stranger things have happened… We have 89 motions for Conference and I have asked the Procedure Sub-Committee to consider compositing some of them; they met on 6 April and have been working hard on the agenda for the day. This will be the last AGM that Graham Flew organises as he retires shortly after. This will leave an officer vacancy, possibly two if Julie steps down, so I will be holding an Officer election in July. If anyone is interested in knowing what being an officer entails please get in touch. If the officer vacancies are filled by current Committee Members. I will need to hold an election after that to replace them – so again get in touch if you are interested. 6
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PRESIDENT’S SAY
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The design of the new performance management system continues to be a shining example of how good consultation should work. We are being listened to and we are encouraged by the way the designers are trying hard to make sure the language used does not open us to the accusation that it is the same system being brought in by the back door. We are a little concerned that for 2017-18 moderation meetings have been made optional – suggesting that some will choose to hold them. I would question why there are necessary when we have no guided distribution. If each manager is comfortable that they have applied the what and the how correctly, we should still be differentiating between performers and a moderation meeting should not be necessary. We will watch this very carefully as the year progresses. Elsewhere, pay remains disappointing but I shall not be giving up and will continue to raise it at every available opportunity. As I type this we have been told that the Naeem judgement will be handed down on Wednesday 5 April. Helen Baird-Parker and I will be going across to the Supreme Court to collect a copy. I think I will then buy Helen a coffee as we read it and try to digest the ramifications. We will then need to hold a full discussion with our lawyers as it will be time to decide what we do with our equal pay claim. My aim is to be able to say we did everything we could, using every route we could find, to try and break the logjam in pay. You may well know what was decided before this edition lands on your doorstep – we will be issuing an update once we know what will be happening. BOF continues apace and we have a number of interesting but difficult meetings scheduled. We will enter phase two of the 2017-18 office closure consultations shortly, with those of us who are unable to travel to their target office being offered Voluntary 8
BREXIT HAS BECOME ALLCONSUMING AND I AM CONCERNED THAT WE ARE UNDER-REPRESENTED IN ONE OF THE KEY AREAS – CUSTOMS. I AM ABOUT TO START DISCUSSIONS WITH CCG (WITH PCS) ABOUT HOW WE NEED TO PREPARE FOR THE YEARS TO COME. Redundancy at some point. We must remember this as we go about our daily business – some people do not have the certainty a lot of us have and for them the future is not at all clear or certain. Conference is shaping up well, we have Jim Harra to speak to us about Brexit, Jon Thompson as our after-dinner speaker and Paul Novak from the TUC to speak about the work they are doing to shore up workers’ rights under any Brexit agreement. We also have the 89 motions as I said, some of them around BOF which is quite right considering it is the biggest transformation programme we have ever undertaken! Just before our conference we have the FDA ADC where section rebates will be debated. This could be an interesting debate so I hope as many of you as possible will be able to come and take part. I will be issuing an update later this week to all members reminding about both conferences. They are where the mandates for the work we do are made and we need to be quorate for that to work. After conference we will be discussing whether we need any changes to areas of responsibility. With the new organisational design there may be slight changes to who is responsible for what area. I am going to use the opportunity that an election gives me to revisit the allocations and spread the workloads more evenly. Committee work tirelessly on your behalf and there will be areas where I can reallocate to lessen some of the burdens. Work on our new structure once we have all the Regional Centres open is ongoing – Croydon will be the first to change and we will be changing our electronic records in the summer to
reflect that. I think we may also need to have an East London Transitional Centre but we still need to think about that. I’m only writing headlines for this issue as I have an annual report to write and I don’t want to repeat myself. I will leave it to the editorial team, now led by Steve McFarlane (thank you Steve) in Julie’s absence, to pad it out with pictures for you. Perhaps I will send them some of the ones I found when I was clearing out Leake Street – does everyone know that the dinner in our centenary year had a number of ex-chancellors there (plus the current one at the time)? Whatever accompanies these few words you will all recognise that a lot of work goes into publishing arcnews and we will be reducing the number of paper editions shortly. We will publish on the website at the same rate but not always print to save some costs. So please do try to access the website as soon as possible – we put other articles and publications on there too. And if you think of something you would like to read about, tell us, or better still write something for us – we accept all contributions. I would be particularly interested in something that mirrored the archive material from Quarterly Record but which came from the Customs side. If any of our indirect members can do that please let me know and if any of our other professions want to contribute we would also be pleased to receive that too. Finally, Brexit has become all-consuming and I am concerned that we are under-represented in one of the key areas – Customs. I am about to start discussions with CCG (with PCS) about how we need to prepare for the years to come. Is there anyone out there who would like to help me, and can we get out to our Customs colleagues that we would like them to join ARC and strengthen us? • arcnews
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today
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At AGM 2016 you said… P
lenty—there were just under fifty substantive motions – and here is what we have done with
them. MOTIONS 1–8 were committee administration, rule changes and accounts. MOTIONS 9–18 were all concerned with trainees and the TSP course. The resounding message was that Tax Academy needed to talk to ARC far more than it was. Discussions with Tax Academy were patchy at best and when we offered constructive feedback it was quite often ignored. In the end, following the discovery that the TSP 2015s were to reach the HO point far earlier than previous years I spoke directly to Janet Howe and since then we have held monthly calls to discuss issues arising with the design of the course and the ICAS Pilot. We have also had early discussions on pay before they went into negotiations in confidence. We are still trying to bottom out the MMU credits and we are bringing a committee motion to 2017 conference to address the issue of support for all trainees and 10
recently promoted G7s. There is still much to be done, including considering how the staff who work in Tax Academy are treated but consultation is now on a sound footing, there are regular discussions and ARC are now influencing the direction being taken. At conference this year there are again ten motions that concern tax academy, quite different from last year’s and now we have an open dialogue with them, hopefully easier to deliver. MOTION 19 asked us to press for adequate locations and facilities, including touch down sites. We are discussing with Estates how the buildings are to be kitted out and we have been fully consulted on what is needed for accessible office space for all. Touch down sites disappeared off the agenda for a time but we are now seeing them mentioned again and we are considering with the department how the concept should work. MOTION 20 discussed the state of the buildings scheduled for closure and we have similar motions this year. We have regular
meetings with Estates and we have used various escalation routes to try and solve issues that arise in buildings where the maintenance contract simply isn’t working. We have seen investment in buildings that are scheduled for closure and we do know that Estates are aware that the standard of some buildings is unacceptable. We continue to monitor certain issues with the head of Health and Safety, including occupancy for fire safety purposes. MOTION 21 asked us to talk to the department about equality issues and we have managed to get meetings with the Head of Diversity included in the BOF programme. They have not been as productive as we would like so Helen and Michelle continue to press the department to share the work done on the impact assessments before the November 2015 announcements because we are far from sure that it was done properly. We are unearthing issues that should have been part of the PIAs and which clearly have not been. MOTION 22 asked us to commit arcnews
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MOTIONS UPDATE: AGM 2016
to ensuring we had sufficiently trained representatives to assist through the office closure programmes. Graham Flew and John Parkhouse have delivered two general caseworker training sessions and one session focusing wholly on RDT and DTA. We are of course only able to train those who are willing to volunteer so if anyone reading this would like to help, let me know. MOTION 23 was remitted so we could embrace the spirit but not be held to something we could not deliver. There have not been many occasions where an ARC rep would have altered the outcome of the 1-2-1 but where it might be difficult we have been able to help. MOTIONS 24-25 were concerned with understanding how the department was making the decisions and what the governance was. I’m not sure we have fully bottomed this out because each centre is at a different stage but we do know where the final arcnews
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decisions are made and the BOF team now brief us fully before any decisions are announced. We haven’t quite got them to consult us before they actually make the decision but we can dream. MOTION 26 has been hampered by the changes to the vacancy filling procedures across the civil service. We are hoping to meet with the HMRC team to review the end to end process for redeployment in early May. MOTION 27 concerned the data used to back the statement that 90% of staff would be within RDT of their target regional centre. Jim Rogers from Committee went to review the computer programme used and it was clear that the programme had made certain errors such that 90% was not an accurate figure (we knew that). The department no longer uses this phrase. MOTIONS 28-31 concerned Lines of Business plans, career paths and career variety. We continue to push the department to keep its promise of
a route to SCS in each centre and we do have a commitment that there will be SCS roles in each centre. MOTIONS 32-33 requested we push for home moves assistance and Paula discussed just that with Jon Thompson at the dinner last year. We are disappointed that this is still not offered as often as we think it could be but we do know that the alternative to DTA which is a payment towards the cost of moving is being reviewed and will be relaunched with proper guidance. We continue to raise HMA. MOTIONS 34-38 and Motion 40 dealt with flexible working which the department appeared to have ruled out when it began BOF1. Now we are seeing encouraging signs that we will be able to work flexibly. We have a working group set up for reviewing contracts, working patterns and discussing exactly what working flexibly should look like for the department, the line of business and the individual. We are seeing a welcome move 11
today To check these against all the original motions visit: http://arcunion.org.uk/agm-2016allmotions-results/ 12
towards recognising that actually, flexible working can benefit both the department and the individual and the fact it benefits the individual should not be a reason to say no. MOTION 39 relates to TOIL – at a meeting with Jon Thompson it was recognised that we needed to talk about TOIL and I have it on the agenda for the HR Policy meetings next month. MOTIONS 41-43 were concerned with T & S. I came out to those centres
who had raised these and asked them for examples. I then fed these into the finance meetings and the director in charge of that area agreed to speak to the relevant business areas. An acknowledgement that they had got this wrong was immediately forthcoming along with a commitment to be sure it would not happen again. I was asked to advise if it did and so far nobody has told me this year has gone the same way. This is an ARC success. MOTIONS 44-50 concerned pay and arcnews
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MOTIONS UPDATE: AGM 2016
we have been discussing pay all year. We had a breakthrough in summer 2016 which resulted in monthly meetings to try and find ways to break the log jam that exists. The appalling truth is that while the 1% cap exists we will not be able to do anything with any meaning for substantive ARC Grades or for trainees. Whilst we believe this is incredibly short sighted of the current government we will have little success unless we can find a unique selling point. I continue to arcnews
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hold discussions about how we can come up with money and then use it creatively and I know, because he told me, that Jon Thompson does discuss breaking the 1% cap with the chancellor on our behalf. MOTION 47 fell after a long debate because it appeared too restrictive, so we have continued to try and think of anything and everything (short of robbing a bank) to put more money into our members hands. MOTION 51 called for training for
ARC reps via Civil Service Learning – which we all take advantage of where we can. MOTION 52 asked us to discuss the requirement for the leadership training with the department and we have seen a slight shift in the attitude towards these courses. MOTION 53 was remitted but asked us to consider our structure and how it needed to change when all the Regional Centres were open. We have discussed with our membership secretary and she is helping us put together spreadsheets to show where people will end up and what the new centres will be called. Our first centre will go live in July 2017 when Croydon opens. MOTION 54 was on PMR – it’s going – we are delighted and working hard to help design the new system. This is another ARC success and down to our hard work. You may remember we took strike action over guided distribution. MOTION 55 covered tablets – it is work in progress. MOTION 56 asked us to request statistics on retention of trainees. We have had this discussion with the department and they would like us to tell them when people leave. So I’ve been doing that and in another few months I will re request the statistics. MOTION 57 referred to adequate administrative support being needed – we continue to discuss staffing levels and the future of the AA grade as part of Building Our Future. It’s been an interesting year in parts, successful on some counts, engaging in others and downright frustrating at times. Conference and motions are important as they set the agenda for committee for the year to come but a union is only as strong as the members it has and we must continue to recruit new members whenever we can. If you cannot come to Conference then help us by recruiting. • 13
today
arcunion.org.uk/key-contacts/arc-committee/
Committee’s roles
This is the full ARC Committee for 2016-18 and their roles and responsibilities Business plan responsibilities will be added once roles have been allocated to the new committee. There is a fully searchable version of this on the website.
CONSULTATIONS, ARRANGEMENTS AND TEAMS
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NAME
ROLE
CLO
Vicky Johnson
President
West Midlands, Gloucester, Bristol
Paula Houghton
Deputy President
100PS, Norfolk & Suffolk
Eugene Mitchell
Treasurer
Glasgow
Helen Baird-Parker
Officer
Legal & Governance, South West Wales
Loz Hutton
Officer
Hull & Leeds
Iain Campbell
Officer
Graham Flew
Officer
Cambridge
Julie Blayney
Officer
North East
David Cooper
Officer
Sheffield
Jim Rogers
Committee Member
South Coast, Canterbury
Amy Carr
Committee Member
Liverpool
Spencer Munn
Committee Member
London Euston Tower
Kenny Mitchell
Committee Member
Northern Ireland
Michelle Wyer
Committee Member
Stratford, Brighton, Croydon
Andy Nixon
Committee Member
Edinburgh
Tony Wallace
Committee Member
Nottingham
Fahad Akhtar
Committee Member
Manchester
Ben Barnett
Committee Member
Nottingham
Josh Flew
Committee Member
Preston
Ashley Falla
Committee Member
Leicester
Heather Morrison
Committee Member
Oxon & Bucks, Reading
John Parkhouse
Committee Member
Marlina Serdari
Committee Member
Iona Stevenson
Committee Member
Zohra Francis
FDA national officer
Leake Street (FDA head office)
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COMMITTEE
CONSULTATION /BUSINESS AREA(LEAD IN BOLD)
PORTFOLIO
REGIONAL CENTRE LEAD
Tax Assurance Commissioner; Corporate Communications; CFO OD; Corporate Communications; CDIO – Lead; Internal Audit; Aspire; RCDTS; Commercial; Change & Transformation – Lead; C T & S – Lead
Strategic oversight; Organisation & Recruitment; Stakeholder Management; Terms & Conditions; External tax group; Pay; Equal pay; Ways of Working; Change; T & S; BOF
Birmingham
Chief People Officer – Lead; CPO Finance; CPO HR Policy & Operations; CDIO – HR; HR – Tax Assurance Commissioner; Change & Transformation – Lead
Stakeholder Management; Pay; Terms & Conditions; Ways of Working ; Information ARC; Terms & Conditions; T & S; BOF; Organisation & Recruitment; Attendance & Wellbeing; Health & Safety
Croydon
Chief Finance Officer – Lead; Corporate Finance; Government Banking; CDIO – Finance; Commisioners Advisory Accountant
Treasurer; SCS
Glasgow
SOLS – Lead ; SOLS – PT & Corporate Tax Services; Tax Litigation; SOLS – Business Tax; SOLS – Business change, caseworkers and cross cutting
Equal Pay; Diversity & Inclusion
Cardiff
Business Tax Lead; BT- Financial Performance & Change; BT – HR; BT Ops; CTIS
AGM/Dinner; WFM (BAU)
Leeds
Customer Service (was PT) – Lead ; PT Finance; PT HR; CDIO-Security & Information; PTCPP
External Stakeholders
Specialist Sites
Benefits and Credits – Lead; Universal Credit; B & C HR; B&C Operations; B&C Customer Strategy & Policy; Universal Credit; B&C Finance
Deputy Treasurer; Facilities Time; Procedures Sub Committee; Facilities Time; Casework
Bristol
Enforcement & Compliance – Lead; WMSB – HNWU; FIS; EC Finance; EC HR; Trainees
arcnews; Website
Newcastle
Enforcement & Compliance – Lead; Counter Avoidance; ISBC – SME
Website; AGM/Dinner
Manchester
KAI; RIS; CTIS
WFM (BAU); ESS Transformation
SPT; Trainees
Members below G7
Tax Academy; SME
Training & Professionalism
WMSB – MSB
CPD
WMBC – APEC
Liverpool
Belfast Stratford
Large Business
External focus; Training and Professinionalism
Edinburgh
Debt Management
Organisation and Recruitment
Nottingham
Central Policy WMSB – HNWU
PMR
Large Business
arcnews; Website arcnews; Website PMR
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