In2Matrix Co-Chaired Assurex Global EMEA Regional Partners’ Conference

In2Matrix co-chaired this year’s Assurex Global EMEA Regional Partners’ Conference. The conference took place on 22-23 May at the Hilton Liverpool. The purpose of this event was to bring Assurex Global Partners from the EMEA region together to discuss insurance issues and provide networking opportunities. As the Assurex Global representative for Employee Benefits in the UK and Russia, In2Matrix had responsibility for the Employee Benefits content of the conference. It provided speakers for the client panel and it launched the Assurex Centre of Excellence, which is run by In2Matrix .

Gerard Baltazar, In2Matrix Chairman & CEO said: ‘This year’s Assurex Global EMEA Regional Partners’ Conference focused on current issues that specifically relate to our Partner firms globally. We discussed how together we can create better value adding propositions for our clients as well as how Partners can run a profitable business during the current economic crisis. The partners recognised that by combining our expertise, capabilities and global infrastructure we can outperform our main competitors. For In2Matrix this conference was a huge success. We demonstrated that it is possible to get a combined proposition that delivers results for our clients. For instance, by using combined buying power, we introduced multinational pooling for SME’s and we are offering, together with one of our insurance Partners, a medical insurance program with MHD (‘Medical History Disregarded’) for a group size of two or over, which is usually reserved for a medium, or large group. This unique proposition is now available for clients of all Assurex Global Partners’.

The Employee Benefits session of the conference looked at important issues in the UK market, the US healthcare reform, international pooling cluster solutions and dealing with expats. It included a Partner-to-Partner session which discussed topical issues in Employee Benefits. The session was run by Neil Fallon, In2Matrix Director of Employee Benefits. Neil also chaired the conference’s client panel. He said: ‘The clients in the panel gave us insight into the issues impacting their business through this global recession and showed us that flexible unique solutions are required. Through Assurex Global we are able to deliver some unsurpassed insight and solutions to our clients at a local and global level. This is a truly unique relationship that puts us at the top of the Global Benefits arena.’

Davor Lalic, Head of the In2Matrix Global Consulting division, delivered a session which focused on an impressive multinational pooling case study. Davor said: ‘We had captivating sessions and thought-provoking discussions throughout the conference. The sessions which I attended consisted of high quality presentations. The participants had really analysed and deliberated the papers and there was an all-round lively and active participation from the floor. I am very much looking forward to building on this very strong conference in the future with further ideas and solutions that we can use to create and deliver value to our clients’.

Gerard Baltazar, In2Matrix Chairman & CEO


Neil Fallon, In2Matrix Director of Employee Benefits


Client Panel

In2Matrix Article on Ingenious Britain Website

In2Matrix are please to share with you our article that is now on the Ingenious Britain website, it covers the basics of the Pension Reform which all UK SME's need to know. Please see this link for the article www.ingeniousbritain.biz/2012/04/pension-reform-smes-it-affect-do/

Pension Reform & SME's What is it, How Does it Affect Me and What Do I Have to Do?

Over the last couple of years, you may have heard the words ‘Pension Reform’ and ‘Auto Enrolment’, but like many of the UK employers; you may still be wondering ‘How will this impact on my business and its employees?’. This information has been developed especially for SME’s to simply explain all you need to know as well as to provide an overview of what you need to do as an employer to prepare for the upcoming reform.

In2Matrix New Joiner – Davor Lalic

On 2 April 2012, Davor Lalic will join In2Matrix as the Head of
International  Consulting. Davor will be based at the In2Matrix office in London.

Davor will be advising multinational clients on a wide range of strategic and operational international employee benefits issues. He will have responsibility for In2Matrix's consulting division, advising on multinational risk benefit financing (captive, pooling and Pan?European risk solutions),  but also offering other employee benefits consulting services and co-ordinating related local broking services.

Having graduated In Germany with an Advanced Diploma in Insurance, Davor started his career 15 years ago as Group Underwriter for Life, Disability and Pensions. In the UK, Davor was working as a Senior Consultant at Willis and most recently at Mercer specializing in multinational pooling and reinsurance to captive solutions. He has been involved in a wide range of international and local work, with a particular focus on global benefits strategy and alternative risk financing. We look forward to working with Davor and wish him every success.

2012 UK Budget Announcements

This year marks the commencement of compulsory pension's provision for employers, clearly in these challenging economic times the additional administrative and financial burdens are a headache for many firms. It is, therefore, pleasing that in the 2012 budget George Osborne has decided to leave the current pension tax regime intact.

The upper rate of Income Tax will be reduced to 45% from 6 April 2013, this creates an opportunity for high earners who have earnings in excess of £150,000 in the current tax year to benefit from 50% tax relief. For those who have not made any pension provision it is possible through careful planning to fund £200,000 into a pension plan before April 2013 by means of “carry forward”.

In2Matrix New Joiner – Sanjay Merchant

Today Sanjay joined In2Matrix as an Employee Benefit Consultant.
Sanjay has over 20 years of experience in the field of corporate pensions and employee benefits, having previously worked as the Head of Employee Benefits of a medium sized accountancy practice, advising mainly SME clients. Sanjay has significant experience of working with inward investing firms, predominantly from the US and Europe.

In2Matrix Features in Launch of Sunday Telegraph News Insert - Ingenious Britain

Introduced by The Prime Minister David Cameron, the “Ingenious Britain” news insert was launched yesterday, February 26, in the Sunday Telegraph through the UK. It has been published with the support of The Prime Minister’s Office, The Department for Business Innovation and Skills, The OECD, and The Technology Strategy Board.