Don't miss these workshops by the Practice Managers Association

Partnerships & Federations

Partnerships and Federations – Partnership Changes & Mergers, Written Agreements Federations & Pensions Update

18th January 2018 & 11th December 2018

'Well delivered & appropriately paced - relevant and very current.'
'Easy to understand, able to ask questions and have them answered.'

For information about all PMA Workshops, click here.

Overview: This module looks at partnership issues – written agreements and matters relating to partnership changes, including the pitfalls of merging practices. We also focus on Federations and pensions, two of the most important topics currently facing medical practice and the programme provides full information on developing issues by experts who are dealing with them on a day to day basis. To finish the workshop we will take a more in-depth look at the considerations around property ownership and property management in the merger and partnership discussions.

The module will be delivered as an interactive session with practical guidance to enable participants to map the techniques and outcomes onto their own practice.  Group work is provided on all aspects of the programme so that participants develop their understanding of the topics by interacting with colleagues from other practices.

Objectives: Participants will learn what a written partnership agreement must contain and how to deal with partnership changes. They will gain an understanding of the demands of Federating, and will also develop their understanding of the NHS Pension system and the fundamental considerations around your property in merger and partnership discussions.


Programme information

9:15 Registration
9:30 Introduction and Welcome - Programme, Objectives and Open Forum
9:45 Partnership succession and mergers -Andrew Lockhart-Mirams and Ben Willis

  • Setting the Scene - Partnerships and Mergers
  • Joining and Leaving Partnerships
  • "Last Man Standing"
  • Property issues on Changes
11:00 Break
11:15 Group work on partnership agreements – Andrew Lockhart-Mirams and Ben Willis
12:00 Working at scale and different models – Andrew Lockhart-Mirams and Ben Willis

  • Federations
  • Mergers
  • Super-partnerships

Structures and Pitfalls – Andrew Lockhart-Mirams and Ben Willis

  • Governance
  • Property Ownerships issues on Working at Scale
13:00 LUNCH
13:45 Pensions Update -  Barrie Nunn, Independent Financial Adviser, Insight Financial Associates

  • Annual and Lifetime Allowances
  • Protection
  • 24-hour Retirement
  • 2015 Scheme and the Future
15:15 Break
15:30 Property Issues in Partnerships & Federations -  Clare Kersey, Commercial Real Estate Professional, GP Surveyors

  • New commercial models – The ‘super practice’, mergers and federations
  • Don’t forget your real estate strategy!
  • Key takeaways –  plan a personal property route map
16:30 Open Forum – Questions & Discussions
16:45 Close


18th January 2018 & 11th December 2018



The Wesley
81-103 Euston Street

Manchester Conference Centre
Sackville Street
M1 3BB


PMA Member Rate £125.00
Non Members Rate £175.00


5% for 2 workshops
(PMA Members £118.75 per worskshop, Non Members per workshop £166.25)

15% for 3 workshops
(PMA Members £106.25 per workshop, Non Members per workshop £148.75)

20% for 4 workshops
(PMA Members £100 per workshop, Non members per workshop £140)

The cost includes all refreshments including lunch and all delegate materials.

Click here to book your place on this workshop

Who Should Attend?
General Practitioners, Practice Managers and Administration Managers

Don't miss opportunity to work with leading specialists in a series of full day workshops specifically focused on the ‘business’ aspects of General Practice.

Click here to secure your place now

About the Facilitators

Ben Willis, Partner, Veale Wasborough Vizards LLP

Ben is a Commercial Property lawyer with over 25 years' experience of working with both mainstream commercial clients and those operating in specialist sectors. He is head of the healthcare team and has particular expertise in the ownership, development and funding of healthcare property. GP surgery development is an acknowledged specialism and Ben has been involved in over 100 such developments.

Ben takes time to understand the healthcare sector and to establish a strong rapport with clients. This brings a wider perspective to the commercial issues faced by clients and consistently proves to be important in giving the best advice to suit the circumstances. He leads a team of specialist lawyers and established links with Banks and other professionals to complete a strong collaborative approach.

Ben is a member of the Primary Care Premises Forum and NASSAD. He organises regular healthcare conferences for healthcare clients and has written numerous articles and speaks regularly on the subject of primary care property.

Ben Willis Partner 0117 314 5394 07718 384 957

Andrew Lockhart-Mirams, Partner, Veale Wasborough Vizards LLP

Andrew had over 15 years of primary care regulatory and contract work at another highly respected healthcare firm before founding Lockharts. For more than twenty years, he acted for the 'General Practitioners Committee of the BMA' on a wide range of regulatory and contractual issues affecting GPs, including the New GMS Contract in 2004, and in 2005, Andrew was given an award at the 'Annual LMC Conference Dinner' in recognition of 21 years' service to GPs in the UK.

Andrew has a national reputation for his work in the development of PMS and APMS agreements. In addition to producing agreements for federations of practices, he has produced shareholder agreements for provider companies wishing to supply services to PCT's (historically) and currently CCGs and Local Authorities, in response to commissioning recommendations. He has developed a detailed understanding of the implications of the Health & Social Care Bill and regularly advises on the associated strategy and policy issues. His work takes on board the developments of MCPs and PACS in line with the Five Year Forward View.

Andrew is the Chairman of the National Association of Specialist Solicitors Advising Doctors (NASSAD), and is also a member of the Specialist Medical Accountancy Services Group (SMAS) and has also been named as a 'Super Lawyer for Business Affairs' in 2013.

Andrew Lockhart-Mirams 020 7665 0947 07387 025 970

Barrie Nunn, Independent Financial Adviser, Insight Financial Associates

Barrie is a qualified independent financial adviser with over 40 years experience in the financial services sector, including 7 years in management with a major high street bank, and now over 20 years in the independent sector. He is able to advise clients on all aspects of financial and estate planning. His advice and expertise will enable you to realise your true financial potential, for both you and your family.

Barrie is also a member of the Institute of Professional Will Writers and is a qualified Will Writer and Estate Planner. If you would like to arrange an appointment with Barrie please Email him on:

Clare Kersey, Commercial Real Estate Professional, GP Surveyors

Clare Kersey, is a Senior Surveyor of GP Surveyors.  A Chartered Surveyor and RICS registered valuer, attaining MRIC status in 2002.  Clare has previously worked at NIA Fuller Peiser and Lane Walker Limited.  Clare now acts for across range of GP surgeries throughout the UK, undertaking a range of market valuations and rent review.