More Than NHS VAT

Liaison Financial helps the health economy to save over £179m per annum by identifying and achieving savings in non-pay expenditure, for reinvestment into healthcare.

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Our 2024 VATplus re-review figures are in…

This year, our VATplus service has recovered over £14m in savings across the NHS. That’s an average of £320,000 saved per NHS organisation for reinvestment.

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NEW Report – Relearning the ABCs 

Overcoming the challenges faced by the NHS; Active Solutions, Balancing the Books, Caring for Communities

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How to realise financial savings to meet 2024/25 business planning goals

As business planning for 2024/25 progresses, at Liaison Financial, we’ve developed a suite of solutions which identify and achieve savings in non-pay expenditure. 

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Make your CIP more efficient

Replace spreadsheets and make it easier for your CIP team to take action on financial and productivity data.

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Our Private Patients Optimisation service can increase
your Private Patient income by up to 20%.

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Our Telecom Reviews can achieve an average savings of 20% of your current telecoms spend.

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Find out more about our specialist support for NHS PFI (public finance initiative) schemes.

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About Us  |  Our Services  |  Training and Webinars  |  Our NHS Clients  

About Us and Our Experts

Liaison Financial helps the health economy to save over £179m per annum (figure based on 3 year average) by identifying and achieving savings in non-pay expenditure, for reinvestment into healthcare.

In areas of complex and continually changing legislation, high volume transactions, and detailed regulation; our expertise, recommendations and in-depth investigation helps to provide greater savings for our clients.

We are dedicated to protecting the health economy and committed to becoming a valuable part of your team. Our experts help you to reduce operational pressures and release internal resources while providing insight and expertise via financial compliance, analysis, and reconciliation reviews.

As part of the Liaison Group, Liaison Financial continually makes investments to provide excellence, innovation and technology, to improve the global health economy.

Our Services

Our Services

VAT Services
Liaison Financial’s established and effective VAT services are designed to ensure maximum VAT recovery and compliance.
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Accounts Payable Reviews
We deliver both reassurance and savings with over 120 AP reviews each year, recovering more than £65m in overpayments and overcharges to date. This essential service provides savings through identifying duplicate payments, duplicate charges and unallocated funds.
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CHC Invoice Validation Reviews
Supporting your Financial team with our bespoke Invoice Validation reviews, focusing on identifying and recovering overcharges and overpayments from CHC providers.
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Private Patient Optimisation
This service includes a complete review of your Private Patient commercial infrastructure and processes. We are able to help with patient data, pathways, processes, credit control, contract management, pricing and profitability. Our experts provide strategic and operational support which leads to greater income generation and compliance as well as clinical and corporate governance.
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Telecoms Reviews
An expert review of your telecoms arrangement; we identify areas that can be optimised to ensure a robust infrastructure for both current and future telecom needs and deliver an average saving of 20% of your current spend.
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Non-Pay Analysis and Savings Service
Our experts perform a comprehensive analysis and benchmarking review of your organisation’s entire non-pay spend – not just those typically covered by procurement or individual departments. We identify, validate, and help deliver saving opportunities based on true current costs.
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Training and Webinars

We offer extensive CPD-accredited webinar training and a world-class online training portal.

Our new modular Training Portal allows instant access so staff can train whenever and wherever it is convenient for them. Technical subjects available in the Portal include VAT From Scratch (levels 1, 2, and 3), Procurement Tips, VAT on Income, and Capital and Professional Services. Our training support is designed to increase internal knowledge, self-sufficiency and confidence, and is free for clients.

We also run a full programme of conferences and webinars, giving you the updates you need to increase your VAT knowledge. You can register for future webinars and gain access to previous webinars on our website.

  • CPD-accredited webinar training and a world-class online training portal
  • Catch up with previous webinars with our on-demand portal
  • Ran by VAT experts
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Who we’ve worked with

Financial NPASS Estates & Facilities Review Case Study

The Liaison Retrospective Invoice Review of Estates and Facilities is designed to assist Directors of Estates and Facilities in meeting their allocated Trust savings targets. Its purpose is to identify and generate real savings and/or cost avoidance, whilst retaining a critical service function in support of the delivery of frontline clinical care.

Liaison Financial

Accounts Payable Reviews

Liaison Financial has been partnering with Worcestershire Acute NHS Trust for 10 years to deliver Accounts Payable reviews.

Liaison Financial

VAT and Accounts Payable Reviews

Liaison Financial has been partnering with a Trust in Merseyside to deliver VAT and Accounts Payable reviews.

Liaison Financial

Private Patient Retrospective Invoice Review

Retrospective Invoice Review to identify on average a 20% uplift on private patient revenue.

Liaison Financial

Overseas Private Patients – Saudi Scheme Review

Prior to the government enforcing mandatory NHS contributions for Saudi Arabian nationals residing in the UK (2015), most of the medical treatment (excluding trauma and obstetrics) received by Saudi nationals in the UK was from Private Healthcare organisations.

Liaison Financial

£379,000 saving for North West Trust

In today’s technology driven world, the variety of platforms and methods in which we can connect are wide-ranging. With the introduction of smartphones, the variety is even further complicated.

Liaison Financial

Practical Remote Working Solutions with East Midlands Trust

Liaison Financial has been partnering with a Trust in the East Midlands for over 10 years to deliver their Accounts Payable reviews, saving the Trust just short of £150k to invest back into front line healthcare.

Liaison Financial

VATplus Re-review Success

Liaison Financial has successfully partnered with a London Acute Trust to undertake VATplus re-reviews. Liaison Financial has undertaken the re-reviews for the Trust for the last eight years now.

Liaison Financial

Savings of £2.8m for Midlands Acute Trust

Liaison Financial has successfully partnered with a Midlands Acute Trust to undertake VATflow reviews and add value to capital and strategic planning. We can generate cash savings of over £16m to self-fund a transformation programme for your ICS, creating potential additional savings of over £76m.

Liaison Financial

What Our Partners Say

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“We’ve seen benefits in terms of some of the reviews they’ve done, delivering around £400k over the last 5 years so not small in terms of value! They’re a friendly bunch and they are more than happy to go that extra step to make their services work for what you’re trying to deliver. Very reactive!”

Antony Hobbs

Associate Director of Finance, University Hospitals Coventry and Warwickshire

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“It’s the professional approach, excellent team, and savings achieved that have been made for our Trust that sees us returning to Liaison Financial each year. I would recommend the Liaison Financial AP service to other NHS Trusts looking for savings, reassurance and reconciliation.”

Tina Dunne

Charitable Funds/Payables Manager, Worcestershire Acute NHS Trust

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“The work conducted by the team has helped us to understand our processes better, provided an opportunity to develop these and provide additional assurance around payments. Liaison’s team have always been very approachable and flexible to our requirements especially with the pressures of the pandemic felt across the CCG. We found Liaison to be a useful partner for the CCG.”

Senior CHC Commissioning Manager – NHS Buckinghamshire CCG

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“Our spend had risen substantially in recent months, and the use of multiple providers for telecoms services had left our contracts ready for review. Technology and devices for communication have never been so important as during the pandemic, which moved staff away from desks and fixed phones.

Liaison Financial’s review allowed us to identify what we actually used and what we needed, in order to identify opportunities to make significant savings and gain better control of our telecoms services.”

Finance Director – East Midlands Trust

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“It’s the professional approach, excellent team, and savings achieved that have been made for our Trust that sees us returning to Liaison Financial each year. I would recommend the Liaison Financial AP service to other NHS Trusts looking for savings, reassurance and reconciliation.”

Tina Dunne

Charitable Funds/Payables Manager, Worcestershire Acute NHS Trust

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“Liaison Financial have been delivering our AP reviews for over 10 years, with their bespoke approach adapting to suit our needs. Our most recent review was undertaken at a challenging time for us and was imperative it could be done without impacting business critical activities. Liaison assured us they could deliver the reviews remotely. Setting up access was simple and significantly reduced the level of resource required from the Trust.”

The key deliverables and the manner in which the review was completed was comparable to prior years. In a nutshell, remote access to the finance system has made the whole process so much easier.

Accounts Payable Manager

East Midlands Trust

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“The reviews weren’t without their challenges, but the way Liaison handled themselves was excellent. The correspondence, especially from the recovery team, was very professional.”

Lynne Walton

Deputy Chief Finance Officer, NHS South Tees CCG and NHS Hartlepool and Stockton on Tees CCG

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“The work conducted by the team has helped us to understand our processes better, provided an opportunity to develop these and provide additional assurance around payments.

Liaison’s team have always been very approachable and flexible to our requirements especially with the pressures of the pandemic felt across the CCG. We found Liaison to be a useful partner for the CCG.”

James Limehouse

Senior CHC Commissioning Manager, NHS Buckinghamshire CCG

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“I would recommend the Liaison Financial AP review to other trusts both for the savings and the independent assurance. Completing the Liaison Financial AP review has definitely increased my confidence in our internal processes.”

Head of Financial Accounting

The Robert Jones and Agnes Hunt Orthopaedic Hospital NHS Foundation Trust

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“We have found Liaison very easy to work with and proactive in achieving substantial savings for the CCG. Liaison have worked sympathetically with providers to ensure that valuable working relationships with the CCG are not damaged whilst ensuring that any overpayments that have been made are recovered in a timely manner. We would not hesitate to work with Liaison again in future should the need arise.”

NHS Staff