The Vault is an amazing collaboration of the Expat Academy Community’s finest work. We are constantly refreshing and adding to our templates and documents based on contributions from our members and partners.
What is the Vault?
The Vault is Expat Academy’s exclusive content hub, filled with useful technical updates, tools, templates, and documents to help Global Mobility Professionals.
Since launching the Vault, we have actively encouraged our members to provide contributions to the content. We have a team of experts who adapt the best practice examples we receive to create anonymous generic template documents for the whole Expat Academy community to make use of. Everyone is far too busy to have to reinvent the wheel and with the Vault you don’t have to!
The documents you’ll find in the Vault are all in standard MS Office format so you can easily swipe and deploy those that you require and then tailor them to your own needs.
What type of templates are included?
Our most popular Vault items to date have been our policy templates. We’ve also created a brilliant resource of paragraph variations so you can cut and paste what you need into your policies to tailor them to your exact business requirements.
Our checklist section is also greatly used with our expatriation and repatriation checklists being downloaded and put to use often.
What else will I find?
RFP templates, assignment letter templates, technical tax and immigration information, information on international pensions, glossaries, presentations, cross cultural webinars, articles on topical industry information, and the latest global mobility trends.
To learn more about the Vault or book an on-line tour with one of the Expat Academy team, contact us today: firstname.lastname@example.org
Benchmarking - Surveys and roundtable e-mail resultsClick to view
It is human nature to be a bit nosey and want to know what everyone is up to, and the Global Mobility world is no different! So get in the loop via our benchmarking surveys where you can compare your processes and packages to the industry standard and see how your company measures up.
Consolidated book of roundtable e-mails and surveys
This consolidated book is regularly updated with all the roundtable e-mails and survey questions and responses!
What are the Biggest Challenges Facing Global Relocation Managers?
2016 Policy Survey
2015 Commuter Policy Survey
2015 International Benefits Survey
Online TrainingClick to view
We have converted our Global Mobility Essentials and Global Mobility Policies courses into online Chapters for you to take at your convenience.
If you have up to 24 months Global Mobility experience, these Chapters will be just right for you.
PresentationsClick to view
Take a look at the latest presentations from our events!
March 2018 - Bite Size Briefing - BDO
March 2018 - Bite Size Briefing - Learnlight
March 2018 - Bite Size Briefing - Magrath Sheldrick LLP
March 2018 - Bite Size Briefing - Move Guides
March 2018 - Bite Size Briefing - Plus Relocation
March 2018 - Bite Size Briefing - Squire Patton Boggs
Feb 18 Amsterdam Huddle - BDO
Feb 18 Amsterdam Huddle - Equus
Feb 18 Amsterdam Huddle - Graebel
A Journey to Functional Alignment
Feb 18 Amsterdam Huddle - Crown Worldwide
Feb 18 Amsterdam Huddle - Ferguson Snell & Associates
Feb 18 Birmingham Huddle - Magrath Sheldrick LLP
Feb 18 Birmingham Huddle - Graebel
Feb 18 Birmingham Huddle - Equus
Feb 18 Birmingham Huddle - BDO
Feb 18 Birmingham Huddle - Crown Worldwide
Dec 2017 Bite Size Briefing - Squire Patton Boggs
Dec 2017 Bite Size Briefing - Learnlight
• How do I start the conversation?
• What should I avoid saying?
• How do I provide empathy to someone in crisis?
Dec 2017 Bite Size Briefing - Punter Southall Health & Protection
Dec 2017 Bite Size Briefing - MOVE Guides
This presentation looks at the changes that GDPR might bring to your mobility programs.
Dec 2017 Bite Size Briefing - BDO
How the latest Budget announcements on 22nd November 2017 will affect organisations with globally mobile employees and an overview of other topical issues arising in expatriate taxation.
Dec 2017 Bite Size Briefing - Bournes
Dec 2017 Bite Size Briefing - Magrath Sheldrick LLP
May 2017 Bite Size Briefing - Squire Patton Boggs
May 2017 Bite Size Briefing - BridgeStreet
May 2017 Bite Size Briefing - Plus Relocation and Cort
May 2017 Bite Size Briefing - MoveAssist
May 2017 Bite Size Briefing - BDO
May 2017 Bite Size Briefing - Frontierpay
May 2017 Bite Size Briefing - Magrath
May 2017 Bite Size Briefing - Communicaid
March 2017 Bite Size Briefing - AIRINC Presentation
March 2017 Bite Size Briefing - BDO Presentation
March 2017 Bite Size Briefing - Communicaid Presentation
March 2017 Bite Size Briefing - Magrath Presentation
March 2017 Bite Size Briefing - Polaris & Statoil Presentation
March 2017 Bite Size Briefing - Squire Patton Boggs Presentation
March 2017 Bite Size Briefing - Sterling Presentation
Updates - DiversityClick to view
The #metoo campaign has forced the media to re-evaluate how workplace diversity is portrayed.
Updates - ImmigrationClick to view
Updates - International Medical InsuranceClick to view
Expats - What do you really need to know
Getting to grips with the Gulf
Giving your employees security, wherever they are
Local Support is the Key - Aviva
Overseas healthcare, a healthier business - Aviva
Private healthcare for expats: is it really a high priority?
Punter Southall - International Assignments
Teresa Wighton, Head of International Healthcare Consulting, Punter Southall Health & Protection
The 'A' to 'Y' of PMI
Updates - TaxClick to view
BEPS and Global Mobility
Brexit Planning Guide
Employer Essentials Newsletter
Global Expatriate Newsletter
Worldwide corporate and individual tax Summaries
Their country guides help assignees avoid tax problems both before they arrive in their assigned country and after they return home. Scroll down to the bottom of the page to view all the guides available.
Making payroll pay
having a significant impact in the world. These changes are known as megatrends. PwC’s Network Leadership identified five megatrends that will impact the future of both PwC and its clients over the next decade and reshape the global marketplace. We believe these megatrends will impact the payroll function and process.
Non Resident Capital Gains Tax
PwC International Assignments Guide - Outbound 2016
PwC - Top 10 mobility issues for tax directors
Short Term Business Visitors
Tax changes for non-UK Domiciliaries - Dec 2016
Templates - Assignment lettersClick to view
Assignment/Secondment Letter Headings
Short Term Assignment Letter Template
Long Term Assignment Letter Template
Commuter Assignment Letter Template
Business Traveller to US - Immigration letter
Tenancy Indemnity Letter Template
Localisation Template Letter - Accelerated transition
Localisation Proposal template
Localisation Template Letter - Phasedown transition
Localisation Phasedown Approach Proposal Template
Templates - PoliciesClick to view
So, it is time to draft or revisit your policies. Now where to start?! Should the assignee receive a per diem or a relocation allowance? Should the home or host country employ them? Which country should process the payroll? Lots of policy options to consider, right? So it can be tough knowing where to start, but it doesn’t need to be going forward. Use the templates and guidance notes below to help you design global mobility policies which tie in with your talent agenda.
Remote working guidelines - template
Domestic Relocation Policy Template
Domestic Relocation Expenses Guidelines – Template
Short Term Assignment Policy – Template
Short Term Assignment Policy - Guidance Note
Short Term Assignment Policy - Paragraph Variations
Long Term Assignment Policy – Template
Long Term Assignment Policy - Guidance Notes
Long Term Assignment Policy - Paragraph Variations
Permanent Transfer Policy – Template
Permanent Transfer Policy - Guidance Notes
Expat Lite Policy – Template
Expat Lite Policy - Guidance Notes
Expat Lite Policy - Paragraph Variations
Commuter Policy – Template
Please fill in/replace the fields in BLUE with your home or host information.
Rotator Assignment Policy
Templates - RFPsClick to view
Use the following tools to ensure best practice is followed, all relevant information captured and appropriate analysis completed allowing you to make an informed decision within budget.
Generic Tax Services RFP Comparison Matrix
Templates - SurveysClick to view
Valuable tools to help you manage the individual needs of each person you are moving, build relationships with the business and free up your time to be proactive and add value.
Post-Arrival in Host Location Survey
Templates - TalentClick to view
If you want to tie your global mobility strategy into your talent agenda and want to escalate your global mobility function into a more strategic place in your organisation, find useful hints, tips and tools here.
Matching Your Talent Pool and Global Mobility Policy
Global Mobility Governance - Generic Authorisation Form
Templates - TaxClick to view
Foreign Tax Loan Agreement
Toolkit - GlossariesClick to view
It may sometimes seem that when working in Global Mobility we are speaking a different language. These glossaries will break it down for you to help you understand basic and complex industry terms. Each glossary focuses on a specific area so you can find what you are looking for quickly.
Glossary of Compensation Terms
Glossary of Global Mobility Terms
Glossary of Practical Tax and Payroll Terms
Glossary of Relocation Terms
Glossary of Tax Terms
Toolkit - ChecklistsClick to view
Top Tips for Managing Mental Health Issues from a Legal Perspective
Expatriation Management Assignment Checklist
Repatriation Management Assignment Checklist
Global Mobility Policy Checklist
Long Term Assignment Policy Checklist
Short Term Assignment Policy Checklist
International Removals Checklist
Exploring New Locations Questionnaire
New Location Risk Assessment Checklist
Toolkits - GuidesClick to view
Five Pitfalls to Avoid when Planning your next Relocation RFP
Relocation Best Practices for Corporate Mergers & Acquisitions
• Why mergers and acquisitions can be a challenge,
• Relocation's place in a merger,
• Best practices - both pre- and post-acquisition announcement - for relocation managers to consider,
• The importance of successful cultural integration to an M&A.
Bournes Employee Guide: Relocating to London
- Set up the practicalities of your new home
- Make new friends and have fun
- Start enjoying your new life in London!
Bournes Guidelines for a Successful Move Management Tender
- Company characteristics
- Process characteristics
Bournes - How to choose an International Removal Company
If you're struggling to find an international removal company that suits your needs, this eBook will help answer your questions:
- How do I get the most for my money?
- How can I cut the costs of moving overseas?
- Could I avoid handing my worldly possessions over to rogue movers?
This 5 step guide helps you to find and book an international removal company, taking you through the overall process. From deciding what kind of international removal company you want, to booking it, and paying for your move... this eBook covers it all. Download our guide to discover how to:
- Find potential international removal companies
- Select your shortlist
- Arrange home surveys and removal quotes
- Compare your removal quotes
- Book and pay for your overseas move