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'British success on the global stage'

  • Welcome
  • Programme
  • Sponsorship Opps
  • Sponsors
  • Speakers
  • Venue
  • Booking and pricing
  • Conference 5

Welcome to the conference

Our annual conference, now in its 24th year, is the perfect opportunity for plan issuer companies, plan administrators, advisors and providers to meet at one of the largest events of its kind in the UK.

It’s a time- and cost-efficient way to:
- share best practice;
- discuss new developments;
- enhance technical knowledge; and
- network with share plan professionals.

Delivered by industry experts through a series of seminars and case studies (all with CPD points accreditation),the conference schedule also includes panel discussions with regulators and policymakers, keynote speeches from senior business leaders and academics, plus abundant networking opportunities throughout the day and at the post-conference drinks reception.

Book your place(s) >>

 

Who should attend

Share plans specialists, Company Secretaries, finance directors, HR directors, lawyers, accountants, advisors, communications experts, academics, consultants and supporters of employee share plans from across the UK, Europe and beyond.

This year our conference theme is  – ‘British Success on the Global Stage’. We are including sessions on the science of behavioural economics, the financial performance of companies with significant employee ownership, financial capability and wellbeing and best practice on the use of digital and social media.

Our aim is to set employee share ownership in a broader context and to enhance delegates’ knowledge of fields with relevance to share plans, with an emphasis on their practical application.  We will be retaining perennial favourites such as plan issuer case studies, perspectives on global developments and our well-established Q&A session on tax technicalities with representatives from HMRC.


Twitter symbolTweet us @ifsProShare and use the hashtag #ProShareConf2016

 

Programme

We have put together a fantastic schedule that covers a broad range of topics, delivered in a range of formats, from discussion panels, plan issuer case studies and workshops to technical updates. 

View the full programme of the day.



 Twitter symbolTweet us @ifsProShare and use the hashtag #ProShareConf2016

 

Sponsorship Opps

Interested in exhibiting as this year conference?

View our sponsorship and exhibitor packages here.

Why you should become a sponsor:

- Increase awareness of your brand
- Enhance your organisation’s profile within the industry
- Showcase your  products, services and knowledge to an audience of industry professionals and   budget-holders
- Create new business opportunities
- Demonstrate your organisation’s commitment to the industry, thought leadership on key issues, and your support for the aims of employee share ownership, ProShare and our members.

Other sponsorship packages are available and we’d be delighted to welcome you and your firm as sponsors – please review the package options here

Do get in contact with us if you would like to discuss a bespoke package. Simply email ifsproshare@ifslearning.ac.uk - we welcome new ideas!


 Twitter symbol Tweet us @ifsProShare and use the hashtag #ProShareConf2016

 

ProShare Conference Sponsors

Major Sponsor

 YBS logo  

YBS Share Plans – Yorkshire Building Society

YBS Share Plans (“YBSSP”) is part of Yorkshire Building Society and is one of the UK's largest specialist providers of tax-advantaged share plans.

We offer a broad range of outsourced share plan administration and deposit taking services for our corporate clients and their employees across the following types of plans:

  • Executive Share Plan Services
  • All Employee Plans
    - Sharesave (UK)
    - Sharesave (Republic of Ireland)
    - Sharesave (Globally)
    - Share Incentive Plan (SIP)
    - Bespoke Share Plans
  • Financial Education Programme
  • Employee Research/Insight Programme

We've built our business by helping thousands of people to save. We've taken pride in being solid, dependable and trustworthy and are committed to providing our customers with an excellent service – it's at the very heart of who we are.

We also know it's important to respond to how the world is changing, so that we can continually offer great service and value.

Don’t just take our word for it; here is what some of our existing clients and their employees have to say about us:

Existing clients
“Darren was pivotal in the success of JLL’s revised SAYE maturity education initiative this year. He was able to suggest new and innovative ideas, helping us to shape our initiative. We were a brand new team to SAYE this year so were reliant on a lot of help from Darren, which he was able to provide whilst always being easily accessible and available.” JLL

“Couldn’t recommend highly enough. They assist with great enthusiasm all through the process and you never feel a question cannot be asked or answered. Nothing is too much trouble. They set an excellent example!” ALKANE ENERGY PLC

Share plan participants
“Customer service is very efficient, I have had a couple of occasions to make contact both online and through the telephony system and both are quick, intuitive and painless.”

“Very good customer experience when phoning in. All the people I spoke to were extremely helpful.”

Our service highlights are:

  • Relationship and Project Management support throughout the product lifecycle – a team who listen
  • Design and delivery of product-related employee communication strategies – to engage your employees
  • Online access to information for our corporate clients and their employees – easy and simple
  • Flexible reporting, providing insight to support future plan designs – continual improvement

YBS Share Plans is part of Yorkshire Building Society which is a mutual organisation owned by and run for the benefit of its members and has no external shareholders. It's reassuring to know that Yorkshire Building Society is one of the largest building societies in the UK, with over £38 billion in assets.

The team would be delighted to share our latest research and customer insight to help you shape your future share plan strategies – why not make contact today?


Supporting Sponsors 

 Barclays logo

Barclays Global Stock and Reward Services
Managing employee share and cash plans in today’s global environment is becoming increasingly complex. Changing rules and regulations make it harder to find the right plans to attract, keep and motivate your staff. Barclays can help.
Simplifying the share plan ecosystem
We make implementing and maintaining share and reward plans easier and more effective for you. At Barclays we can offer you services across the full life-cycle of your plan. So you can reap the rewards of an end-to-end global solution from a single provider.
Powering a fresh approach to share plans
From plan implementation, online access for participants and administrators, to real time trading and executive services – our aim is to make the establishment and administration of stock and reward plans simpler and more effective for you.

 Equiniti logo

At Equiniti, we understand the positive effect that employee benefits can have on the recruitment, motivation and retention of your workforce. More than simply administering your requirements to the highest standards, Equiniti will work with you to ensure employees are engaged, understand the value of the benefit offered and achieve the highest possible participation rates, year on year. We are the UK’s leading share plan administrator, servicing more than 60% of the FTSE 350 and overseas listed companies with employees ranging from 30 to 30,000. Our services include:

 Equity plan management
- Sharesave (SAYE) and Share Incentive Plans (SIP)
- Discretionary Executive and restricted nominee share plans
- Onshore and Offshore Trustee services
- UK and Global Nominee facility
- Customised, multilingual employee share plans portal with Single Sign On (SSO)
Sharedealing and investment services
- Online dealing services
- Corporate ISA and Investment accounts
- International currency settlement to local bank accounts 
 Benefits management
- Flexible and voluntary benefits
- Total Reward Summaries
- Payroll, HR Data Services & Pensions
- PeopleSpace - Employee Benefits Portal
 Award winning creative design and communications team
- Concept development
- Graphic design
- Print
- On and offline fulfilment

Come and visit us on stand 7 to find out more or contact John Daughtrey on + 44 (0) 7921 105629 or email john.daughtrey@equiniti.com

 Fidelity logo

Fidelity is building the future of Global Service in share plan recordkeeping. With 15 years of experience, market leadership in the US and an unprecedented No. 1* rating five years in a row, Fidelity has a solid foundation in share plans. Our unwavering dedication to the share plan industry and continued investment in products and services, is paving the way towards the future of global service in share plan recordkeeping. Global capabilities are the first priority at Fidelity:

  • Full-service global capabilities; 
  • Multi-currency display offering 98 currency choices;
  • European Global Service Centre with live language support;
  • Website translation to 11 languages;
  • Global Tax Management System enabling global tax compliance.

Put the power of Fidelity to work for you.

SANNE logo 

Sanne is a specialist global provider of outsourced corporate and fund administration, reporting and fiduciary services. Established for more than 25 years and listed on the Main Market of the London Stock Exchange, Sanne employs over 500 people worldwide and has an excess of €110 billion assets under administration. As leaders in alternative asset administration and fiduciary services, Sanne delivers tailored administration services to a highly valued international client base through a global network of regulated businesses, within nine leading financial jurisdictions. Each specialist business is led by directors with extensive asset and industry experience who are in turn supported by multifunctional teams aligned to the specific requirements of each client, across one accredited platform.

ABOUT SANNE’S EXECUTIVE INCENTIVES DIVISION
Sanne’s executive incentives business provides specialist trusteeship of employee share trusts and associated administration services to support the operation of an extensive range of employee, executive and partner incentive plans. These services are provided to FTSE, AIM and internationally listed companies, private companies, private equity backed businesses and fund managers. Services include:

  • Trusteeship and administration of Employee Share Trusts;
  • Corporate nominee and vested share account administration;
  • Transaction management; and
  • Administration of corporate actions and associated transactions.

In addition to standard trust and incentive plans operations, Sanne is recognised as having a particular strength in transaction management, corporate actions and managing nonstandard or complex transactions in a professional and solutions focused way. Working in a high complementary and integrated way with customers, their advisors and any third party plan administrators, Sanne has the depth of knowledge and experience to guide customers through implementation and ongoing administration of increasingly sophisticated “Best of Breed” incentive arrangements.

 

Simplify your share plan management with smarter technology and remarkable service. 
Solium’s Shareworks software platform is a complete, integrated, cloud-based solution for share plan management. Now you can control your plan, collaborate with teams, make more informed decisions and engage employees as never before. 

Remarkable service, support and training
We are more than customer service.  We are our clients’ partners and our service options scale from implementation, training and support to managing the day-to-day operations of your share plan. Discover more at: https://solium.com/uk/narrative/global/

 

 ZEDRA logo

ZEDRA is an independent global specialist in trust, fiduciary, corporate and fund services. Based in offices across 10 key jurisdictions, its 300-strong team of industry experts is dedicated to creating and delivering bespoke solutions for its clients The company was acquired from Barclays in January 2016 by an experienced independent investor group, led by two families, Sarikhani and Nielsen, as well as Bart Deconinck as Deputy Chairman on the Board of Directors. ZEDRA has a diverse client base, including high-net-worth individuals and their families, international corporations, institutional investors and entrepreneurs. ZEDRA’s Employer Solutions team based in Guernsey is a leading provider of employee benefit trust and administration services for internationally-listed and private companies. With a dedicated team of specialists, ZEDRA has more than 17 years’ experience in helping companies motivate and incentivise their employees. ZEDRA facilitates a variety of incentive arrangements including classic share warehousing and hedging arrangements for listed-entities to acting as nominee and joint-owner for private companies. ZEDRA can help companies in the running of international Sharesave plans as well as succession planning for private companies.

Please contact Elaine Graham, Director and head of our Employer Solutions team, who would be delighted to discuss how ZEDRA can help you and your employees.


Exhibiting Sponsors

 

 

Baker & McKenzie LLP, a leading global law firm, advises on all aspects of the implementation and operation of UK and international employee share plans. From bespoke executive arrangements to broad-based employee plans, drafting plan rules and employee communications, liaising or negotiating with tax authorities we deliver a tailored approach to the effective design and successful implementation of your incentive plan to ensure that it meets your needs. The London practice is part of a leading network of international share plan lawyers; each of our 77 offices in 47 countries has experienced experts in international share plans.

 Capita logo

Capita Asset Services share plan team has developed long term partnerships with clients and managed their plans for more than 30 years. With our experience and relationship approach, we build long term partnerships and offer fully integrated services including:
- Ongoing support through share plan health checks;
- Share plans internal marketing and financial education of employees;
- Corporate and employee dealing;
- Share option and plan valuation.
Capita Asset Services, a division of Capita plc, is a FTSE 100 company and the UK’s leading provider of business process management and integrated professional support solutions..

 

Elian was founded in 1999, originally as Ogier Fiduciary Services Limited, part of the Ogier group. In that time we have grown rapidly and become a leading administration and trustee services provider across 15 global jurisdictions, employing over 640 people. The Elian Share Plan team provide trustee, nominee and plan administration services across a full range of share plans. Clients include FTSE, AIM and internationally listed companies, private companies and private equity backed ventures across a range of industry sectors and global locations. Our team of technical experts is professionally qualified and have a wealth of practical experience to support company plans. We are trusted by clients, respected by professional advisors and continually seek to exceed service expectations. Our market-leading share plan administration and reporting system enables us to provide bespoke online solutions for our clients' plans and offers participants and company co-ordinators unrivalled interaction with their administration and trustee services provider.

 

Equatex is a global compensation plan administrator that supports and work with over 200 international companies and more than 1.5 million of their employees, providing customised end-to-end solutions from administration, execution, accounting and financial reporting. With world-class cloud technologies and market leading financial reporting capabilities, we enable companies to deliver engaging compensation schemes across borders, languages and currencies.

Equatex UK Limited is licenced by the Financial Conduct Authority (FCA) and provides fully integrated share plan solutions to UK clients and their plan participants globally.

Equatex is headquartered in Zurich (Switzerland) and present on four continents and with nine operations centres worldwide.  

 Global Shares logo

Global Shares develops highly specialised, cloud-based software and administration solutions for public and private companies to manage employee share plans and share registers. We provide stock plan administrators with the tools to administer employee share plans both expertly and compliantly and manage their participants and process operational transactions in a fully branded and customisable online environment. Our products and services include Equity Software with integrated administration and participant portals, reporting tools, HR & broker integration, consultancy as well as full execution of shares, payment and FX services. Our software is developed and managed in-house and designed for flexibility and simplicity of use.

 ShareGift logo

ShareGift: business problem, business solution, charitable outcome.
ShareGift is a charity, launched in 1996, which provides a solution to the problems associated with small shareholdings and related small cash entitlements. It offers an invaluable resource to companies, their advisers and shareholders, and generates a multi-million pound funding stream for charities in the UK and Ireland. ShareGift is now routinely included in a variety of shareholder communications and corporate actions, with over £23 million donated so far to more than 2,000 charities, large and small.

 

Tapestry Compliance is a multi-award winning law firm specialising in all aspects of global employee and executive share plans and incentives. Tapestry advises many of the world’s leading global companies on the drafting, implementation and global legal and tax compliance of their plans. Tapestry was founded by industry leaders Janet Cooper and Bob Grayson and has the largest team of any UK law firm. Tapestry has an online database which helps companies manage their legal and tax aspects of their share plans in over 100 countries and provides the UK’s only professionally recognised qualification, the ICSA Certificate in Employee Share Plans.

 Twitter symbolTweet us @ifsProShare and use the hashtag #ProShareConf2016

Keynote speakers

We’ve secured a high-profile CEO to join us as our morning keynote speaker and an academic, published author from the field of behavioural economics as our afternoon keynote speaker.

We’ll be announcing further details soon...

Follow our Twitter feeds @ifsproshare and @GabbiStopp and join our LinkedIn group for regular updates on the conference and all other things share plans-related.




Twitter symbol Tweet us @ifsProShare and use the hashtag #ProShareConf2016

 

Venue

etc.venues St Pauls will once again play host to the 2016 conference. Boasting state of the art technology and facilities, not to mention a delectable menu, the central London location is easily accessible by multiple tube and rail stations including St Pauls, Moorgate, Barbican and Aldersgate.



 Twitter symbolTweet us @ifsProShare and use the hashtag #ProShareConf2016

Book your place(s)

Delegate pricing for plan issuer companies

ProShare members £15 per delegate
Non-members £25 per delegate

Attention non-members: if you enjoy the conference and take up annual membership within a month of attending conference, we’ll refund your conference delegate fees. If you join us within a fortnight of attending conference, we’ll refund your conference delegate fees AND give you a discount on your first year’s membership too. Do get in contact with us at ifsproshare@ifslearning.ac.uk  or on 0207 444 7141 for further details. View further details on the benefits of membership

Delegate pricing for advisors/providers

Gold provider/advisor member £195 per delegate (2014 price: £365)
Standard provider/advisor member £225 per delegate (2014 price: £475)
Non-member provider/advisor £575 per delegate (2014 price: £845)

Don’t forget that if you’ve taken up any of our sponsorship packages you will benefit from a number of FREE delegate passes (these are inclusive of staff manning your stand and/or speaking in break out sessions).
 

Major sponsor Eight free delegate passes
Supporting sponsors Six free delegate passes
Exhibiting sponsors Four free delegate passes

Those who have booked before the end of July will be entered into our prize draw to win £250 Mr & Mrs Smith vouchers *Conditions apply.  

*The draw will take place at the end of the conference and the winner must be present at the time of the draw to receive the voucher. To be in with a chance of winning delegates must ensure that any event attendance invoices are paid prior to the event.


Twitter symbolTweet us @ifsProShare and use the hashtag #ProShareConf2016

 

BT
Equiniti
YBS
Barclays
Capita Asset Services
Computershare