If you would like more information or would like to change your cookie settings, please click here.
Now in its 25th year, our annual conference is one of the largest events of its kind in the UK. It is the perfect opportunity for plan issuer companies, administrators, advisors and providers to meet, network and discuss the trends defining the industry. We are delighted that YBS Share Plans is our major sponsor once again.
It’s a time- and cost-efficient way to:
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.
The ProShare App is now live and ready to be downloaded from the App Store and Google Play.
Join the QR Scavenger Hunt played through our App on the day for your chance to be in the prize draw to win a Fitbit Alta!
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 ‘The Future of Share Plans’. As we celebrate ProShare’s 25th year, we are looking to the future. What will help employee share ownership reach an even wider audience in the next 25 years? How will we engage harder-to-reach parts of the workforce? What role should technology play in running effective and efficient share plans both at home and abroad? How can the share plans industry harness the power of new technology – Augmented Reality, Blockchain, Bitcoin, machine learning, demographic change and other trends and technologies? How can we hard-wire fairness and equality of opportunity into share plans? We are including sessions on these topics and many more, including the science of behavioural economics, gender pay gap reporting, 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 favourites such as plan issuer case studies, technical sessions, and perspectives on global developments.
View our full programme here.
*Information up to date as of Tuesday 19 September*
View our sponsorship and exhibitor packages here.
We’d be delighted to welcome you and your firm as sponsors – please review the package options here.
Please get in contact if you would like to discuss a bespoke package. Simply email firstname.lastname@example.org - we welcome new ideas!
Major sponsor - YBS Share Plans
Digital sponsor - Equatex
Barclays | Computershare | Equiniti | Intertrust | Sanne | Solium | Zedra
Baker McKenzie | Capita Asset Services | Fidelity | Global Shares | KPMG | Secondsight | ShareGift | Tapestry | WEALTH at work
Share Plan services that give you more
Having the right employee reward strategy can give any company a competitive edge. It makes sure you attract the best people and helps your staff feel truly valued.
Since 1980,YBS Share Plans has been making this happen for hundreds of companies with our award-winning share schemes. In fact we’re one of the UK’s largest providers of share plans. Our global coverage stretches over many jurisdictions, and we can hold deposits in multiple currencies. What’s more, as part of the Yorkshire Building Society, we belong to a mutual society where our aim is deliver a simply brilliant customer experience with high quality service at its heart.
You can set up, manage and participate in our share plan services using the latest digital communications that can interface with your existing portals or simply by picking up the phone to us, we put you in control.
Whether you’re looking at All Employee or Executive Share Plans for your employees in the UK, Republic of Ireland or globally, we make the entire process easy and simple with a range of supporting and complementary services.
Our tailored approach gives you the confidence to make the right choices. Not just for today, but years into the future.
Equatex is a proven leader in delivering global compensation plan management solutions. Our trusted experts are passionate and committed to making our clients’ compensation plans successful by providing the most innovative end-to-end platform, global insight and pioneering solutions in the industry.
Equatex works with 200+ companies worldwide and connects with over 1.5 million of their employees. We serve clients from across the STOXX Euro50, DAX, FTSE 100, NYSE, NASDAQ and more. Our clients operate across all major industries, from industrial, financial services, healthcare, pharmaceuticals to energy and IT. We manage equity plans of all types: Executive and All-Employee plans including Share Purchase, Options, Restricted, Performance, SARs, Phantom shares, as well as country specific plans such as SIP and SAYE.
For nearly two decades Equatex has delivered excellence in executive and all-employee compensation plan administration, from implementation to distribution, reporting and expiry of the plans. And thanks to our global experts and offices in major financial hubs, we navigate the complexities of local tax and the regulatory implications of international plans with ease, to help our clients stay at the forefront of the industry.
By using world-class cloud technology, our products and services are tailored to our clients’ compensation goals and the plan participants’ needs. With the launch of a next-generation user experience in our trusted platform EquatePlus last year, we are redefining the way plan participants interact with their compensation and share participation schemes. The platform, together with our mobile application and market leading reporting capabilities, enables global companies to deliver effective and engaging compensation plans across borders, languages and currencies.
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.
As a trusted partner to 1,500 clients with 4.8m participants in 190 countries, Computershare is the world's leading provider of specialist equity compensation and employee share plan services.
Our technology, services and people come together to offer an integrated solution for the life of your equity plans. At every step we strip away the complexities that come with the territory – regulation, tax, reporting, allowing you to focus on the bigger picture and us to focus on delivering service excellence to your participants.
Equiniti Boardroom – Powering the UK’s PLCs.
There is no doubt that employee and executive share plans have a positive effect on staff engagement.
For over 35 years, Equiniti has provided a high quality, technology-driven service to businesses who use equity and wider benefits to recruit, engage and motivate their employees.
We work with a broad range of companies that have employee populations ranging from 30 to 300,000, located in over 120 countries. We go beyond simply administering plans to the highest standards, working with clients to ensure their people understand the value of the benefit offered, are able to make informed personal decisions and achieve the highest possible participation rates.
With a core capability to handle scale and complexity, our talented people and integrated platforms deliver innovative market-leading employee equity services.
Our solutions cover four key areas:
• All employee share plans
• Executive and discretionary share plans
• Trustee Service
• Creative design
Our technology-driven approach, combined with an extensive team of experienced, specialist staff, ensures that we deliver your share plan administration efficiently, reliably, and cost-effectively.
Come and visit our stand to find out more, or contact: Phil Ainsley, Managing Director, Employee Services at Phil.email@example.com
Intertrust's Share Plan team provides trustee and/or administration services across a wide range of share plans including long-term incentive plans, share option plans, deferred bonus share plans, phantom share plans, share warehousing and revenue approved share plans. The team has extensive experience in managing all aspects of plan life cycles and particular expertise in more complex corporate actions affecting their clients.
Our team of technical experts are all professionally qualified and have a wealth of practical experience. We are trusted by our clients and are respected by advisors. Our clients include FTSE, AIM and internationally listed companies, private companies and private equity backed ventures across a range of industries and global locations.
Our market-leading share plan administration and reporting system enables us to provide bespoke solutions for our clients and offers participants and company co-ordinators access and control.
SANNE is a leading global provider of alternative asset and corporate administration services.
Established for over 25 years and listed as a FTSE 250 company on the Main Market of the London Stock Exchange, SANNE employs more than 1,000 people worldwide and administers structures and funds that have in excess of £160 billion of assets.
Our Executive Incentives business provides specialist trusteeship of employee share trusts and associated plan administration services to support the operation of an extensive range of employee and executive incentive plans.
Our team comprises more than 30 professionals, with first-hand experience of managing an increasingly sophisticated and diverse range of requirements. We work in partnership with our clients, including FTSE, AIM and internationally listed companies, private companies and fund managers all ranging in size, profile, sector and jurisdictional exposure.
In addition to standard trust and incentive plan operations, we are recognised in the market as having particular strength in transaction management, corporate actions and managing complex transactions for the private equity sector.
Our independence, extensive experience and rigorous principles of control and corporate governance allows us to deliver a service of the highest quality to clients.
Since 1999, Solium has been helping companies to simplify the complexities of their share plans. We achieve this through a combination of best in breed technology and service delivery. Our software, Shareworks™, brings all the key elements of share plan administration together in one powerful cloud-based solution. Now you can collaborate, share, comply, trade, model, support decisions, create reports and control your plan more simply and securely. Solium has offices in UK, EMEA, North America and Asia Pacific. Visit: solium.com/uk
ZEDRA is an independent, global specialist in trust, corporate and fund services. Based in key jurisdictions across Asia, Oceania, the Americas and Europe, the team of nearly 500 industry experts is dedicated to creating and delivering bespoke solutions for a diverse client base including high-net-worth individuals and their families, international corporations, institutional investors and entrepreneurs.
ZEDRA is pleased to announce that Elaine Graham (Director and Head of Employment Benefit Solutions) will be a Speaker at the ProShare Conference this year, following her recent win at the CityWealth Magic Circle Awards. Elaine won the prestigious industry award for Woman of the Year.
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 Asset Services is one of Europe’s leading asset servicing platforms, and administer and safeguard more than £600bn of assets across 10 highly-regulated European jurisdictions. We are one of Europe’s leading share plans providers; we manage 1 in 3 UK SIPs and administer a range of share plans for over 200 corporate clients, including SIPs, ShareSave (SAYE), LTIPs and offshore plans. Through our wider services including share dealing facilities, valuations and accountancy, and corporate trustee, we offer end-to-end support for companies and enable them to maximise employee engagement. For more information, visit http://www.capitaassetservices.com/
Fidelity Stock Plan Services
Our solid foundation in share plans includes over 15 years of experience, market leadership in the U.S., and an unprecedented No. 1* rating six years in a row. With our unwavering dedication to the industry and continued investment in products and services, we are building THE future of global service in share plan recordkeeping.
Global capabilities are a top priority at Fidelity, offering:
Find us at fidelity.com/stockplans.
Global Shares is a leading global provider of equity compensation management solutions, providing Stock Plan Administration, Global custody, Share-dealing and Financial Reporting Services to companies and their employees in over 100 countries worldwide. We develop highly specialized cloud-based software solutions for private and public companies of all sizes to manage their employee equity plans. Our technology platform is developed and managed 100% in-house, whilst our highly skilled team of equity professionals deliver the highest levels of service with a personal touch. Our client listing includes some of the largest and best-known companies in the world who use equity compensation to attract and retain a top-class employee base. Established over 10 years ago, we have offices in the US, UK, Ireland, Germany, Portugal and Hong Kong.
KPMG LLP is a leading UK provider of tax, audit and advisory services. We are a UK limited liability partnership, employing 13,500 people in 22 offices across the country. We focus on clients’ big issues and opportunities by providing innovative approaches and deep expertise to deliver real results. KPMG in the UK is part of a global network of member firms operating in more than 150 countries.
KPMG’s Global Incentive Compensation Services (GICS) practice is dedicated to helping companies better manage their incentive and equity plan. Its extensive tax, legal and advisory services is acclaimed as an enterprise-wide service, supporting all stakeholders of the company. This offering is ably supported by KPMG’s Global Equity Tracker (GET) technology, a market leading on-line system which enables companies to be compliant on equity taxation.
Secondsight is a multi-award winning employee benefits, wellness and financial education specialist. We advise major UK employers and global brands, across different industry sectors.
Our passion is to create financial certainty for our clients’ employees through the delivery of an outstanding employee benefits experience, resulting in improved employee engagement and enhanced employer return on investment.
We can help with the design and delivery of your employee workplace savings schemes. Keeping it simple, we use proven communication and education methods, and our Sharesave portal.
Secondsight is the dedicated employee benefits division of national firm of financial advisers, Foster Denovo Limited, which is authorised and regulated by the Financial Conduct Authority.
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 £25 million donated so far to more than 2,500 charities, large and small.
Tapestry is a multi-award-winning specialist law firm with the largest incentives team of any UK law firm.
Founded by Janet Cooper OBE (who established and led Linklaters’ global incentives team for 20 years) and Bob Grayson (former in-house counsel at Shell, managing global compliance for 100,000+ employees). Tapestry Compliance advises on all aspects of global HR compliance, with a focus on legal and tax due diligence for international incentive plans. The firm understands the need for a sensible, cost-effective approach towards compliance and the need to make local regulations work in the framework of a global remuneration policy.
WEALTH at work is a leading provider of financial education, guidance and advice in the workplace.
It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education tailored to their needs.
Its guidance and financial advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.
This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.
Nicola joined S.G. Warburg as a graduate trainee. She worked with Leonard Licht, one of the leading fund managers in the City during the 1980s, and together, they built up the Specialist Equity team of what became Mercury Asset Management and was appointed a director in 1989.
In 1997, Nicola left Morgan Grenfell and set up SG Asset Management for the French bank, Société Générale. The initial target for funds under management was £5 billion in five years. This target was reached after two years and within three years, the firm’s funds under management had reached £7 billion.
In 2004, Nicola set up Bramdean Asset Management LLP with Sir Derek Higgs, with the business launching at the beginning of 2005. Bramdean ran a number of alternative investment mandates before selling the bulk of its business to Aberdeen Asset Management at the end of 2009. Bramdean continued to create and structure innovative new investment vehicles, primarily for the film industry through Derby Street Films.
Nicola is now the CEO of Money&Co, a debt crowdfunding business aiming to connect investors looking for a better rate of interest on their cash, with businesses seeking finance to grow. Money&Co. received its full FCA approval earlier this year and also has approval from HMRC to act as an ISA manager.
Inspirational. Trailblazing. Uncompromising. All three of these words have been used to describe our afternoon keynote speaker, Dame Stephanie ‘Steve’ Shirley. Dame Stephanie has led a truly extraordinary life, and has overcome challenges and heartbreak that would floor most people. The original IT entrepreneur and female founder, Dame Stephanie started her software company Freelance Programmers (later renamed F.I. Group) in 1962 and floated it on the London Stock Exchange in the 1980s. Having shared much of the equity with her largely female staff, the successful flotation turned many into millionaires overnight. Later known as Xansa plc, the company received a ProShare award in 2004 and we are absolutely thrilled to have Dame Stephanie return this time to speak at our conference.
etc.venues County Hall will host the 2017 conference. The newest venue in the etc.venues portfolio and freshly refurbished, boasting state of the art technology and a delectable menu. The venue is located in the heart of London, next to The London Eye and opposite The Houses of Parliament & Big Ben.
The venue is easily accessible by multiple tube and rail stations including Waterloo and Westminster. Please visit their website for directions.
etc.venues County Hall
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).
Those who have booked online before 5pm on Monday 31 July 2017 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.