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Capita Asset Services 

Expert solutions that get you where you want

We’ve been managing employee share plans for more than 25 years. With a team of highly experienced staff, we successfully administer a large number of share plans to over 400 companies globally from owner managed businesses to multi-national organisations.

We will work with you to help increase the response to employee share plans through effective communication programmes. Our Share Portal, which we can brand, translate and integrate with your own digital channels, provides a seamless online experience for employees to manage their accounts.

Our full range of share plan services includes:

  • Share incentive plans (SIP)
  • Sharesave (SAYE)
  • Executive share plans
  • International share plans
  • Employee benefit trusts (EBT)
  • Enterprise management incentives (EMI)
  • Irish profit share schemes
  • Approved profit sharing scheme (APSS)
  • Restricted share schemes (RSS/Clog)
  • Employee share ownership trusts (ESOT).

By fully understanding your requirements we are able to recommend a long term strategy to develop your share plan programme, which will be delivered by your own dedicated Relationship Manager.

We also offer:

- Share option and share plan valuations
- Wealth management: employee education
- Health checks
- Share dealing services
- Fiduciary services: provision of a corporate trustee for your Employee Benefit Trust(s), or the provision of a corporate nominee for your employees’ vested share awards.

“Capita have been our partner for 9 years, providing us with a suite of products including our Employee Share Plans, Employee Benefit Trust and share dealing. Combining these services provides us with a streamlined and responsive service. The number of participants in our share plans has grown dramatically since 2004, and having a partner like Capita gives us confidence that this growth can be accommodated.”
Admiral Group

David Isaacs
+ 44 (0)20 7954 9752
david.isaacs@capita.co.uk 
 
www.capitaassetservices.com

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