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An Introduction to Employee Share Plans and Share Ownership

An Introduction to Employee Share Plans and Share Ownership

Our first Introduction to Employee Share Plans and Share Ownership workshop of 2024 takes place on Wednesday 17th April at the ProShare offices in Farringdon.

This ever-popular full-day workshop covers a range of all-employee plans in the morning, led by share plan expert Karen Parkinson from PwC, whilst the afternoon covers a variety of discretionary and Executive share plans, led by experts Suzannah Crookes and Tom Parker from Tapestry Compliance Martha Parkhurst from Eximia wraps things up with an overview of why communicating your employee share plans well is so important.

This workshop provides 5 hours of Continuing Professional Development (CPD). CPD Certificates can be provided to delegates who require them.

ProShare’s Gold members all receive one free attendee place at every workshop we run!

You can reserve your place, or find out more, by contacting us at team@proshare.org.

Agenda for the day


Time

Session

Presenter

09:30

Registration

 

 

10:00

 

Welcome, introductions and background

 

Murray Tompsett –

Head of ProShare

10:25

 Why companies offer share plans

PwC

 

10:35

SAYE (Sharesave)

  • Design features
  • Tax treatment
  • Q&A

 

PwC

11:20

Stretch Break and Refreshments

 

 

11:40

Share Incentive Plan (SIP)

  • Design features
  • Tax treatment
  • Q&A

 

PwC

12.30

Lunch Break

 

 

13.30

Discretionary Share Plans (e.g., LTIP, PSP, Deferred share bonus arrangements)

  • Design features
  • Tax treatment
  • Q&A

 

 

Tapestry Compliance

14.40

Stretch Break and Refreshments

 

 

15.00

Tax-advantaged discretionary arrangements

  • Company Share Option Plan (CSOP)
  • Enterprise Management Incentives (EMI)
  • Q&A

 

Tapestry Compliance

15.55

The Importance of Effective Share Plan Communications

Eximia

16.25

Closing Comments

Murray Tompsett

16.30

  Networking and drinks (optional)

All