
Anne Kiem was a mathematics teacher before embarking upon a career at what is now Barclays Wealth as a Fixed Income Strategist.
Anne joined the ifs School of Finance in 2004 as Head of External Affairs & New Projects, was promoted to the role of Director in 2007 before becoming Dean of Further Education in 2008. Anne was appointed Chief Executive of the Institute of Financial Services in 2010.
As well as running the Institute of Financial Services and chairing the ifs ProShare Advisory Panel, Anne also sits on the Council of Reference for St. Paul's Institute.
Phil is Head of Employee Share Plans at Equiniti. He represents Equiniti in the share plans arena, has responsibility for all the employee share plan services we provide to clients as well as market-facing communications covering Equiniti’s employee benefit solutions. He also has a strategic business development, market and product development role.
Phil joined the Lloyds TSB Group in 1979 and worked in the branch network, finance, electronic banking and personnel and training departments. Transferring to Equiniti, Phil has been involved with employee reward and benefits administration for the last 17 years and is on the board of the Global Equity Organisation, the Advisory Panel of ifs ProShare, a founder member of the Share Schemes Advanced Studies Group, on the ESOP Centre Academic Advisory Board and President of the WECC.
Gareth is a tax partner at International law firm SJ Berwin LLP. He has significant experience advising on all aspects of corporate and indirect tax, employee incentivisation and employee taxation.
Gareth is one of the main corporate transactional tax partners and advises on UK and cross border M&A (for public and private companies and private equity houses). In addition, he advises on corporate finance transactions and corporate restructurings.
Gareth also leads the Incentives practice and has significant experience advising on all aspects of UK and international employee incentivisation plans as well as UK and cross border employment tax and social security issues. His Incentives practice sits well with his corporate tax transactional practice as he is able to deal with both aspects on corporate transactions.
Gareth speaks regularly at conferences on both corporate tax and employee incentivisation matters and is described in Legal 500 as being ‘very clear with detailed technical knowledge’.
Julia is Share Plan Services Manager for BP.
Janet is a partner in Tapestry which specialises in global compliance of global incentives and employment. She is a pioneer in global employee incentives with nearly 30 years' experience working with many of the world's leading companies.
Janet has worked all types of employee share schemes, related financial products and corporate government issues around executive pay, and has published a book with Tolley's on directors' remuneration.
Janet developed the recognised qualification available in the UK for share plan professionals, the ICSA Certificate in Employee Share Plans.
As well as being a member of the ifs ProShare Advisory Panel, Janet is also Vice Chair of Global Equity Organisation (GEO), a director of the European Centre for Employee Ownership, a committee member of the UK Share Plan Lawyers Organisation, a co-founder member of the Share Schemes Advanced Studies Group, a member of the Institute of Directors, the Institute of Business Ethics and the Recruitment Society.
Janet's wider interests include human rights and corporate responsibility and she is a director of the UNWomen UK board (United Nation's entity which works for gender equality globally) and is on the advisory board of Roehampton University's Business School.
Jeremy is a partner and head of the Employee Benefits Group, part of the employment department of the London office of Baker & McKenzie.
Jeremy has 14 years' experience as an employee benefits lawyer and 2 years experience as a corporate lawyer. Jeremy advises on all aspects of employee share plans, executive compensation and the taxation of employees. Jeremy has substantial UK experience, including implementing plans for UK listed companies, advising on UK tax issues and dealing with share plans in the context of corporate transactions. Jeremy also has extensive experience in connection with the implementation of share plans globally and working with multi national clients.
As Head of Business Development, David is responsible for the overall business development of Capita Registrars.
He joined Capita in 2000, when IRG was purchased by Capita.
Before Capita David worked for Bacon & Woodrow for 5 years, where he specialised in employee share ownership and helped build and retain a portfolio of corporate clients. Following the purchase of Bacon & Woodrow by IRG in 1994, he continued to work within the business development team, helping to successfully grow the business.
Before launching ShareGift in 1996, Claire pursued a career in the City, joining UK Provident in 1981 as an investment manager, then moving to manage pension funds at Henderson. Between 1990 and 1991 she worked as a consultant to Invesco MIM, charged with devising a structure for, then setting up and marketing worldwide, the first pan-East European private equity fund.
In 1992 Claire joined Peregrine Securities, specialising in the Korean market. During this time, she lived in Seoul for four months helping set up the first domestic and international brokerage house by a foreign organisation in Korea.
Claire left the City in 1995 to plan and structure the concept for ShareGift, developing the initiative into its current position as a high-profile problem-solver for companies and shareholders. ShareGift now has an annual turnover of £1m+ and works with over half the FTSE 100 and very many smaller companies. Her achievements have been recognised with several awards, including a Beacon Prize and a special award at the Harpers Bazaar/Chanel Business Woman of the Year Awards 2006.
Jeremy is Senior Reward and Tax Manager for Henderson Global Investors. Jeremy has worked in international employment taxes for over 20 years. After working in a big 4 accountancy practice he moved in house to work with Henderson Global Investors. HGI has offices in 14 countries. Jeremy specialises in devising efficient cost effective and tax compliant pay, share scheme plans, expense reimbursement and reporting.
Francis is Head of Employee Share Plans and Share Registration at BT Group plc responsible for driving forward strategy, communications and administration of the group’s UK and global share plans. He has been at BT for nearly seven years.
Before this he was a share plans consultant at Mercer’s for two years. Before that he was Employee Share Schemes Unit manager at HM Revenue & Customs for six years, including during the introduction of the UK Share Incentive Plan (SIP) and EMI legislation.
Martin is the Managing Director of Killik Employee Share Services and a partner of Killik & Co, having previously worked in Employee Shares plans at Lloyds TSB Registrars.
Iain is Client Relationship Director for Computershare Plan Managers.
Iain joined Computershare in 2004, prior to which he headed Capita Share Plan Services' myshares business. He left Capita in 2003 to establish UK operations for Transcentive, opening their first non-US office in London shortly before the company's acquisition by Computershare in 2004.
Iain has more than 10 years' market experience leading teams designing and delivering innovative employee share plan offerings. He has also been key to the successful management of clients for whom Computershare provides both registry and share plan services, driving through a holistic and integrated approach to the account across both service areas. Iain is an integral part of the senior management team responsible for delivering innovative solutions and high standards of service. He has responsibility for Computershare's current portfolio of plans clients, spanning 30 of the UK's largest international companies.
During Iain's time with Computershare, he has been instrumental in launching the industry's first real-time SMS enrolment service; a ground-breaking global tax calculator and innovative paperless plans for a number of clients. His team has been recognised via many awards globally and locally as leaders in their field.

