Anne was a secondary school 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 Research and Development, was promoted to the role of Director in 2007 before becoming Dean of Further Education and then Vice Principal.
Anne is responsible for the overall provision of ifs School of Finance further education and regulatory programmes, ensuring that delivery meets the strategic aims of the ifs and the learning objectives of students and employer organisations.
As part of the further education portfolio, Anne has overall responsibility for the Financial Capability suite of qualifications and the ifs Student Investor Challenge, the primary focus of which is to equip young people and adults with essential personal finance life skills.
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.
Tiffany is Share Plan Services Manager for BP.
Janet has been a lawyer with the international law firm, Linklaters, for nearly 25 years and leads the global Employee Incentives team, which extends over 25 countries with over 70 lawyers.
Janet has worked on a variety 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.
She led her team’s development of the first online database offered by a law firm, Blue Flag Employee Share Plans, to support companies operating their plans globally and developed the only 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 a director of Global Equity Organisation (GEO), 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 has been appointed the patron of Unifem London (United Nations Fund for Women) and is on the advisory board of Crucible College, a college at Roehampton University specialising in human rights and corporate responsibility.
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.
Richard Nelson Computershare
Richard joined HBOS in 1980, fulfilling roles such as Business Development Manager and Head of Sales and Marketing before being appointed Managing Director, Halifax Employee Share Services (ESS) in September 2005. Richard was instrumental in the successful merger of Halifax ESS with Mourant Equity Compensation Services to create HBOS Employee Equity Solutions in 2006.
In 2010, EES was acquired by Computershare and Richard is currently Practice Director for Computershare Plan Managers.
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.
Julie is Head of Employee Share Ownership at ifs ProShare.
Julie has worked in the employee share plans arena since 1993. Initially with Halifax as a Client Relationship Manager before moving to Capita Share Plan Services in 2001 where she became Head of Relationship Management before becoming Head of ShareSave. During her time in relationship management Julie worked with many multi national household names launching share plans to their employees. Julie has also spoken at a number of international conferences on employee share plans.
Whilst at Capita Julie also worked with the Financial Capability arm of the FSA to promote Financial Education to employees of the Capita Group.
Alan is Director of Corporate Governance at BT Group.
Iain is Client Relationship Director for Computershare Plan Managers.
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.
