ifs Proshare

Programme

27th September 2007
Please click on a the title of a breakout session to access the presentation slides.
Time Session Speaker
08:30 Registration and Exhibition
09:30 Welcome from ifs ProShare Donald Brydon
Chairman, ifs School of Finance
09:40 Chairman's Introduction Daniel Dodd, BBC
10:00 Keynote Address Lembit Opik MP, Liberal Democrat Shadow Secretary of State for Business, Enterprise and Regulatory Reform
10:30 Breakout Session 1
B1.1 Financial Education in the Workplace – Research Findings (PDF) (opens in a new window) Professor Andrew Pendleton,
University of York
B1.2 Launching an International Share Plan – Technical Issues (PDF) (opens in a new window) Jeremy Edwards, Baker & McKenzie
B1.3 Wealth creation through share plan participation (PDF) (opens in a new window) Peter Leach & Alan Page
Killik Employee Services
11:10 Refreshment Break
11:40 Breakout Session 2
B2.1 Financial Education in the Workplace – Presentation from the FSA (PDF) (opens in a new window) Stuart Bailey, FSA
B2.2 Launching an International Share Plan – Company Case Study (PDF) (opens in a new window) Mark Jenkins, Wolseley plc
John Daughtrey, Lloyds TSB Registrars
B2.3 Retaining senior executives on a cross- border takeover (PDF) (opens in a new window) Amanda Flint Chiltern plc
12:30 Breakout Session 3
B3.1 Financial Education in the Workplace – Case Study from Orange (PDF) (opens in a new window) Pat Sims, Orange
B3.2 SAYE v SIP – Research Findings (PDF) (opens in a new window) Professor Andrew Pendleton, University of York
B3.3 Employee Share Plans – Panel Discussion HMRC (No slides used) Chaired by Anne Croft, Linklaters.
HMRC Representatives: Nic Clarke, Ellie Mayor, Kevin Meehan, Chris Murricane, George Webster
13:10 Lunch
14:10 Breakout Session 4
B4.1 Trust and administration services from a single provider (PDF) (opens in a new window) Peter Mitchell HBOS Employee Equity Solutions
B4.2 In a changing market, what do companies want from their share plan administrator? – Panel Discussion (PDF) (opens in a new window) Francis O'Mahony, BT Group
Stephanie Hallett, Cadbury Schweppes
Dave Coleman, J Sainsbury plc
B4.3 Making the most of your share plan maturity (PDF) (opens in a new window) Hargreaves Lansdown
14:50 Refreshment Break
15:20 Breakout Session 5
B5.1 Technical Review - Panel Discussion (No slides used) Carol Dempsey, PwC
Paul Jackson, HSBC
Shelley Doorey, UBS
Louise Drake, Yorkshire Building Society
B5.2 Little and Large - a Company Case Study (PDF) (opens in a new window) Ann Govier Marks & Spencer
Rob Perkins Thomsons Online Benefits
16:10 Chairman's closing remarks Daniel Dodd, BBC
16:20 Prize Draw
16:30 Close of Conference
HBOS Employee Share Solutions