ifs Proshare

ifs ProShare Employee Share Plans Conference 2008

We are pleased to announce that Charlie Mayfield, Chairman of John Lewis, is the keynote speaker at this year's conference which will be held on Tuesday 23 September 2008 at the Hotel Russell, Russell Square. Please mark the date in your diary and let us know if you have any suggestions for topics or speakers.

Share Plans Conference 2008 Sponsors

We are delighted to announce this years’ Sponsors:

Major Sponsor



HBOS Employee Equity Solutions is the UK’s largest provider of employee, executive and global share plans.

We are highly trained and experienced share plan professionals totally focused on and committed to developing long–term mutually beneficial partnerships with our clients. We work with many of the world’s leading companies; our clients include 43 companies in the FTSE 100, 86 in the FTSE 250, 7 in the Dow and 27 in the FTSE Eurotop 100. We take care of plans in around 100 countries for over 400 clients.

We tailor our full range of products and services in order to provide a complete employee equity solution for our clients – in the UK, globally and offshore. Working in a flexible, client–centric way where the emphasis is not only on meeting short–term needs but also on building long–term relationships.

Contact details: Paul Stoddart (New Business Manager) paulstoddart@hbosplc.com Tel: +44 7836 660733


Supporting Sponsors



Baker & McKenzie LLP, a leading global law firm, advises on all aspects of the implementation and operation of UK and international employee share plans. The London office of Baker & McKenzie has a prominent and growing share plan practice that is able to help clients with all aspects of their share plans. We have extensive experience in both UK based and international based share plans. The London practice is part of a leading network of international share plan lawyers, with lawyers in each of our 68 offices in 38 different countries that are able to help.

If you would like to find out more on how Baker & McKenzie LLP can help your company, please contact Jeremy Edwards, the Partner heading up our London Employee Benefits Team, or another senior member of our Employee Benefits Team:

Jeremy Edwards 020 7919 1263 jeremy.edwards@bakernet.com
Alasdair Friend 020 7919 1740 alasdair.friend@bakernet.com
Fleur Benns 020 7919 1857 fleur.benns@bakernet.com
Michael Ingle 020 7919 1331 michael.ingle@bakernet.com




Encouraging loyalty in your employees needn’t be a challenge if you are able to offer them a little extra as part of their reward package.

Equiniti are a UK market leading provider of employee benefit solutions and manage around 24 million shareholder and employee records. Our commitment to the ESP market over the last 30 years has enabled us to develop a comprehensive administration service, which we currently offer to over 200 companies, ranging in size from 20 employees to more than 200,000.

Equiniti offers you and your employees a variety of plans including;

  • Tax approved share plans
  • Global stock plans
  • Discretionary plans
  • International Sharedealing
  • Corporate Sponsored Nominee
  • Trustees
  • Flexible Benefits
  • Pensions
  • Retail Investor Services
  • Corporate Actions
  • Employee Web-portals

The effective communication of your plan is key– let the knowledge and expertise we have built over time help you to achieve your participation goals.

To find out more about our services please email john.daughtrey@equiniti.com, call +44 (0)1903 833529




Killik Employee Services (“KES”) has become a dominant force in the provision of outsourced share plan administration and complimentary services to both UK and international employers of all sizes; working with them to deliver tailored solutions that fit their objectives, circumstances and budgets. Our clients include:

  • Thomson Reuters
  • BAE Systems
  • Connaught
  • Domino Printing
  • Greene King
  • Group 4 Securicor
  • Marks and Spencer
  • British Land
  • Willis

KES provide outsourced administration for both all-employee and executive share plans or software to companies who wish to administer their plans themselves. To compliment this world class administration service KES will seamlessly integrate stockbroking services including a market leading cashless exercise service; low cost share dealing for employees; wealth management and taxation services; corporate SIPP (Self-Invested Personal Pension) and workplace financial education and advice.

If you would like to find out more about our service offering please contact Peter Leach on 020 7337 0477 or email Peter.Leach@Killik.com.




Sanne Group is an independent group, based in Jersey, which provides trustee and corporate services. It has been established for over 20 years and has extensive experience administering a wide variety of structures for a diverse and multi-national customer base.

Sanne Group is committed to satisfying its customers‘ expectations and, through this culture, has built its reputation developing a strong and successful brand.

To deliver the range of services and expertise that its customers expect, Sanne Group is structured as three specialist customer–facing divisions: Human Capital Solutions, Private Wealth Services and Capital Markets Structures.

Its Human Capital Solutions division provides administrative services and operational support for both equity and non-equity employee incentive arrangements.

The equity team has considerable experience in administering all types of share plan including long term incentive plans, restricted share plans, phantom plans and large–scale, all–employee approved schemes. The non–equity team specialises in bonus deferral plans, co-investment structures and pension plans.

The teams within Human Capital Solutions also provide:

Comprehensive employee communication packages including employee presentations and dedicated telephone help-lines; and On-line databases (which can be tailored to meet each customer’s requirements) giving employers and participants secure, real–time access to plan information and providing employers with the core information required to complete their statutory returns.

For further information please contact Victoria Goode (victoria.goode@sannegroup.co.uk or 01534 750553) or Colum Spillane (colum.spillane@sannegroup.co.uk or 01534 750598)


Exhibiting Sponsors



Ogier’s Employee Benefit Team provides a professional, tailored and efficient administration service to a wide variety of employee benefit arrangements. The administration of restricted stock, stock option and phantom plans is core business to the Team as is the administration of deferred compensation and pension arrangements.

Many of the arrangements that are administered require the use of employee benefit trusts, which are administered by the Team both onshore and from multiple offshore locations.

Clients of the Team can take advantage of the web-enabled entitlement-tracking platform PlanTrack. The system has been designed by the Team to support the administration of employee benefit plans and it enables plan participants and employer representatives’ online access to view and interact with their benefit plan entitlements.

For an initial discussion, please contact:

Philip Norman, partner
Telephone: +44 (0) 1534 504430

Clive Chaplin, partner
Telephone: +44 (0) 1534 504250




Yorkshire Building Society is a market leader in the provision of Share Plan administration. With over 27 years experience we are well placed to help with your entire share plan needs, customising the service we provide to suit your company requirements. Whether your company is new to share plans or you have existing plans in need of a makeover, we have the people, systems and processes in place to make them a success.


Programme for the Day

23 September, Hotel Russell, Russell Square

As usual the programme for our conference is designed to have the broadest possible appeal whilst staying focussed on topical issues. This year we have a balanced programme addressing both technical and practical issues relating to Global Share Plans; wealth creation and Financial Education in the Workplace; corporate actions and running share plans. There will be company case studies, panel discussions and research findings.

Programme for the 2008 Conference and Exhibition
Time Session Speaker
0830 Registration and Exhibition
0930 Welcome from ifs ProShare Anthony Nelson
Chairman, ifs ProShare Faculty Board
0940 Welcome from the Conference Sponsor Richard Nelson
HBOS Employee Equity Solutions
0950 Investigating the human impact of employee share schemes: the research approach David McConville
University of Loughborough
1000 Keynote Address Charlie Mayfield
Chairman, John Lewis Partnership
1030 Breakout Session 1
  Creating wealth through share plans PricewaterhouseCoopers
  Global Update – what's changing around the world and how does it affect share plans? Jeremy Edwards & Fleur Benns
Baker & McKenzie
  Common Pitfalls in Share Plan Administration and tips on how to avoid them Stuart Hamon – Sanne Group
Colum Spillane – Sanne Group
1110 Refreshment Break
1140 Breakout Session 2
  Time for action on Financial Education Paul Stoddart – HBOS EES
Mark Sheppard – Copperfield Communication
  Introducing an international all-employee share plan John Daughtrey – Equiniti
  Latest trends in Executive Compensation Lynette Jacobs
Pinsent Masons
1230 Breakout Session 3
  EUPD panel discussion Jessica McMichael – Lovells
Adetutu Odutola – FSA
Jose Moncada – European Commission
Jeremy Edwards – Baker & McKenzie
Company – TBA
  Global Company Case Study Isabel de Minvielle Devaux
British American Tobacco
  Financial Education in the workplace – does it work? Stuart Bailey – FSA
1310 Lunch Break
1410 Breakout Session 4
  HMRC and HM Treasury – panel discussion Anne Croft – Linklater
Kevin Meehan – HMRC
  Life of the Offshore Trustee – a snapshot Peter Mitchell – HBOS EES
  Share Plans and Pensions – a company case study Mark Turvey – Novae Group
Peter Leach – Killik ESS
Alan Page – Killik ESS
1500 Breakout Session 5
  Sharesave Schemes over 25 Years: Past Performance and Future Trends Chris Jackson – Middlesex University
  Takeovers and Share Plans – x company case studies Mark Jenkins
1550 Closing Remarks Julie Richardson – Head of Employee Ownership
1615 Close of Conference

Don’t forget the 3 for 2 offer available on all bookings!

Book a place

To book yourself a place on this years’ Conference please click here.

Sponsorship Opportunities

Please click here to download our Sponsorship Opportunities leaflet.

Last years’ Conference

ifs ProShare Employee Share Plans Conference 2007

The Conference held at the Hotel Russell, Russell Square, on 27 September 2007, was opened by Donald Brydon, Chairman of the ifs School of Finance, and chaired by Daniel Dodd of the BBC, who has kindly donated his fee to the BBC Children in Need charity (see www.bbc.co.uk/pudsey for details of this year’s Appeal which is taking place on 16 November).

Lembit Opik MP gave a lively keynote speech in which he emphasised the Liberal Democrats’ strong support for employee share ownership, but cautioned that work was still needed “…to adjust the culture of some businesses in the UK who are not used to sharing the rewards of success.”

Delegates had a choice of 14 breakout sessions to attend. Thank you to all our sponsors and exhibitors.

HBOS Employee Share Solutions