Details
- Location: ProShare CGI Offices - Farringdon London
- Cost: Please contact team@proshare.org
- Date: Wednesday 8th April
- Start: 09:30 Registration
- Finish: 16:30 Closing comments
- No formal qualifications required
- Eligible for 5 hours of CPD Certificate upon completion
If you cant make it to the one in Spring we have other dates available!
Summer Session
- Date: Thursday 24th June
- Location: Non-London, Location TBC
Autumn session
- Date: Wednesday 14th October
- Location: London - MUFG Offices
Overview
This ever-popular full-day course covers a range of all-employee plans in the morning, led by share plan experts Karen Parkinson from PwC and Helen Hopkins from MUFG, whilst the afternoon covers a variety of Discretionary and Executive plans, led by experts Paul Abthrope 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 |
Sophie Altaf |
10:25 |
Why companies offer share plans |
PwC |
10:35 |
SAYE (Sharesave)
|
PwC |
11:20 |
Stretch Break and Refreshments |
|
11:40 |
Share Incentive Plan (SIP)
|
PwC |
12:30 |
Lunch Break |
|
13:30 |
Discretionary Share Plans (e.g., LTIP, PSP, Deferred share bonus arrangements)
|
Tapestry Compliance |
14:40 |
Stretch Break and Refreshments |
|
15:00 |
Tax-advantaged discretionary arrangements
|
Tapestry Compliance |
15:55 |
The Importance of Effective Share Plan Communications |
Eximia |
16:25 |
Closing Comments |
Sophie Altaf |