SIP & SAYE

J.P. Morgan recognises that your company's success is fuelled by the exceptional commitment and dedication of its employees. Workplace Solutions offer a comprehensive suite of technology and services designed to empower your team to confidently manage their workplace incentives. Whether it's share plan management for public and private companies, cap table management for start-ups, financial education, wealth-building tools and more, our intuitive resources help you to attract and retain talented individuals who share your company's vision. Contact us today to discover how we can empower your workforce.

Knowledge is power when it comes to financial wellbeing. At AAG Financial Education, we help employees understand their company benefits, make informed decisions and feel more confident about their financial future. For Share Plan and Reward teams, the challenge isn't simply putting a great scheme in place. It's making sure employees understand it, engage with it and know what to do when their shares vest or mature. That's where financial education can make a real difference. A well-designed share plan gives employees a genuine stake in their company's success and a valuable opportunity to save and invest. But the terminology, tax implications and decisions around vesting or maturity can feel complex. Our role is to make these decisions easier to understand. Through engaging in-person presentations, webinars and confidential 1:1 Financial Reviews, we help employees understand their share plan in the context of their wider financial position. Whether that's understanding what happens when shares vest, considering whether to hold or sell, understanding the tax implications, or exploring how share plan wealth fits alongside goals such as buying a home, retirement or building financial resilience. Supporting the Employee Share Plan Journey Financial education can add value at every stage of the share plan journey: • Joining the scheme: helping employees understand the fundamentals and make informed decisions about participation. • During the holding period: helping employees understand how their shares fit within their wider financial position. • Approaching vesting or maturity: helping employees understand the decisions and options available. • At vesting or maturity: helping employees understand the implications of holding, selling or reinvesting. • Beyond the share plan: connecting share plan wealth to wider financial goals. Built Around Your Scheme No two share plans or workforces are the same. We work with Share Plan and Reward teams to build education programmes around their specific scheme, employee demographics and key moments in the share plan calendar. Our flexible offering includes: • Share plan-specific in-person presentations and webinars • Sessions timed around grant, vesting and maturity dates • Executive workshops for senior employees • Confidential 1:1 Financial Reviews with FCA regulated advisers • Bespoke communications and engagement campaigns • CPD-accredited financial education Programmes can be delivered as standalone initiatives or as part of a wider financial wellbeing strategy. Helping Employees Get More From Their Share Plans Financial education is the bridge between offering a valuable benefit and employees genuinely understanding its value. At AAG Financial Education, we help employees understand their share plans, make informed decisions and connect their share plan wealth to the financial future they want. For Share Plan and Reward teams, that means a stronger employee experience, greater engagement with the benefit and more value from the investment you've already made in your share plan.

Equiniti are the UK's leading provider of share registration and associated investor schemes. With over 5,000 employees across 26 locations worldwide, we’ve been delivering innovative solutions to clients for over 70 years. Our expertise spans across multiple areas, including share registration, pensions, investment services, and employee benefits. Through our employee share plan services, we've helped hundreds of businesses to design, launch and administer their share plans, providing specialist solutions powered by technology we've developed. Our operational expertise supports the ‘employee to shareholder’ journey, putting employees at the heart every step of the way. To find out more, get in touch!

DATA3 are data + AI consultants + builders who help business leaders to power their growth by leveraging data + AI. DATA3 have delivered 300+ data + AI projects for 100+ clients with 4:1 ROIs and a +92 NPS score. Global operations, award-winning projects and B Corp Certified...DATA3's mission is to enable everyone to check on their performance like they’d check on the weather.