Qualification

Introduction to ESP and ESO

 

Details

  • Location: ProShare CGI Offices - Farringdon London
  • Cost: Please contact team@proshare.org
  • Spring 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: TBC
  • Location: Non-London, Location TBC

Autumn session

  • Date: Wednesday 14th October
  • Location: London - MUFG Offices

 

 

 

Register Here

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 Corporate Markets, whilst the afternoon covers a variety of Discretionary and Executive plans, led by experts Paul Abthorpe 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
ProShare
10:10
Why companies offer share plans
Karen Parkinson
PwC
10:20
SAYE (Sharesave)
  • Design features
  • Tax Treatment 
  • Q&A
Karen Parkinson
PwC
11:00
Stretch Break and Refreshments
 
 
11:10
Share Incentive Plan (SIP)
  • Design features
  • Tax treatment
  • Q&A
Karen Parkinson
PwC
12:00
Share plan management as a team sport:

How companies, advisors and providers work together effectively
Helen Hopkins
MUFG Corporate Markets
12:30
Lunch Break
 
 
13:30
Discretionary Share Plans (e.g., LTIP, PSP, Deferred share bonus arrangements) 
  • Design Features
  • Tax Treatment
  • Q&A
Tom Parker & Paul Abthorpe
Tapestry Compliance
14:40
Stretch Break and Refreshments
 
 
15:00
Tax-advantaged discretionary arrangements
  • Company Share Option Plan (CSOP)
  • Enterprise Management Incentives
  • Q&A
Tom Parker & Paul Abthorpe
Tapestry Compliance
15:55
The Importance of Effective Share Plan Communications
Martha Parkhurst
Eximia
16:25
Closing Comments
Sophie Altaf
ProShare