Qualification

Introduction to ESP and ESO

Overview

This ever-popular full-day workshop covers a range of all-employee plans in the morning, led by share plan expert Karen Parkinson from PwC, whilst the afternoon covers a variety of discretionary and Executive share plans, led by experts Suzannah Crookes 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

Details

  • Location: ProShare CGI Offices - Farringdon London
  • Cost: Please contact team@proshare.org
  • Date: Thursday 6th March 2025
  • Start: 09:30 Registration 
  • Finish: 16:30 Closing comments 
  • No formal qualifications required 
  • Eligible for 5 hours of CPD Certificate upon completion

Agenda for the day

Time
Session
Presenter
09:30
Registration
 
 
10:00
Welcome, introductions and background
Peter Swabey
10:25
Why companies offer share plans
PwC
10:35
SAYE (Sharesave)
  • Design features
  • Tax Treatment 
  • Q&A
PwC
11:20
Stretch Break and Refreshments
 
 
11:40
Share Incentive Plan (SIP)
  • Design features
  • Tax treatment
  • Q&A
PwC
12:30
Lunch Break
 
 
13:30
Discretionary Share Plans (e.g., LTIP, PSP, Deferred share bonus arrangements) 
  • Design Features
  • Tax Treatment
  • Q&A
Tapestry Compliance
14:40
Stretch Break and Refreshments
 
 
15:00
Tax-advantaged discretionary arrangements
  • Company Share Option Plan (CSOP)
  • Enterprise Management Incentives
  • Q&A
Tapestry Compliance
15:55
The Importance of Effective Share Plan Communications
Eximia
16:25
Closing Comments
Peter Swabey