UK and Channel Islands | Global Equity Organization

THANK YOU TO OUR CHAPTER SUPPORTERS

VIRTUAL CHAPTER EVENT

9 October 2024, 11am - 12pm EDT

UK CHAPTER MEETING

Manchester

All plan types

UK and Channel Islands

Join industry experts to gain insights into current trends and best practices for communicating with share plan participants, we will also answer your burning questions on the latest news in our industry with our hot topics roundtable! Whether you are a seasoned share plan professional, or someone newer to the industry, we have you covered - come meet, learn and network with everyone.

LOCATION
This is a virtual meeting. Details will be sent after registration.

Both GEO Member and non-members can attend at no cost, but registration is required.

REGISTER

ARTICLE

8 October 2024

UK - BIG NEWS: IA PRINCIPLES OF REMUNERATION 2025 PUBLISHED!

Tapestry Compliance

Legal and regulatory

All plan types

UK and Channel Islands

The Investment Association (IA) has released its updated Principles of Remuneration, setting expectations for the 2025 AGM season and beyond, emphasizing long-term value creation, strategic alignment, and improved company-investor consultation. Notable changes include the removal of the 5% dilution limit for discretionary share plans, potential exceptions to the 10% dilution limit for high-growth companies, and the exclusion of all-employee plans from the requirement for shareholder re-approval every 10 years. The IA clarifies that these principles serve as guidelines rather than strict rules, offering companies more flexibility while maintaining alignment with shareholder expectations.

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LIVE WEBCAST

8 October 2024, 12 - 1pm EDT

GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - US/Europe Timezone Compatible

Global Share Plans Ranking Study Sponsors

Data and business intelligence

All plan types

Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

Identify the top countries that excel in nurturing employee share schemes
Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
Discover common barriers that prevent the adoption of employee share schemes

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

REGISTER

LIVE WEBCAST

2 October 2024, 7 - 8pm EDT

GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - Australia/Asia Timezone Compatible

Global Share Plans Ranking Study Sponsors

Data and business intelligence

All plan types

Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

Identify the top countries that excel in nurturing employee share schemes
Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
Discover common barriers that prevent the adoption of employee share schemes

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

REGISTER

LIVE WEBCAST

19 September 2024, 11am - 12pm EDT

GLOBAL PERSPECTIVES: UNDERSTANDING EQUITY COMPENSATION PERCEPTIONS AND NEEDS ACROSS BORDERS

Emily Cervino, FGE, Fidelity
Sarah Francis, Fidelity

All plan types

Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

Uncover commonalities and distinctions in participant perceptions across diverse global locations
Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

For plan sponsor use only.
The Global Equity Organization and Fidelity Stock Plan Services are not affiliated.
Fidelity Stock Plan Services, LLC
© 2024 FMR LLC. All rights reserved.
135656.1.0

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ARTICLE

16 September 2024

EMI SCHEMES: ENTERPRISE MANAGEMENT INCENTIVES

BDO

Design and strategy

Stock options

UK and Channel Islands

Enterprise Management Incentive (EMI) schemes provide significant tax benefits for trading companies with gross assets of £30 million or less, allowing them to recruit and retain employees through share options without incurring income tax or national insurance contributions upon grant or exercise. Companies can grant options valued up to £250,000 per individual, with a total limit of £3 million, while ensuring that qualifying employees work at least 25 hours per week or 75% of their time for the company. However, companies must navigate potential pitfalls, such as changes in control or trading activities, and adhere to strict reporting requirements to maintain the favorable tax treatment of EMI options.

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LIVE WEBCAST

12 September 2024, 12 - 1pm EDT

BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types

Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

REGISTER

IN-PERSON CHAPTER EVENT

12 September 2024, 5 - 7pm BST

UK CHAPTER MEETING

LOCATION: Edinburgh

All plan types

UK and Channel Islands

Join us in Edinburgh for an afternoon of learning, networking and fun with the UK and Channel Islands Chapter.

Join industry experts to explore engaging topics. Gain insights into global market trends from a Natwest economist, discover strategies to enhance employee engagement and satisfaction, and learn key takeaways from the Nashville conference and equip yourself with tools for career advancement. We are also excited to bring the Next Gen program that was launched in May to Scotland. If you are seasoned in the share plan industry, bring along a newbie and for those who are more junior - come meet, learn and network with everyone.

After the educational sessions, enjoy a networking happy hour to connect with fellow chapter members and local professionals. Don't miss this opportunity to learn, grow, and network with the best in the industry.

We look forward to seeing you there!

LOCATION
Doubletree Hilton
34 Bread St
Edinburgh EH3 9AF
United Kingdom

This meeting is free to attend, but registration is required.

REGISTER

ARTICLE

11 September 2024

AXA'S SHAREPLAN 2024 ALLOWS EMPLOYEES TO INVEST WITH DISCOUNTED SHARE OPTIONS

Insurance Business Magazine

Design and strategy

Discount shares

UK and Channel Islands

AXA has launched its annual employee share offering, "Shareplan 2024," allowing over 110,000 employees in 40 countries to participate through two plans: the Classic offer and Guarantee Plus offer. Employees can purchase shares at a discount, with the Classic offer providing shares at 80% of the reference price and Guarantee Plus at 93.6%, along with a guaranteed return through AXA’s partner bank. The maximum capital increase under this offering is around €135 million, and the new shares will be eligible for dividends from January 1, 2024.

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CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

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PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions.

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REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content.

View regional news & resources

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WELCOME TO THE UK AND CHANNELS ISLANDS CHAPTER

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