ifs ProShare

1
ifs ProShare

• John Collison
• Head of Employee Share Ownership
• ifs ProShare

2
Introduction to ifs ProShare

• The Basics
• Member led
• Not-for-profit organisation
• Promoting the benefits of employee share
  ownership in UK

3
Introduction to ifs ProShare

• 1992
• Set up by Treasury, London Stock Exchange, FTSE
  100 Companies
• 2012
• Now part of ifs School of Finance
• Over 100 Members, SMEs, international companies,
  advisors administrators

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What we do

• Research
• SIP/ SAYE survey
• Annual across 8 administrators
• Investigates usage of SIP SAYE
• Monitors changing trends/popularity in plans
• Results are free to our members
• Industry leading

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What we do

• Research
• Collaboration of a 3 year project
• University of Loughborough
• The Human Impact of Employee Share Ownership
• Results due by May 2012

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What we do

• Lobbying
• HM Revenue Customs where we sit on the
  following committees
• Office of Tax Simplification
• Employment Related Securities Forum
• The Treasury
• Financial Services Authority
• Other industry bodies

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What we do

• Lobbying and Members
• Direct influence
• Encourage a favourable legal and regulatory
  framework
• Help to shape UKs Employee share ownership
  landscape
• Budget submission calling for SAYE savings and
  SIP contributions (supported by Early Day Motion
  in Parliament)

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What we do

• Education Professional Development
• Training courses, workshops seminars
• Formal learning with practical participation

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What we do

• Education Professional Development
• Range of courses/workshops on offer
• Technical introduction to Employee Share
  Ownership
• Effective communication and tax issues
• Implementing share plans in emerging markets
• Dealing with internationally mobile employees
• Share plans in the US

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Ifs ProShare Events

• Annual ifs ProShare Conference
• 10 October 2012 at the British Museum
• Attracts over 300 representatives from companies
  and practitioners involved in the employee share
  plane industry
• Unrivalled networking opportunity
• Opportunity to hear from experts across industry
  
• advisors, politicians, administrators and
  companies
• Prestigious Keynote speaker

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Ifs ProShare Events

• Annual Awards
• Benchmark of corporate excellence
• Opportunity for companies to gain recognition for
  their achievements.
• Over 500 people attend policymakers, business
  industry leaders.

12
Questions

• Thank You