ifs ProShare

John CollisonHead of Employee Share

Ownership

ifs ProShare

Introduction to ifs ProShare

•The Basics

• Member led

• Not-for-profit organisation

• Promoting the benefits of employee share ownership in UK

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, SME’s, international companies,

advisors & administrators

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

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

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

What we do

•Lobbying and Members

• Direct influence

• Encourage a favourable legal and regulatory framework

• Help to shape UK’s Employee share ownership landscape

• Budget submission calling for SAYE savings and SIP contributions (supported by Early Day Motion in Parliament)

What we do

•Education & Professional Development

• Training courses, workshops & seminars

- Formal learning with practical participation

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

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

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.

Questions

Thank You