Administration
Employee equity
Share plan administration can be complex and time-consuming. With our team’s deep knowledge on share services, strategic insights, and collaborative approach, we can help you work through the challenge.
We manage international clients of varying sizes, and share plans of up to 30,000 employees, offering all-employee plans, alongside executive and discretionary plans, integrating plan administration and trustee capability using our regulated independent fiduciary services. This allows for a seamless and personal service that we believe sets us apart.
Solutions
Share plan technology and administration
Share plan technology and administration
We provide dedicated teams and an end-to-end approach, offering helpdesk support and tailored reporting, covering the full range of both all-employee and executive/discretionary share plans. Through our administrative expertise, client-focused delivery model, and flexible, intuitive technology platform, bEnabled™, we ensure a solution that’s right for you and your organisation.
Learn more : Share plan technology and administration
Member portal
Member portal
Our share plan member portal is the equity hub provided by our bEngaged™ solution. Offering extensive self-service capabilities, it allows participants to manage their plans wherever they are, using any device, across multiple languages and currencies. From plan sign-ups and award acceptance, to the selling of shares in real-time, bEngaged aggregates the member’s portfolio into one consolidated view to deliver a consistent and engaging user experience.
Learn more : Member portal
Plan analytics
Plan analytics
Our analytics capability, bEquipped™, makes managing your plans simple, quick, and secure. Online reporting and advanced data analytics allow you to extract up-to-date information on all your plans, including member portal engagement levels and powerful insights into plan participation and saving trends, giving you the tools you need to make well-informed decisions on the success and value of your plans.
Learn more : Plan analyticsTrustee services
We offer an in-depth understanding of U.K. and offshore regulatory frameworks, enabling us to work with advisers to create and manage a range of trusts and share plans.
Member engagement
Member engagement
Working hand in hand with our administration services, our engagement specialists work with you to develop and implement tailored communication strategies and engagement tools that offer your plan members technology-enabled, user-centric ways of interacting with their equity plans.
Learn more : Member engagement