Administrative expertise and intuitive, engaging technology combined
Our award-winning plan technology platform and administration services deliver a first-class, high-touch personalised experience for you and your employees. We make it easy for you to manage potentially complex global plan arrangements, simplify your programme administration, reduce costs, and deliver a seamless experience for your international workforce.
Technology
The platform is highly adaptable to your organisation’s needs and makes it easy for everyone to view, manage, and transact on their equity, shares, and rewards, from any location. Features include:
- Interactive tools, encouraging your plan members to become more involved in their plans and make informed choices
- A single, consolidated view of all plans enabling single point share transaction execution on all plans
- Intuitive interface and tools, available in multiple languages and currencies
- Timely communications to highlight plan changes and transaction notifications
- Real-time updates of shareholdings and transactions
Administration services
Our dedicated administration team offers an end-to-end approach — from answering queries to dealing with complex issues and providing tailored reports. What’s more, our processes and timetables for every plan type are ISO approved.
With more than 25 years’ experience, we have implemented and administered a broad range of U.K., European, and global employee plans, with over 250,000 participant records involving various types of equity, including shares (real and phantom), options, loan notes, negotiable instruments, cash, and carried interest.
Trustee services
Based on our extensive knowledge of employee benefits, equity and share ownership, and rewards trusts, we provide U.K. and offshore trustee services to support all plan types, ensuring full compliance and effective management of assets.
We work with both corporate and private clients and offer trustees’ access to an independent and extensive network of legal and tax advisers and compliance specialists, providing well-regulated, tax-efficient benefits and related services.