Equiniti

There's still time to register for our 2024 AGM Forum on Wednesday 25th September 2024 (09:15 - 10:30 BST) Lisa Graham, Head of Meeting Management at EQ together with Anne-Marie Clarke, Head of Corporate Governance, EQ Advisory, will share their experiences and insights into: ✅AGM Logistics ✅Managing questions ✅Voting trends ✅Resolutions receiving less than 80% support resolutions To register your interest in attending, please click below to ensure you don’t miss out on this annual event. 📅 Wednesday 25th September 2024 🕘 09:15 – 10:30 BST 📍 Online - GoTo Webinar https://lnkd.in/e9A9Vnhi Upon registering please use the ‘add to calendar’ option on your registration email to ensure the link is saved in your calendar.

SIP and SAYE reform   We’ve been eagerly awaiting a response to the non-discretionary tax-advantaged share schemes call for evidence published last year under the Sunak Conservative government.   A year on, and with no response, ProShare has written to the new Chancellor, Rachel Reeves asking for share plan reforms to modernise SIP and SAYE plans.   We agree that reform will be beneficial, helping with financial resilience for employees, a more engaged workforce and increased productivity. Hence, EQ supported this letter.   As background, the aim of the call for evidence was to gather information about the current usage of SIP and SAYE and whether they’re effective in achieving their stated policy objectives.   EQ consulted widely with clients and the overriding view was that although the plans are effective, change and improvement was needed. We, therefore, spent some time considering what changes might improve or simplify them, or provide additional flexibility on how they are run. We submitted our response to the call for evidence last year with a range of recommendations including:   SIP 💠 Reducing the tax-free period. 💠 Changing the treatment of reinvested SIP dividend income for non-qualified leavers, with no tax to pay on dividend income reinvested in the Plan, even if the resulting Dividend Shares are held for less than three years. 💠 Removing the 10% salary requirement for Partnership contributions.                                 SAYE 💠 Allowing additional flexibility to allow companies to choose whether to make Company Contributions, use auto enrolment, or use option price ‘look-back’.        💠 Extending qualified leaver provisions. 💠 Changing the basis for Capital Gains Tax treatment when exercising an option.   ProShare’s letter can be found here.

🌟 Huge midweek shoutout to both our ProSearch and Customer Resolutions teams for their amazing fundraising efforts! 🌟 Our ProSearch team took on a 6-mile charity walk across the beautiful Seven Sisters cliffs in the south of England, raising funds for Mind charity 🏞️👟. Meanwhile, our Customer Resolutions team held a delicious charity buffet at our Reading office to support The Rockinghorse Children’s Charity. 🍽️🎉. Together, these two separate events raised an incredible £500! A big well done to both teams for your dedication and generosity! 💙👏

Don't miss out on our exclusive webinar tomorrow with Thera Prins, CEO of EQ's Shareholder Services (UK) and Anthony Hall, MD, Corporate Services Shareholder Services (UK) as they provide an update on our latest products and services.   Hear from Thera and Anthony as they discuss recent changes, highlighting how those developments are enhancing our offerings. Additionally, they will share insights into many of the exciting changes you can expect to see in the near future. It's an update not to be missed! 📅 Thursday 12th September 2024 🕘 11:00 - 11:45 BST 📍GoTo Webinar Register Now https://lnkd.in/gufymNXh #Equiniti #ShareRegistration #SharePlans #shareholderServices

2024 AGM Season - Take a look at our Mid-Season review ahead of our AGM webinar on 25th September. In this whitepaper, we provide: 📈 A summary of voting for the 2024 AGM season (January to June inclusive). 💡 Key voting trends for the AGM season 🎯 Trending topics that are likely focus for the next AGM season Learn more here: https://lnkd.in/emZMUY6P

EQ Customer Resolutions rolled out Europe’s biggest complaint handling system for one of the UK's top retail banks, serving 70,000 users. Curious about how we did it and the difference it made? Check out the details here: https://lnkd.in/eces6FkM #complainthandling #complaintsoftware #financialservices #customerservice #customeroutcome

Join Us on Wednesday 11th September 2024 at The NED Debate 2024: Where Boardroom Challenges Take Center Stage! We’re delighted to be sponsoring the annual NED Debate. This year's motion, "This House believes boards struggle to identify and manage risk," promises to spark insightful discussions on the critical issues facing boardrooms today. The debate will feature prominent speakers such as Sir Chris Deverell, Dr. Ruth Wandhöfer, Angela Knight CBE, and Danny Lopez and chaired by Barry Gamble encouraging fresh perspectives. Event Details: 📅 Date: Wednesday, 11 September 2024 ⏰ Time: 16:30 - 19:00 📍 Venue: WTW, The Willis Building, 51 Lime Street, London, EC3M 7DQ Don't miss this opportunity to engage with thought leaders, network with peers, and influence the conversation on risk management in the boardroom. Secure your spot today! https://lnkd.in/eVZtqv_H We look forward to seeing you there!

Looking to join a thriving international company? At EQ, you’ll get the chance—and the benefits. We’re excited to be ranked among the top 15 Top Employers in the UK for 2024 and to have received a Best Practice Award for our outstanding training programs. This recognition highlights our commitment to creating a great workplace through strong HR policies and practices. If you’re ready to grow your career with a team that truly supports you, we’d love to have you on board. Interested? Apply today - https://lnkd.in/e4hYhMJ5 #TopEmployer #NowHiring #CareerOpportunities #JoinEQ #WorkWithUs

Congratulations to Marks and Spencer for winning the WSB award for Best Financial Education Strategy at last night’s WSB - Workplace Savings & Benefits Awards! 🎉🎉 This well-deserved recognition highlights the fantastic work M&S has done around the Sharesave maturity, providing valuable information to colleagues and supporting their financial well-being. Well done to the entire team! 🎉 #WSBAwards #FinancialEducation

Don't miss out on our exclusive webinar with Thera Prins, CEO of EQ's Shareholder Services (UK) and Anthony Hall, MD, Corporate Services Shareholder Services (UK) as they provide an update on our latest products and services.   This is your chance to hear from Thera and Anthony as they discuss recent developments, highlighting how those changes are enhancing our offerings. Additionally, they will share insights into many of the exciting changes you can expect to see in the near future. It's a webinar not to be missed! 📅 Thursday 12th September 2024 🕘 11:00 - 11:45 BST 📍GoTo Webinar Register Now https://lnkd.in/gufymNXh