Supporting you further
Quite often employees may not be financially aware of the benefits being offered, which is where financial education and good communication design can help. Similarly, when executives receive returns on share plans there is often a lack of assistance at this stage, which is where wealth management and wills services can be utilised.
To add value and encourage employees to remain loyal and focused on the company's long-term success, we realised that more should be offered around our core service areas, which is why we draw together partnered solutions for the affiliated areas of employee share plans to ensure we offer full support throughout the share plan life cycle and beyond.
Below provides a list of our key partners who offer services that support the operation of share plans. If you would like an introduction with one of our partners to ensure they have sufficient insight into you and your company, and to speak to the best person then please contact us and we will be happy to assist.
Partner Categories:
- Brokerage Services (1)
- Charitable Share Gifting (1)
- Employee Benefit Trusts & Trusteeship (1)
- Employee Communications Creativity & Design (1)
- Financing & Financial Advice (3)
- Global Payments & FX (1)
- Recruitment Services (1)
- Share Plan Administration & Software (3)
- Share Plan Education (3)
- Wealth Management Services (1)
- Wills & Inheritance Tax Planning (1)
BGF
Financial investment
BGF (Business Growth Fund) is the UK’s most active provider of growth capital to small and mid-sized businesses. BGF makes initial investments of between £2m and £10m and can provide additional funding to support further growth. BGF will provide long-term equity investment for companies with strong growth potential.
Chantry Corporate Finance
Financial advice
A specialist independent advisory firm, providing strategic financial advice to and undertake transactions for a range of entrepreneurial private and public companies both in the UK and overseas.
Crowdcube
Financial investment
The world’s leading investment crowdfunding platform. We enable anyone to invest alongside professional investors in start-up, early stage and growth businesses through equity, debt and investment fund options.
Cytec Solutions – Insidertrack
Insider management software
A class leading secure web-based software application that enables companies to efficiently maintain their lists of people and organisations with access to inside information as well as managing and recording all communications.
Cytec Solutions – Sharetrack
Share plan administration software
A flexible, advanced, web-based software solution, designed for the administration and management of employee share plans, share/nominee registers and associated reporting requirements.
ESOP Centre
Share plan research and lobbying
The Employee Share Ownership Centre is a non-profit organisation which draws from over 20 years of experience to inform, lobby and research in the interest of broad-based employee share ownership in the UK and Europe.
ESOP World Forum
Share plan education & learning
Letting business owners, executives, share plan administrators and others learn about the benefits, implementation, administration, and efficient operation of various Employee Share Plans and Stock Option Plans and to meet, question and share with their peers and thought leaders in Employee Share and Stock Compensation for Private Companies, pre-IPO companies and Listed Public Companies.
Eximia
Creative corporate communications
A creative design agency, specialising in effective communications to employees. Owned by a chartered company secretary, with extensive share plans experience. The team combine insight, creativity and marketing expertise to produce strategic campaigns for several large listed companies.
Global Shares
Software & administration
A market-leading provider of highly innovative web based software for the administration and financial reporting in the global share plan arena. A client-centric approach and fully-customizable products.
ifs ProShare
Financial education
A member-led, not-for-profit organisation, which works with its members, Government departments and agencies including the Treasury, BIS and HMRC, as well as the FCA, European Commission, and specialist, regional and national media always with the aim of protecting, promoting and enhancing the employee share ownership landscape.