CHAPTER LEADERS:
Sophie Altaf, Fidelity
Nicholas Greenacre, White & Case

CHAPTER COMMITTEE:
Janet Cooper, Tapestry Compliance
Jay Foley, Computershare
Mark Higgins, WPP
Hannah Needle, Tapestry Compliance

GEO BOARD CHAPTER LIAISON:
Elena Petrou, Aviva

London
UK & Channel Isles Chapter
globalequity.org/uk

United Kingdom
E-mail: GEOuk@globalequity.org     



On 18 October 2018, GEO was pleased to host attendees at GEO's UK Chapter Autumn Social Event. Thank you to everyone who attended, as well as to our speakers and event sponsors for their support.

Stay tuned for more information on upcoming activities in the UK region.

 

PAST CHAPTER EVENTS


Highlights from 18 October 2018

GEO's UK Chapter Autumn Social Event

Attendees joined us for an evening of networking with peers and industry experts from legal, tax and administrators in the City of London. We connected with some new and familiar faces, and took the opportunity to ask some burning questions to industry peers and experts. We also shared with you some updates on key GEO events coming up in London and Amsterdam, as well as an opportunity to win a free attendee pass to one of them!

 


Highlights from 20 June 2018

GEO's UK Chapter Meeting

TOPICS
Orlando Conference Roundup
Attendees heard from Issuer attendees of the recent GEO annual conference, as they shared highlights from the event and focused on the key insights gained over the 3-day meeting.
Presented by:
Pam Roffe, Royal Dutch Shell
Pat Sims, PJS Consulting
Louise Sutton, Unilever

As a judge of the GEO awards, Pat Sims also shared some tips on the awards process, and introduced you to some of this year’s winners who shared an overview of their case studies.
Featuring:
BAE Systems
HSBC
Janus Henderson
Sage Group

DISCUSSION DENS
We were excited to introduce a new format to this chapter meeting! We broke out into small groups to facilitate focused discussion with leading industry experts, on the topics most relevant to you.

Discussion Dens available were:

Share Plan Case Studies in the News
We discussed the practical implications of the recent share schemes case of J. Eric Daniels vs Lloyds Bank plc. which highlights some key legal considerations for companies when seeking to amend share plan rules. We gained updated insight into how the courts will view Remuneration Committees exercising discretion in relation to treatment of long term incentive awards.
Presented by:
Ian Brown, Associate Director of Legal Reward, Deloitte

Global Surgery
Do you operate a global plan or are you thinking of introducing one? If so, this session was for you. We found out what tax and regulatory changes are on the horizon, and what you can do to prepare your company. Attendees used this intimate setting to troubleshoot their global plan issues with experts and peers - from simplifying your employee communications to addressing those niggling local legal and tax issues.
Presented by:
Sally Blanchflower, Managing Associate, Tapestry Compliance
Hannah Needle, Legal Director, Tapestry Compliance

Maximising your share plan administration
We looked at the best practices, pitfalls and challenges of today's global equity compensation. Offerrf some food for thought on key items and then providrf a surgery approach for practical concerns of the audience to help them improve their share plan management internally or with their administrators.
Presented by:
Chris Mowatt, Director, Barclays

Communications Workshop
Communication is always high on the agenda at industry events, but why? We discussed with industry colleagues, sharing your thoughts on the value it adds to your plans and how to develop a communication strategy that delivers results. We were available to troubleshoot your concerns and hope attendees left with a clearer understanding of how other companies perceive the role communications play in their plans, their approach, insight to your own needs, and some useful tips!
Presented by:
Emma Dawson, Communications Consultant, Stitch Communications

Over there, over here…best practice for running incentive plans in the US and the UK
We shared best practices, focusing on tax after the recent US reforms, as well as providing an open forum to answer your burning questions!
Presented by:
Nicholas Greenacre, Partner, White & Case (UK)
Henrik Patel, Partner, White & Case (US)

What's happening in the board room? The changing corporate landscape
Attendees joined a discussion on how UK listed companies are responding to proposals for the “employee voice” in the boardroom and the increasing focus on reporting of workforce pay and policies. Attendees shared their views and heard how changes are impacting your peers.
Presented by:
Suzannah Crookes, Legal Director, Pinsent Masons

Market Abuse Regulation
Making the tricky calls – things to think about when you want to deal holding inside information. Attendees joined us to find out more and shared their insights.
Presented by:
Cara Hegarty, Senior Lawyer, Linklaters

Download:
Chapter Meeting Presentation – 20 June 2018

 
 
 
 
 
 
 
   
   

 


Highlights from 07 February 2018

UK Chapter Meeting

TOPICS
MiFID II Update
MiFID II is one of the largest, most complex pieces of EU legislation to come into effect in recent years. Whilst it is intended to strengthen investor protection and improve market transparency, it poses many challenges to the practical operation of share plans. ProShare's working party has met with the UK regulator, the FCA, and in this session we present what you need to know in order to 'MiFID-proof' your share plans.
Presented by:
Gabbi Stopp, Proshare

What’s on the Horizon for the New Year?
Panel led by Gabbi Stopp of Proshare, looking at what new regulations have come into play, or are coming soon that affect how share plans will need to be designed and managed. Taking into consideration changes including MIFID II, GDPR, UK budget changes and more – take this opportunity to get practical updates from the experts and learn how other firms are dealing with these changes, to help you prepare for the year ahead.
Presented by:
Isobel Evans, EY
Lynette Jacobs, Pinsent Masons
Rob McKinney, HSBC
Jennifer Rudman, Equiniti
Gabbi Stopp, Proshare

Global Updates for 2018
With many companies coming up to their annual share plans grant and vesting cycle, this is a key time of year to review recent changes to tax and regulatory rules which may impact on employee share plans. In particular, tax legislation is often introduced towards the end of the calendar year, coming into force on 1 January. This year we have seen major changes to the tax treatment of employee income in several countries, including the US, France and Romania, which we will discuss. France has also introduced another series of alterations to the ‘Macron’ tax qualified free share regime which will affect existing and new share plans for French employees. We will also cover some key recent/upcoming changes on the regulatory side, such as the introduction of gender pay gap reporting in the UK and how companies are dealing with this. Join us for a global tour of recent relevant tax and regulatory updates.
Presented by:
Hannah Needle, Tapestry Compliance
Lorna Parkin, Tapestry Compliance

Download:
Chapter Meeting Presentation – 07 February 2018

 
 

 


Highlights from 25 July 2017

GEO's UK Chapter Meeting

TOPICS
Panel: 2017 GEO Award Winners Share Their Stories
Some of the local award winners from GEO 2017 will join us to share their stories of challenge, success, and excellence in share plans.
Presented by:
Robert Head, Neo Reward
Elena Petrou, Aviva
Jessica Vinsand, SAP

Regulatory Challenges on the Horizon
Looking at GDPR, MIFID, MAR, and Brexit affects on share plans.
Presented by:
Ian Fraser, Simmons & Simmons
Nicholas Greenacre, White & Case LLP
Tim Hickman, White & Case LLP

 


Highlights from 09 February 2017

GEO's UK Chapter Meeting

TOPICS
Session 1: GEO Update
Presented by:
Phil Ainsley, Equiniti

Session 2: GAM Case Study
An insight into GAM's award-winning new global share plan (ProShare winner of Best International Plan 2016)
Presented by:
Hannah Needle, Tapestry
Ita Shaughnessy, GAM

Session 3: Remuneration policy renewal
A "behind the scenes" look at what companies are planning for 2017 in terms of policy renewals and how shareholders are responding, ahead of the upcoming AGM season
Presented by:
Sophie Black, Mercer

Download:
UK Chapter Meeting Presentation

 
 

 


Highlights from 5 October 2016

GEO's UK Chapter Social Event

TOPIC
The Big GEO Quiz
Attendees tested their GEO and general knowledge and met fellow GEO peers!
Presented by:
Question Master - Lindsey Doud, Head of Development & Strategy, RBC cees
Introduction - Nicholas Greenacre, Partner, White & Case
Question Master - Robert Head, Reward Director - Reward Consultant

 


Highlights from 14 June 2016

GEO's UK Chapter Meeting

TOPIC
2016 GEO Award Winners
Hear from some of the organisations who were recognised with a prestigious GEO Award at our 17th Annual Conference in Boston, MA in April. The Awards, now in their 15th year, continue to provide a leading stage for the industry to applaud innovation, excellence and achievement, and to honour individuals and organisations who have engaged, retained and recruited employees through their exemplary and industry leading compensation strategies.
Presented by:
Moderator: Robert Head, 2016 GEO Awards Judge
Louise Sutton, Unilever, winner of Best Plan Communication and Best Use of a Share Plan in an
Emerging Market

Jessica Vinsand, SAP, winner of Most Innovative and Creative Plan Design
Florence Rivoire-Lenglin and Louisa Mellor, DS Smith PLC, winner of Most Creative Solution
Iain Wilson, Computershare, winner of Best Plan Effectiveness

Downloads:
2016 GEO Award Winners

Join the discussion on GEOconnect: UK Chapter meeting success - 14 June 2016 - an update

 

 


Highlights from 8 March 2016

GEO's UK Chapter Meeting

TOPICS
Session A
2016 AGM Season approaches: what you need to know
Presented by:
Daniele Vitale, Georgeson

Session B
Financial Education case study: Henderson Global Investors
Presented by:
Stuart Hudson, AAG
Shelly Ribbons, Henderson Global Investors

Session C
UK Pension Changes - how will they affect executive compensation?
Presented by:
Nicholas Greenacre, White & Case
Alan Judes, Strategic Remuneration

Download the Presentations

 


Highlights from 4 November 2015

GEO's UK Chapter Meeting

TOPIC
Taxation of Internationally Mobile Employees
Presented by:
Jeremy Edwards, Baker & McKenzie LLP
Sarah McMaster, Baker & McKenzie LLP
Pat Sims, Pearson

 


Highlights from 11 June 2015

GEO's UK Area Chapter Meeting

TOPICS
AGM season, UK corporate governance update
Presented by:
Matthew Findley, Partner, Pinsent Masons
Andrew Ninian, Director, Corporate Governance and Engagement, The Investment Association

Horizon watching, what will the new Government do affecting equity plans
Presented by:
Suzannah Crookes, Legal Director, Pinsent Masons
Heather Self, Partner, Pinsent Masons

Downloads:
Introduction to GEO
AGM season, UK corporate governance update - Matthew Findley
AGM season, UK corporate governance update - Andrew Ninian
Horizon watching, what will the new Government do affecting equity plans - Heather Self and Suzannah Crookes

 


Highlights from 11 March 2015

GEO's UK Networking Event at The Counting House

GEO's UK Chapter gathered at the historic Counting House for an exclusive networking event to mark the coming of GEO's 16th Annual Conference to London in April and to meet familiar faces and fellow share plan peers.

Attendees received a welcome toast, courtesy of the UK Chapter committee.

 

 


Highlights from 21 January 2015

GEO's UK Chapter Meeting

TOPIC
Know Your "Know Your Customer" Compliance Requirements
Presented by:
Giles Capon, Partner, EY
Ian Hopkinson, Partner, EY
David Latham, British American Tobacco plc

Downloads:
Download the presentation

 


Highlights from 1 July 2014

GEO's UK Chapter Meeting

TOPICS
Forfeiture and clawback clauses are becoming more common (and not just in the financial services sector) - how enforceable are they?
Presented by:
Ian Fraser, Partner, Simmons & Simmons

Pensions deregulation - can a pension work as part of a Long Term Incentive Plan?
Presented by:
Nick McMenemy, Director, Head of Consulting, Arthur J. Gallagher Employee Benefits

Findings from the GEO 2014 Survey
Presented by:
Ralph Beidelman, Senior Vice President Total Rewards, Discovery Communications Inc.
Jay Foley, Managing Director, Computershare

Downloads:
Download the presentations

 


Highlights from 3 October 2013

GEO's UK Chapter Meeting

TOPICS
GlaxoSmithKline (Winners of GEO 2013 Awards for Best Plan Communication and Best in Financial Education): Employee Communications
Presented by:
Kirsi Mokhtar-Benounane, GlaxoSmithKline
Mark Sheppard, Copperfield Communication

UK Remuneration Round-up
Presented by:
Stephen Diosi, Ashurst

Global Nominees
Presented by:
Nancy Price, Linklaters
Graham Rowlands-Hempel, Linklaters

 


Highlights from 7 March 2013

GEO's UK Chapter Meeting

TOPIC
Executive pay at the crossroads - what does the future hold?
Presented by:
Nicholas Greenacre, White & Case
Robert Head, Pearsons
John Pymm, Towers Watson

 


Highlights from 16 February 2011

GEO's UK Chapter Meeting

TOPIC
Remuneration in the Financial Services Sector
Presented by:
Sophie Black, Principal, Mercer
Nicholas Greenacre, Partner, White & Case LLP
Jeremy Mindell, Senior Reward and Tax Manager, Henerson Global Investors
David, Shammai, Head of Executive Reward Policy, The Royal Bank of Scotland plc

Downloads:
Remuneration in the Financial Services Sector

 


Highlights from 2010 UK Regional Event

2010 GEO UK Regional Event

TOPIC
Up for a Challenge?
The HR community in the financial services sector has had to meet considerable challenges in recent times. With city bonuses already making headlines ahead of the next pay round, more challenges lie ahead. At the 2010 UK regional meeting, attendees heard first-hand experiences of the hurdles companies from the financial services sector and elsewhere are facing in an environment of ever-increasing checks and controls.

more information

 


Highlights from 8 June 2010

GEO's UK Chapter Meeting

TOPIC
The Impact of the General Election on Share Plans
Presented by:
Judith Greaves, Pinsent Masons
Nicholas Greenacre, White & Case

Downloads:
The Impact of the General Election on Share Plans

 


Highlights from 2009 UK Regional Event

2009 GEO's UK Regional Event

TOPIC
Taking Stock
Now is the time for companies operating global equity plans to take stock and consider the challenges ahead. At the 2009 UK Regional Meeting, GEO Award-winning companies presented case studies on their state-of-the-art plans and industry experts gave their views on the key current topics for global equity plan professionals.

more information

 

 

 

 
DATE/TIME
18 October 2018
17:30 Autumn Social Event


LOCATION
Balls Brothers at Adams Court
6 Adams Court
Old Broad Street
London, EC2N 1DX
United Kingdom
 
 

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