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3.3 Going Global: Practical Considerations When Operating a Cross-Border Sharesave Plan

Operating a global share plan comes with a unique set of challenges, from regulatory and tax compliance to cultural differences across jurisdictions. In this panel discussion, Standard Chartered will share how they developed a preparation strategy and successfully introduced their Sharesave plan to employees worldwide. Attendees will gain practical insights into the realities of administering a global Sharesave, including the complexities involved and the tangible benefits that make the effort worthwhile.

KEY LEARNINGS:

  • How regulatory and tax obligations vary across jurisdictions and the implications for global plan administration. 
  • The full scope of administrative complexity when operating a global Sharesave. 
  • The importance of tailoring communication and education strategies to different regional audiences.
Speaker/Author

Sarah Fearnley, J.P. Morgan Workplace Solutions
Tejal Sanghrajka, Standard Chartered 
Matthew Hunter, Tapestry 
 

Event date
Wednesday, 12 Nov 2025, 13:30 - 14:30
Breakout series
Location
Lombard
Field of Study
Specialized Knowledge
Level
O

2.2 Be Prepared to Manage the Next Equity Plan Crisis!

The turbulence of recent years has placed equity plan administrators at the center of economic and organizational challenges—from market volatility to corporate restructuring. This interactive roundtable will feature administrators who have successfully navigated diverse disruptions, sharing real-world experiences, lessons learned, and strategies for staying prepared. Participants will explore practical preparation checklists for handling market down-cycles, regulation changes, plan amendments, M&A, and restructuring, ensuring that the next wave of turbulence doesn’t catch them off guard.

KEY LEARNINGS:

  • Proven strategies administrators have used to navigate volatility, corporate actions, and regulatory change. 
  • How to prepare for and respond to disruptive events with actionable checklists. 
  • Lessons learned from real-world case studies to build resilience into equity plan administration.
Speaker/Author

Elena Thomas, Empower
James Couchman, BMS Group

Event date
Wednesday, 12 Nov 2025, 11:45 - 12:30
Breakout series
Location
Fenchurch

3.4 Share-Friendly Nations: What Makes a Country a Leader in Equity Programs

Global Share Plan Ranking Report, which evaluates the “share friendliness” of 30+ countries. Developed in collaboration with leading experts in the design, implementation, and administration of employee share schemes, the report examines operating environments, adoption rates, and employee participation levels. Attendees will discover which countries lead the way in fostering employee share plans and learn how these practices can drive organizational growth while enhancing employee prosperity.

KEY LEARNINGS:

  • Insights into the global landscape of employee share schemes and which countries are leading the way.
  • How operating environments, adoption, and participation rates influence the success of share plans.
  • Practical takeaways for leveraging international best practices to enhance your own equity programs.
Speaker/Author

Amy Reback, GEO
Hannah Needle, FGE, Tapestry Compliance 
Alison Hughes, KPMG
Matt Connor, FGE, Lucid Motors

Event date
Wednesday, 12 Nov 2025, 13:30 - 14:30
Breakout series
Location
Mintster Forum
Field of Study
Specialized Knowledge
Level
O