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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
IN-PERSON CHAPTER EVENT
11 November 2025, 4 - 7pm GMT
GEO UK AND CHANNEL ISLANDS CHARITY EVENT
UK CHAPTER MEETING

London, UK

UK and Channel Islands

HELP THE UK AND CHANNEL ISLANDS CHAPTER GIVE BACK!

Join us for a meaningful and sociable evening on the eve of GEO's Pan European Regional Event (PERE), as we bring together the global share plan community for a night of connection and giving back.

This year, we’re proud to support Teams4U, a small charity based in North Wales that works with partners in Uganda, Sierra Leone, and Eastern Europe. Their Shoebox Appeal brings Christmas joy to children in need—and we’d love for you to be part of it.

We invite you to bring along small new items for donation (encouraged, but not required for entry):

  • Playing cards
  • Children’s puzzles (ages 3–11, small enough to fit in a shoebox)
  • Sweets/candy (with a use-by date of after June 2026)

AGENDA

4:00 PM – Arrivals

4:30 – 6:00 PM – Charity activity: Shoebox packing and wrapping
Enjoy tea, coffee, and cakes while helping to pack shoeboxes with thoughtful gifts. You’ll also have the chance to include a handwritten note for the child receiving your box.

6:00 – 7:00 PM – Networking drinks (kindly hosted by Baker McKenzie)

7:00 PM onwards – Optional social at a nearby pub
Whether you join us to lend a hand, reconnect with familiar faces, or make new connections, we’d love to see you there!

Special thanks to our generous hosts:

BAKER MCKENZIE
ARTICLE
27 August 2025
PISCES: A GAME-CHANGER FOR PRIVATE MARKET LIQUIDITY AND CAPITAL FORMATION IN THE UK
External News

AI Invest

Private and pre-IPO companies
All plan types
UK and Channel Islands

The UK’s new Private Intermittent Securities and Capital Exchange System (PISCES), launched in 2025 under a five-year regulatory sandbox, creates a regulated platform for intermittent trading of private company shares, bridging the gap between private and public markets. It provides liquidity for employees and early investors, offers pension funds and institutions access to private equity in line with regulatory goals, and allows companies to control trading parameters while retaining capital structure flexibility. While PISCES enhances transparency and capital formation, it does not guarantee continuous liquidity or raise new capital, making due diligence and governance alignment critical for both investors and private firms.

ARTICLE
13 August 2025
NEWRIVER REIT ENHANCES EMPLOYEE SHARE SCHEME WITH STRATEGIC SHARE PURCHASE
External News

TipRanks

Trending now
All plan types
UK and Channel Islands

NewRiver REIT plc announced that its Employee Benefit Trust has purchased 3 million ordinary shares to support current and future employee share schemes, reinforcing its commitment to staff and shareholder value. Analysts are mixed on the stock, with a recent Buy rating targeting £90.00 per share, while Spark’s AI analyst maintains a Neutral view due to bearish momentum and high leverage risks. NewRiver, a UK-based REIT specializing in retail assets, manages a £0.8 billion portfolio (7.9m sq ft) and £2.4 billion in total assets under management, focusing on retail parks, shopping centres, and regeneration projects.