ProShare’s annual SAYE and SIP report provides a unique lens on the performance of UK tax-approved plans. This year’s data reveals declining participation rates and reduced company interest in launching new plans, alongside evidence that cost-of-living pressures are influencing employees’ investment behaviours and decisions at maturity. 

In this session, we’ll explore these trends through case studies from issuers and examine what companies need to consider for the success of their plans in today’s changing environment—from generational shifts and the AI revolution to the ongoing challenges of recruitment, retention, and motivation. 

Attendees will gain insight into the future of UK-approved plans and how they can continue to support both employee and corporate success.

KEY LEARNINGS:

• What current participation and maturity trends in SAYE and SIP mean for companies and plan participants.
• How external factors like cost-of-living, workforce demographics, and technology are shaping the future of UK share plans.
• Practical considerations for designing and positioning SAYE and SIP plans to drive engagement, retention, and shared success.