Operating share plans globally is no easy task—but there are proven ways to significantly improve their effectiveness and impact. In this session, a highly experienced panel featuring leaders from NatWest, Sage, Tapestry, and Wealth at Work will share practical insights drawn from real-world experience across industries and regions.

The discussion will explore evolving trends in plan design, effective approaches to financial education (without crossing into financial advice), and strategies for engaging a multigenerational and multicultural workforce. 

KEY LEARNING POINTS:

  • Learn how to deliver responsible plan communications and financial education without crossing into regulated financial advice.
  • Discover innovative solutions to common communication challenges that improve how employees perceive and value their share plans.
  • Explore strategies for addressing cultural and generational differences to ensure equity programs resonate across regions.
Speaker/Author

Tom Parker, Tapestry (UK)
David Edwards, NatWest (UK)
Julie Shepherd, FGE, Sage (UK)
Sarah Long, Wealth at Work (UK)

Event date
Thursday, 23 Apr 2026, 09:30 - 10:20
Country
Breakout series
Location
JW Grand Salon 1
Field of Study
Specialized Knowledge
Level
O