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Championing continuous development

20 February 2014

Equiniti employees are improving their knowledge with ICSA qualifications in Employee Share Plans

Pictured left to right: Wendy Butcher, Stuart Hack, Graham Bull, Charlotte Hodges, Nigel Denyer, Tim Roberts, Danielle Harmer, Graham Avinou and Jeff Schooley.

Investing in the training of employees is vital to the future of any business, and for Equiniti, it is no different. The Equiniti Employee Benefits team has been boosting its qualifications by sending employees to Tapestry Insight to gain the Institute of Chartered Secretaries and Administrators (ICSA) Certificate in Employee Share Plans.

Tapestry’s Janet Cooper has developed the ICSA Certificate in Employee Share Plans in conjunction with the ICSA, and it is currently the only professional employee share plans qualification available in the UK. Janet, together with Bob Grayson, has run Tapestry for seven years, leading to more than 600 people graduating with the certificate.

In recent years, nine Equiniti employees have gained the ICSA Employee Share Plans certificate and a further four are currently taking the course. It takes between six and twelve months to complete, with 30 hours learning and is split into two main modules, each with a final examination.

For share plans offered by UK companies or offered in the UK, the course covers many areas including: plan design, legal and regulatory (including Listing Rules, Model Code and latest governance considerations), executive share plans (including deferred bonus plans), long-term incentive plans and option plans, operating plans overseas, UK tax, accounting, administration, disclosure and reporting to shareholders. In the next course, Janet, who is always keen to stay abreast of industry developments, also plans to cover the recent changes made in the Finance Act 2013 to HMRC approved plans and the coverage of remuneration regulations.

Graham Bull, Senior Manager, Client Services at Equiniti, who has undertaken the course, said: “The world of employee share plans is vast and extremely complex. This course is structured in such a way that it makes a daunting and overwhelming subject a logical journey covering each and every aspect you may deal with. Janet and her team should be congratulated for putting together such an interesting and valuable qualification and even more so for the friendly and engaging manner in which it was delivered. This brilliant and well-designed course was easy to follow and even the complex accountancy and taxation elements proved simpler than I first feared. I learnt a terrific amount and it’s great to be able to bring this knowledge back to my team at Equiniti. I highly recommend this to all. Our clients are really benefitting from the wealth of information we have absorbed on the course. Some topic areas are relevant to roles on a daily basis and other areas, such as overseas plans, gives a useful background and reasoning to why each market and plan is highly individualised and intricate.”

Many other well-known companies, some of which are existing Equiniti Employee Benefits Solutions clients, have also attended the course, including Centrica, BT, Arm Holdings, Howells Associates, Legal & General, BP and IAG.

If you would like to find out more about this topic, please contact your relationship manager.

Tapestry can also provide training on employee share plans to meet client's specific needs for their teams or one to one training for new team members. If you would like more information on tailored training courses, please speak to Janet Cooper or Bob Grayson.

More information about the course is available here. If you would like more information on the ICSA Certificate in Employee Share Plans or would like to register, please contact Janet Cooper or Gabrielle Miranda (+44 7896 768669).

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