Equiniti Share Plans
Design, launch, and administer employee share plans to engage and reward your workforce.
Executive Summary
Equiniti Share Plans is a comprehensive platform designed to help businesses manage employee share schemes, including SAYE (Save As You Earn) and SIP (Share Incentive Plan). It provides robust tools for equity compensation, share dealing, and full administration, targeting companies from 30 to over 300,000 employees. The platform streamlines complex processes, enhances employee engagement through accessible technology, and ensures regulatory compliance, allowing businesses to attract, retain, and motivate talent effectively.
Use Cases
- Designing and launching various employee share plans (SAYE, SIP, Executive Schemes).
- Administering complex equity compensation plans for diverse employee populations globally.
- Facilitating employee share dealing and managing vested share accounts.
- Ensuring regulatory compliance for share schemes across multiple jurisdictions.
- Enhancing employee engagement and financial literacy through accessible share ownership.
- Providing in-house software tools and support for companies to manage their own share plan administration.
Features
Visibility
- Employee Portal Access: Provides a secure online portal for employees to view their shareholdings, transaction history, and plan details.
- Mobile App Monitoring: A dedicated mobile app allows employees to view, monitor, and transact on their investments on the go, with real-time updates.
- Administrator Dashboards: Offers administrators comprehensive dashboards to oversee all share plans, track compliance, and manage employee participation.
- Audit History and Reporting: Maintains a full audit history of all transactions and provides flexible reporting for administrators and authorities.
Intelligence
- Tailored Communication Strategies: Supports clients in developing effective communication strategies to engage employees and explain share scheme choices clearly.
- Financial Wellbeing Education: Partners with financial wellbeing specialists to offer seminars and resources on tax implications and investment strategies.
- Push Notifications for Milestones: Utilizes push notifications via the mobile app to inform employees of key milestones and actions required for their share plans.
- Expat-Ready Tax Treatment: Handles multiple currencies and tax treatments for global employee populations, simplifying international share plan administration.
Support
- Dedicated Helplines and Contact Centers: Provides knowledgeable contact center staff and helplines for employee and administrator queries.
- Online Help Center: Offers an extensive online help center with FAQs and resources to assist users.
- Client and Onboarding Teams: Features expert client and onboarding teams to guide businesses through setup and ongoing management.
- Dedicated Partner Support: Provides a dedicated support team for partners, facilitating seamless integration and collaboration.
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant cloud
- Deployment
- Cloud/SaaS
- Authentication
- PIN, Facial Recognition, Fingerprint Biometrics, HTTPS
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Databricks
- Generative AI
Security & Compliance
Certifications: ISO 27001, UK GDPR
Encryption: Strict encryption and anonymisation of data at rest, HTTPS and other security protocols in transit.
Data Residency:
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual, Multi-year discounts
- Free Trial
- No (credit card required)
About Equiniti
Equiniti is a leading international provider of tech-enabled shareholder, retirement, and remediation services. The company offers ownership data management, analytics, and advisory services to public and private companies, mutual funds, and also supports pension schemes and customer resolutions.