1. ifs ProShare John Collison Head of Employee Share Ownership ifs ProShare

2. Introduction to ifs ProShare The Basics Member led Not-for-profit organisation Promoting the benefits of employee share ownership in UK

3. Introduction to ifs ProShare 1992 Set up by Treasury, London Stock Exchange, FTSE 100 Companies 2012 Now part of ifs School of Finance Over 100 Members, SME’s, international companies, advisors & administrators

4. What we do Research SIP/ SAYE survey ­ Annual across 8 administrators ­ Investigates usage of SIP & SAYE ­ Monitors changing trends/popularity in plans ­ Results are free to our members ­ Industry leading

5. What we do Research Collaboration of a 3 year project - University of Loughborough - The Human Impact of Employee Share Ownership - Results due by May 2012

6. What we do Lobbying HM Revenue & Customs where we sit on the following committees Office of Tax Simplification Employment Related Securities Forum The Treasury Financial Services Authority Other industry bodies

7. What we do Lobbying and Members Direct influence Encourage a favourable legal and regulatory framework Help to shape UK’s Employee share ownership landscape Budget submission calling for SAYE savings and SIP contributions (supported by Early Day Motion in Parliament)

8. What we do Education & Professional Development Training courses, workshops & seminars - Formal learning with practical participation

9. What we do Education & Professional Development Range of courses/workshops on offer: - Technical introduction to Employee Share Ownership - Effective communication and tax issues - Implementing share plans in emerging markets - Dealing with internationally mobile employees - Share plans in the US

10. Ifs ProShare Events Annual ifs ProShare Conference 10 October 2012 at the British Museum Attracts over 300 representatives from companies and practitioners involved in the employee share plane industry Unrivalled networking opportunity Opportunity to hear from experts across industry; advisors, politicians, administrators and companies Prestigious Keynote speaker

11. Ifs ProShare Events Annual Awards Benchmark of corporate excellence Opportunity for companies to gain recognition for their achievements. Over 500 people attend; policymakers, business & industry leaders.

12. Questions Thank You