Employee Benefit Trusts and Share Plans
| Duration | 5 months x 2 hours |
| Level | Intermediate |
| Suitable for | Training is aimed at individuals working in employee benefits and can be targeted to new starters with no EBT or Trust experience, individuals moving from another area of Trust, to all levels of administrators wanting to develop their overall knowledge of EBTs and the field of share plans. |
| CPD hours | 10 hours |
| Cost |
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| Dates |
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Programme Content
Seminar 1: Introduction to Employee Benefit Trusts
Dates: Spring/Summer – 9th March 2010
Autumn/Winter – 21st September 2010
- Definition
- Purpose
- Parties
- Documentation
- On shore vs. offshore
- Operation of an EBT
- History of EBTs
Seminar 2: Share Plan Design and Implementation
Dates: Spring/Summer – 20th April 2010
Autumn/Winter – 5th October 2010
- Types of Share Plan
- Defining objectives - Company / Employee
- Design issues
- Stakeholders
- Costs
- Communication
- Legal issues
- Tax issues
- Implementation process
Seminar 3: Approved Share Plans
Dates: Spring/Summer – 25th May 2010
Autumn/Winter – 2nd November 2010
- Definition
- All Employee Approved Plans
- Share Save;
- SIPs
- Discretionary Approved Plans
- CSOPs;
- EMIs
- Restrictive Nature of Approved Plans
Seminar 4: Unapproved Share Plans
Dates: Spring/Summer – 22nd June 2010
Autumn/Winter – 30th November 2010
- Definition
- Long Term Incentive Plans
- Performance Share Plans;
- Restricted Share Plans
- Bonus Plans
- Co-Investment/Bonus Plans;
- Deferred Bonus Plans
- Phantom Share Plans
- Share Appreciation Rights Plans
Seminar 5: Share Plan Administration and the Role of the Trustee
Date: Spring/Summer – 13th July 2010
Autumn/Winter – 14th December 2010
- Grant
- Company or Trustee;
- Process;
- Documentation
- Share Purchase
- Exercise
- Process
- Transfer
- Sale
- Sale and transfer
- Process
- Other Issues
- Tax
- Record keeping
- Client communication
- Dividends
- Understanding the Trustee’s responsibilities - Client vs. beneficiary
Learning Outcomes
Having attended this course, delegates will:
- Have an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and the issues that affect their implementation and administration
- Be in the best position to provide top customer service enabling businesses to keep their existing clients and win new ones
- Have improved knowledge and ability both in administration and in the area of account management, which promotes confidence when meeting and presenting to existing clients or potential new businesses