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Please note the agenda is subject to change.
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09:30 - 10:00 |
Arrival and registration
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10:00 - 10:15 |
Welcome and introduction to Synergy London 2017 Iain Wilson, President EMEA, Solium Chris Mowatt, Barclays
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10:15 - 11:15 |
State of the nation
James Heal, Head of Government Relations, Barclays
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11:30 - 12:30 |
Shareworks: The ABCs of financial reporting David Lee, Director, Solium Christian Hyldig, Manager, EMEA Shareplans Accounting Practice Attend this session to up your comfort level when interacting with your finance team. You’ll learn about your company’s basic reporting responsibilities and receive helpful explanations of those finance buzzwords you keep hearing. And most importantly you’ll walk away with an appreciation of how your role affects financial reports.
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Financial inequality & how share plans can help Gabbi Stopp, Head of Employee Shared Ownership, ProShare Real wage growth still languishes behind levels experienced prior to 2010 and the cost of living is rising, with the effects of inflation and food price increases amongst others. Employee share plans are an essential tool that employers should put to work in tackling growing financial inequality, and helping employees’ pay to go that bit further.
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| | 12:30 - 13:15 | Buffet lunch | | |
13:15 - 14:15 |
Aviva's story: Legal, tax and mobility compliance Mike Pewton, Global Compliance Head, Solium Anna Sanz, Legal Global Compliance, Solium Jaume Guix, Tax Global Compliance, Solium Zoe Kavanagh, Secretarial Assistant, Aviva
Join us with Aviva, where we will discuss how to address the legal, tax and mobility challenges of managing their global share plan. They will talk through each stage of the process, highlighting the key pitfalls and learnings, with specific focus on: • Legal compliance and filings • Tax and other communications for employees • Mobile taxes for Executives or The employee experience
Gethin Nadin, Director of Ecosystems, Benefex Its often said that employees are a company’s best asset – they’re a huge part of any business – but they’re not assets – they’re people. Employees are people with a strong desire to have a connection their employer. They want to believe in a company’s mission, buy into its values and feel like they belong and have a personal purpose at work. Director, Global Partnerships for Benefex, Gethin Nadin, explains how improving the employee experience is the next big trend in the workplace.
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14:15 - 14:30 | Coffee break | | |
14:30 - 15:30 |
Always moving forward: The technology & service roadmap
Ian Wilson, President EMEA, Solium Martin Osborne-Shaw, Head, EMEA Client Service Delivery, Solium David Lee, Director, Solium Discover how the Solium and Barclays' offerings will evolve over the next 12 months. We will present our new Participant (web and app versions) and Plan Admin experiences along with our pre-clearance solution. From a service we will present the latest on Shareworks' Certification, our trustee services in Jersey and an overview of the key findings from out 2017 customer satisfaction survey.
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| | 15:30 - 16:30 | Keynote: Surviving artificial intelligence Calum Chace, Author of 'The Economic Singularity'
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16:30 - 16:45 |
Closing Remarks
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| | 16:45 - 17:45 | Drinks and networking |
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