Esop Sofa: Hot Topics In Employee Share Ownership – Newspad Review IV
Webinar
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Background: In our next newspad review webinar, panellists including Lyn Colloff, Company Secretary at Wincanton, Charlotte Fleck, Associate Director Tax & Legal, Deloitte and Colin Kendon, Partner at Bird & Bird will discuss the burning issues in employee share ownership, picked from the September, October and November editions of “It’s Our Business - newspad of the Esop Centre" . Global Shares’ Darren Smith will chair the discussion on topics such as concern over claims that the Employee Ownership Trust is being promoted as a tax avoidance vehicle, and asking whether private equity is killing off UK share schemes.
Panellists:
Lyn Colloff was appointed Company Secretary at Wincanton in April 2020. Her previous post as Company Secretary at Cobham plc for over 10 years gave her a wealth of experience. Lyn is a qualified Chartered Secretary and worked exclusively in the Financial Services sector before joining Cobham from the Financial Services Authority (now the Financial Conduct Authority), where she also performed the role of Deputy Company Secretary. Lyn sits on the Forum of the ICSA and the Governance Institute and completed an MBA at Aston University in 2004.
Colin Kendon is an incentives lawyer and Partner who heads the Employee Incentives & Benefits Group at Bird & Bird. He advises a wide range of clients from start-ups to multi-nationals on incentives issues and on the incentives aspects of corporate transactions, including valuations, tax, company law, employment law, accounting, financial services regulation, investor guidelines and market practice, to name just a few. He deals constantly with founders and key members of management teams - getting incentives right is at the heart of most businesses.
Colin has been at Bird & Bird since 2006 and has specialised in incentives since 1990. He wrote the incentives section of 'Internet Business, Commerce And Tax' in 2012 and speaks at numerous conferences and seminars. He became head of the incentives team in 2008 and has been ranked in the directories ever since.
Charlotte Fleck is an Associate Director at Deloitte. She advises on share plans and employee incentives from a tax and legal perspective and has experience with the establishment and operation of both onshore and offshore employees’ trusts in a range of contexts, from routine employee share scheme matters to complex negotiations with HMRC.
Chairman: Share plans sector stalwart Darren Smith joined the Global Shares team in July 2021. Darren worked with YBS Share Plans for more than 20 years as share plans consultant, client relationship manager and most recently as national sales manager, until it announced that it was pulling out of share scheme administration. Darren is a well-known and regular industry host, speaking on topics including share plans and financial wellbeing, bringing fun and an engaging style to events. Martin Osborne-Shaw, Global Shares’ head of UK & EU sales, said: "Darren’s drive and enthusiasm for share plans are infectious and he will feel at home at Global Shares. His nationwide reach and track record in this business will be a huge asset in establishing Global Shares as a go-to share plan provider in the UK at a time of great change in the marketplace."
Speaker(s):
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Darren Smith
Business Development Director UK
Global Shares
Panellist(s):
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Lyn Colloff
Company Secretary
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