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Share Plan Administration

We recognise that administration is not just about the work; it is also about upholding and protecting the reputation of your organisation.

If you choose not to manage your share plan(s) in-house, but want reassurance a specialist is managing your interests, Howells’ outsourcing service for national and multi-national companies covers a wide variety of schemes.
 

Exec Plan

Admin

Share Incentive

Plan Admin

Co-sourcing

Executive Share Plan Administration

Executive Share Plan Administration

We work hard on your behalf to ensure that whilst your share plan administration is in the hands of specialists, you always remain in complete control.  

 

Utilising the latest technology, our experienced team of share scheme administrators provide a seamless link between your share plan population and any other associated providers.

Take advantage of our comprehensive range of tailored services and let us provide you and your employees with a full and comprehensive facility that ensures you receive expert administration and fantastic value for money.

Key features include:

  • Participant enquiries

  • Grants & Awards

  • Vesting facilities

  • Leavers and lapses

  • Exercises

  • Releases

  • General housekeeping

 

Share Incentive Plan Administration

​Features include:

  • Fully managed secure database

  • Company branded SIP portal

  • Invitations

  • Dedicated helpline and email support

  • Payroll updates for new participants

  • Process dividends

  • Deal with sales / withdrawals of shares

  • Leaver packs

  • Maintenance of SIP Trust bank account

  • Company reports

  • HMRC end of year return and IFRS reporting

Howells Associates have a full Share Incentive Plan (SIP) administration and management solution. This can be utilised in conjunction with our other services or as a standalone service.

Howells Associates Ltd provide the SIP administration services whilst our trustee company, Howells Trustees Limited, act as SIP Trustee.

Administration processes are tailored and agreed with you to ensure a smooth handover and easy transition for both participants and administrators.

We offer a customised participant web portal, allowing you much greater freedom in the design and presentation of your plan information to your participants. A wide range of facilities are available.
 

 

Co-sourcing

Grants and Award Service:
Manage calculations, documentation, 
summaries, sign off and distribution
 
Corporate Actions Service:
Cover the urgent work needed in a 
merger for example, including provision of helpdesk facilities
   
Scheme Variations Service:
Deal with changes caused by a Rights 
Issue for example
   
Exercise Service:
Carry out the administration of option 
exercises from start to finish
   
Tax Return Service:
Ensure your Tax Return is submitted 
accurately and on time

Many companies are happy to keep the daily administration of share schemes in-house but find it difficult when faced with peak workloads. At such times, a helping hand is always welcome and through our cost-effective co-sourcing services, Howells can provide the extra resources needed, working together with you to meet the need.

One likely issue to cause escalation of workload is that of grants and awards. Howells can help you deal with the additional tasks quickly, efficiently and cost-effectively with our Grants and Awards Service. We can collate and reconcile data from various sources in order to ensure accurate records and then process and present the data to suit your specific requirements. We can help you with ABI limit checks and with Inland Revenue approval calculations to ensure your proposed grant does not breach any compliance requirements.

We can take the strain when the stress mounts with corporate actions, providing specialist assistance with mergers, de-mergers and acquisitions.