Equiniti Ezine

In the April 2014 edition 


And the winner is... Fantastic awards success for Equiniti and clients

Budget 2014 - Pensions and NISAs - Further to the overhaul of pensions in last month’s Budget announcement, Brian Please, Business Development Director, discusses the Equiniti Annuity Survey.  We also look at the NISA flexibility - an attractive proposition for employees too

Getting the most out of Narrative Reporting - For those who missed the recent discussion forum, we remind you of 2014 Narrative Reporting requirements   

And the limits are... - A round up of the latest changes to SIP and SAYE


Tracking voting behaviour - Quality Investor Analytics could be the key to finding out how your shareholders are going to vote

Ten minute guide

The Internet of Things - Last month David Cameron announced an extra £45m in funding for developing the Internet of Things – here, we tell you everything you need to know about the online technology that has the potential to transform our everyday lives

Client Focus

Help when you need it most - Land Securities Group PLC turns to Equiniti David Venus when it needs an extra pair of hands

From the archive


Reasons to be cheerful - Stuart Ellen, Managing Director, Equiniti Registration Services, is optimistic about the future
Looking to the not-too-distant horizon - Equiniti Consultant, John Heaton, discusses changes to proxy voting and meetings
Changes to SIP and SAYE savings limits
- The results of our online survey show the impact new savings limits are having on clients’ plans
Championing continuous development - Equiniti employees are improving their knowledge with ICSA qualifications in Employee Share Plans
Have you read EQ yet? - The latest edition of EQ magazine is out now and could transform the way you work

Crystal Ball Gazing - John Heaton, a consultant with Equiniti, looks forward to a busy 2014 for company secretaries
Joining forces - As Equiniti acquires Killik Employee Services (KES) we find out more about the enhanced offering for clients
Clients win at glittering ESOP Centre Awards ceremony - Equiniti clients Edwards Group, IGas and Pearson among the winners
Flexible benefits - When it comes to employee benefits schemes, it pays to be flexible
Statistically Better - Equiniti and Orient Capital worked together to provide in-depth analysis of beneficial shareholdings for the ONS
Exhibiting Equiniti - Equiniti Data Services attends prestigious revenue collection and tracing industry event

Employee Benefit Solutions Forum - Celebrating 10 years of success
A question of diversification - Mark Taylor, Equiniti’s Director of Investment Services, points to a lack of diversification in the average share portfolio
Quality for all - Achieving ISO accreditation affirms Equiniti’s Contact Centre’s commitment to quality
Improving service - A new share dealing platform is set to bring greater benefits to investors
Here to help - Prism Cosec’s approach to supporting its clients goes way beyond providing core company secretarial support and its client Hammerson will testify to that 

The Equiniti Share Registration Conference 2013
A packed Equiniti Share Registration Conference covered all the latest key issues with presentations from some of the industry's best-informed speakers and some lively debate
Managing the ‘Age of Instability’ - Durable growth is gradually returning to the UK, Sunday Times Economics Editor David Smith told delegates at this year’s Equiniti Share Registration Conference as he reviewed the state of the economy
Share deal support - Equiniti supported Alent's new company secretary through its recent demerger and a  share register consolidation
News from GEO - Smith & Nephew, Edwards and GlaxoSmithKline scoop prestigious GEO Awards and GEO Board reappointment for Phil Ainsley
Employee Benefit Solutions April 2013 Survey Results - Our most recent survey results demonstrate that our investment in people and technology has paid off‘, says Phil Ainsley, Director of Employee Benefit Solutions at Equiniti
Shareview - something looks different? - Shareview gets a makeover, our Q&A explains all you need to know
Employee Share Plans update - We keep you up to date with the latest developments on The Finance Act 2013, SAYE arrangements & HMRC consultations on changes to unapproved share schemes

Growing confidence - Paul Matthews, Managing Director of Corporate Markets, discusses the current IPO market and Equiniti’s recent success within it
Bitcoin - Your beginner’s guide to the fastest growing currency in the world
Quality Counts - Sam Halford, Director of Operations at Equiniti answers key questions on continuous improvement and quality 
Don't get caught out! - Finance Bill 2013 - Changes to retirement provisions in the 2013 Finance Bill proved to be a hot topic at Equiniti’s Employee Share Plans discussion forum 
Focus on Prism Cosec - Equiniti’s acquisition of Prism Cosec boosts the Group’s international expertise 
Asking the right questions - Equiniti helps leading global learning company Pearson to use an innovative new survey to establish the engagement of their private shareholders

Executive Pay - Executive Remuneration, the saga continues
Scrapping stamp duty for AIM and ISDX will fuel growth - Tim Ward, Chief Executive,Quoted Companies Alliance discusses
Ahead of the competition - Our Employer ISA beat other industry - leading solutions to scoop Product of the Year
Employee Share Plans (Budget Update) - Keeping you up to date with changes, Phil Ainsley, Director, Employee Benefit Solutions
Could your board do better? - Coefficient seminars prove successful in showing the importance of board evaluation and board effectiveness as part  of good corporate governance as defined by the UK Corporate Governance Code
Global networking - The Hong Kong Bankers Club played host to a successful Global Share Alliance networking event 

February   - A view from Equiniti David Venus on 2013, Preparing for a transformational year in employee benefits, Investing in the future - Mark Taylor, Managing Director of Investment Services, Equiniti, gives his view of the year in prospect, The ESDS team is ready for the challenges 2013 may bring, Discussion forum calendar announced, Shareholder Solutions Business Performance - 2012 - 2nd half dashboard report, Get ready for Share Registration changes


December - Government Backs Kay’s Principles for Equity Markets - Vince Cable lodges formal response to the Kay Review of UK equity markets,  Equiniti’s ESP Portal wins tech innovation award -  Award winning portal includes real time dealing facility,  Temple Bar comes back to Equiniti - Investment trust brings business back to Equiniti after three year break, PLC Company Secretary Forum focusses on reporting executive pay, gender diversity and effective AGM’s -Equiniti stands out at PLC Forum event 

November - Equiniti crowned Best Shareholder Services Provider at the Shares Awards 2012, HMRC statistics on employee share schemes, Equiniti sets industry standard at prestigious Excellence Awards and gains CCA Global Standard accreditation for the third year in row, Safeguarding Pension Data - Managing Director of Equiniti Data Services, Duncan Stevens, discusses the importance of accurate data in light of pension reforms, Equiniti Group sells Xafinity Consulting, ESP Share Portal Webcast - Stuart Bennett discusses how Equiniti are revolutionising the way we deliver employee benefits.

October - ESP Forum 2012 – the key themes - We take you through this year’s ‘must know’ topics, Tackling boiler room fraud - Consultant John Heaton discusses how boiler room fraud tactics are becoming increasingly sophisticated. Fraud tackled at first touch - Equiniti Shareholder Solutions engages with the City of London Police in its fight against fraud.OTS proposals for simplification of HMRC approved employee share schemes Industry Update Q4 2012 webcast - Peter Swabey, Director of Equiniti David Venus and the Company Secretary of Equiniti talks about some of the hot topics that will be on our desks between now and Christmas 2012.

September - Up to speed - Peter Swabey runs throught he latest UKLA updates and the Kay Review, ESP Portal comes of age with BT maturity - Equiniti and BT guide 20,000 participants through their choices, Dream Transfer for Imagination Technologies - Assistant Company Secretary Dean Bradford hails a seamless share registration transfer, Equiniti Business Performance - Follow our progress in Quarter 2 - 2012.

Commission Proposal for Central Securities Depository Regulation and Dematerialisation - discussion with HM Treasury Analyst Alan Barnes, What did the 2012 AGM tell us?- with Peter Swabey, Richard Carter -talks about the impact of directors' pay reform, Corporate governance: a Barclays perspective from Lawrence Dickinson, Andrew Verity from BBC Radio 5 Live discusses confidence in the UK economy.

June - ESP Portal and drop in visit to Tesco, Dividend enhancements, Shareview access extended. Eurozone collapse and Orient Capital partnership announced. 

May - FRC consultations update from Peter Swabey, Outstanding Feedback for Contact Centre, Q1 Business performance results, European share ownership proposal, ICSA Company Secretary's Handbook by Douglas Armour.

April - Industry round-up from Peter Swabey, Big Society Capital appoint Equiniti, Global Share Alliance partner Link Market Services,Workplace ISA's, Shareview e-mail enquiry service, ICSA Troubleshooting book from Susan Wallace.   

March - Fran Phillips, Manager of Equiniti's Financial Crime Team, looks back on the team's performance over 2011, AGM Preparation and Planning with John Heaton, Global Share Alliance turns West with AST and Wells Fargo, Equiniti Benefits Portal, BACs £20m payment limit and Royal Mail Postage Changes. 

February  - ESP Update useful information on Early Day Motion and OT Tax Coding, Share Scams & swindles we discuss progress made with the FSA to prevent Boiler Room Fraud, Introducing real-time share dealing for SIP clients, Equiniti Business Performance - Outstanding Q4 results in operations and Trusted partners several recent contract renewals show clients value Equiniti’s service.

January - A look at what's happening in Europe, London's Legacy, a big year for Company Secretaries, the compelling case for Share Plans and how is your company approaching FSA changes.


December - Kevin Hepburn discusses the innovative online improvements happening at Equiniti, AGM Season 2011 - Looking back, A more balanaced future? Looking at the ongoing debate on gender diversity and Premier Foods, What it takes to run an ICSA award-winning company secretarial team

November - Makeover time for UK plc, Data skills that save money, Stewardship: one year on, Equiniti contact centre hailed 'outstanding' and Equiniti responds to the Call for Evidence from the Kay Review of UK Equity Markets.

October - Shareholder communications webcast, BT Group delight at shareholder donations, Invaluable share data - in real time  and Equiniti gains Carbon Trust Standard Award

September - Board performance, future-proofing pensions, ESP Forum, women on boards & a survival guide to payroll outsourcing

July - Financial crime, investor analytics, EU corporate governance framework, GKN TRS & CPD

June - Service & quality webcast, Australian corporate governance, auto-enrolment & employee loyalty

May - Company secretarial webcast, BT partnership, contact centre & shareholder programmes

April - ESP webcast, Bribery Act, M&S, boardrooms & corporate governance

March - Coefficient, AGM, board effectiveness, EU news, diversity & FATCA

February - Narrative reporting, cosec updates, ESP launch & business risk