

We help you reward, retain, and motivate your staff by setting up and administering incentive plans and employee share trusts.
Trusted by a large portfolio of FTSE and AIM-listed companies, multinational corporations, leading financial institutions and private companies, including a significant number of private equity owned portfolio companies, we provide tailor-made solutions in employee participation.
Our dedicated team have a significant depth of knowledge and technical expertise, working with structures holding a range of assets for anything from a handful of key executives, through to more than 60,000 employees.
We share the benefit of more than 25 years' experience in the sector, working closely with our clients and their advisers to ensure practical, cost efficient and pragmatic outcomes.
We manage employee benefits and incentives for over >20% of FTSE 100 companies.
We provide a dedicated point of contact to provide efficient communication and build a team around your needs.
Our user-friendly portal provides a golden source of information for employer and employees. It offers an advanced document repository and reporting tool in one.
We advise and administer employee benefit arrangements including:
We offer:
Our expert employee incentive services team are highly experienced in providing nominee services to our clients and employees in respect of their employee share plans.
Our specialist team ensures that the set-up of the nominee is straightforward. This is especially so if added to the operation of an existing Employee Benefit Trust.
Following a share offer, the legal title to the shares can be immediately and automatically transferred to the trustee acting in its capacity as nominee, with the beneficial title to the shares being retained by the employee and evidenced by a certificate of beneficial ownership.
We collaborate with our clients and their advisers to produce accurate plan documentation. This includes relevant investment and ancillary fund materials to ensure smooth administration and compliance with regulatory requirements.
Fund units can be held by Ocorian for hedging purposes or in a nominee capacity for the purposes of deferral and retention. This includes incorporating leaver and malus and clawback provisions.
We have developed a database and online system to manage the complexities of deferral into funds (DiF system). The DiF system can be branded to look like a client’s own portal and adapted to fit the specific requirements of a client’s plans and reporting needs.
Our expert employee incentive services team is highly experienced in determining the most appropriate hedging approach for our listed clients. We do this in partnership with our clients, their advisers and brokers to ensure the execution of a hedging strategy with significant benefits. These include substantial cost savings and the simplified administration of major employee-related share and deferred funds incentive releases.
The funding and sourcing of shares to efficiently deliver reward to employees is an important factor for our clients when considering the implementation of employee incentive arrangements.
We work with clients and their advisers to ensure a smooth hedging process as follows:
We act as trustee holding a range of assets to facilitate all manner of incentive arrangements, including:
Contact us and a member of our team will be in touch.