Select the relevant company and plan type
Review the plans available to your account
Understand participation, awards, savings and balances
Recognise how information differs between discretionary, SAYE and SIP plans
Export plan information for authorised analysis or reporting
I’m preparing for a management or governance discussion and need an overview of employee participation and balances across the company’s share plans.
The Plans area provides aggregated company-level information for the discretionary, SAYE and SIP arrangements available to the user. It can support planning, financial modelling, administration and governance activities, while remaining separate from the individual information displayed in an employee record.
Learn how to select the appropriate employer report, complete its criteria and generate a secure output.
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