Outsourced services

Whatever the size of your operation, our Capita Share Plan Services team can provide you with a service scaled to match. We offer a complete, fully integrated outsourced programme, and Capita IRG Trustees Ltd can streamline the process by acting as the trustees of your plan.

We undertake all administrative tasks associated with share plans including:

• Managing the implementation and invitation process
• Maintaining participants’ records and plan register
• Dealing with plan maturities
• Providing management reports and information
• Acting as first point of contact for participants, management and share plan co-ordinator

We have pioneered the use of the internet as a method of delivering administration and communication combined with more traditional media. Applications to share plans can be made via either our Share Portal facility, an automated telephone process or via personalised hard-copy applications. Your employees can also use the Share Portal to view a statement of their Share Plan holdings.

To maximise employee participation, we can also deliver bespoke presentations and training for your staff.