Our clients are at the heart of everything we do. Working closely with them, we build long-lasting relationships.
We are committed to providing the optimum standards of service to our clients when administering their employee share plans. You can rely on us to strive to get things right first time every time, to resolve problems quickly and efficiently, and to add value at every opportunity.
We want to make it easy to do business with us. This is why we offer a complete range of services in order to meet and exceed your requirements, as detailed by clicking on the links below.
HBOS EES have a professional in-house marketing team ready to recommend, plan and implement the most appropriate campaign to suit your objectives.
Our dedicated contact centre is on hand 24 hours a day, 5 days a week to respond to participant queries by phone or email, in a multitude of languages.
HBOS EES are equipped to deliver customised, client-branded web solutions for employees to access their plans in over 25 languages.
We are able to offer our clients share dealing services, in a real time trading environment, in conjunction with Halifax Share Dealing Limited.
Our dedicated Executive Services Team, which boasts 25 years of specialist experience, provide your most senior executives with a personalised and professional service in order to support their share plan experience.
HBOS EES have built up vast experience of supporting clients with the implications of a corporate action on their share plans.
If an employee elects to have their vested shares transferred to the VSA, HBOS EES (through one of the trading companies such as Halifax Corporate Trustees Ltd ) (the "Nominee") will hold them on their behalf and handle all aspects of being a shareholder, saving them from the need to deal with share certificates or a personal brokerage account.
Other services we offer include: Application Service Provider (ASP) solution for in-house administration; financial, tax and management reporting and compliance checking; and innovative technology to ease your share plan administration. To find out more about these services, please contact us.
We are one of the few UK providers who can combine administration and related services for the full range of UK approved and unapproved plans, offshore employee benefit trusts, executive and global plans. As such we can give you truly unbiased, expert advice on which product is best for your organisation to meet your strategic HR objectives.
HBOS Employee Equity Solutions is a division of Bank of Scotland plc and has been delegated to provide administration services. Bank of Scotland plc. Registered in Scotland No, SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Authorised and Regulated by the Financial Service Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS.
Halifax Corporate Trustees Limited. Registered in England No. 2045938. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.