Here you will find important resources published by the Esop Centre and others on employee share ownership.
- Employee share ownership: an introduction, The Esop Centre
- Employee share ownership: the research, The Esop Centre
- Tax and Employee Share Schemes, GOV.UK
Esop Centre publications
Esop Centre chairman Malcolm Hurlston offers a five-point plan for trades unions. He encourages them to engage with employee share ownership and become an invaluable resource for workers to help them understand how they could benefit from share schemes. The speech was originally delivered at the ProEFP conference in October 2011 in Brussels.
The Esop Centre's review of the annual statistics on employee share ownership by HM Revenue & Customs. Despite government advocacy for employee share ownership, the number of companies offering an approved share scheme and the number of participants continues to fall.
The Esop Centre's review of the annual statistics on employee share ownership by HM Revenue & Customs. According to the Centre's analysis, a record number of companies in the UK operated a government approved share scheme last year. However, the headline upward movement belies a number of concerning trends.
Conference report: London workshop organised to discuss the promotion of the financial participation in the EU27 (May 2011). The Esop Centre is the UK partner of the ProEFP programme of the European Economic and Social Committee.
Two expert round-tables were organised to discuss the possible shape for the employee shareholding which will form part of the Royal Mail privatisation. In this paper you will find a review of various models used in the past when privatising state companies, and ideas for the future that would benefit the company and its workers.
Esop Centre lobbying report: Employee Share Ownership - Towards a Rational Common Framework. A silver bullet for the coalition government (December 2010). The paper led to a review of share scheme legislation in the UK by the Office of Tax Simplification.
Garry R. Karch, An Introduction to Employee Ownership Trusts (New Malden: RM2 Corporate Finance, 2016)
A report by Mick McAteer of the Financial Inclusion Centre for the TUC.
Independent review for BIS, by Graeme Nuttall, on employee ownership. Explains the obstacles to promoting employee owned companies, and sets out a framework for knocking them down. Makes recommendations to government on how to promote employee ownership.