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Why YBS?

With quality defined in terms of innovation and care, we are committed to service excellence

  • Benefit from great Customer Service
  • Technological emphasis

Experienced Share Plan Provider

YBS Share Plans is one of the UK's largest specialist providers of all-employee share plans and one of the few remaining providers that can directly hold and manage employee savings. With a focus on innovation and care, our experienced Share Plans team provides UK & Global Sharesave and Shares Incentive Plan services to a cross section of companies from various sectors and size in relation to the number of employees.

Here, you can find out more about:

  • Our proactive approach to relationship management
  • Comprehensive planning and evaluation processes
  • Award-winning communication
  • Day-to-day administration for both employer and employee
  • Training and support
  • Our fresh approach to management information
  • YBS Share Plans Helpline for employees
  • Our approach to service quality

Relationship Management

You will be allocated a Project Team with a dedicated Relationship Manager, whose job it is to take full responsibility for your share plan needs.

Part of their role is to meet with you on a regular basis to understand and deliver your service requirements. This includes:

  • Regular face-to-face meetings to plan the launch
  • Frequent communication to progress activity
  • Production of minutes, timetables of events
  • Co-creating innovative communication plans and employee documentation
  • Liaison with other key personnel to achieve plan deliverables, e.g. payroll, internal communications, business managers and any third parties that complete the service chain
  • Delivery of Management Information
  • Becoming an indispensible part of your team and easing the burden on your internal resources

Planning and Evaluation

We provide project management services that deliver desired results, are flexible in approach and deliver excellent customer service.

We focus on:

  • Providing high quality project management services for a broad range of clients, large and small
  • Tailoring services to your company's individual needs
  • Delivering your plan objectives

Our project management system is fully integrated with the capability to handle all aspects of:

  • Project management
  • Project planning
  • Cost management
  • Resource management

The primary purpose of evaluation is to measure the success of an implementation. An evaluation can begin part way through a share plan implementation or after implementation.

YBS Share Plans consider outcome evaluation an important part of the delivery process. An evaluation is intended to provide information for employees, as well as companies. Both are interested in identifying areas in an implementation that require improvement by finding out the answers to questions such as:

  • What works? What does not? Why not?
  • Are the needs of the target participants being met? If not, why? How can we improve our service?
  • Do the plan materials serve the intended purpose? If not, why? What improvements can be made to the material?
  • What are the key components of the implementation that are worth replicating?


The key to any successful organisation is a motivated, effective and efficient workforce. One way we can help you achieve this is through Share Plan communications. These communications may come in many forms, including:

  • A company-wide announcement that needs to be delivered to all employees at the same time
  • Subsidiary messages and alerts
  • Team updates
  • Gathering employee thoughts and feedback
  • Incident management messages and notifications during the plan life cycle and maturity activity

Effective employee communication is of the utmost importance. YBS Share Plan employee communications are a natural extension of your business, designed to:

  • Reflect your corporate values and identity
  • Build relationships with your employees, who are the most important part of your business

Day-to-Day Administration

Whatever the size of your company, YBS Share Plans can provide you with a customised service.

Our comprehensive range of services include:

  • Processing monthly contributions
  • Maintaining accounts
  • Producing reports
  • Financial statements
  • Managing key events throughout the life of the plans

We have over 30 years' dedicated experience in the share plan administration market. This experience enables us to successfully handle challenges that you and your employees may encounter in the day-to-day administration of your share plan.


Training and support provided

To help you avoid placing an unnecessary burden on your internal resources, we work with you, sharing knowledge and workloads to make your plan a success.

How YBS Share Plans help

  • Comprehensive training for payroll and HR
  • Support material and key contacts within the department
  • Employee education
  • Make switching from your existing provider a simple step-by-step process

Management Information

At YBS Share Plans we have a suite of Management Information, both from an operational and client perspective. Our reporting capabilities touch all aspects of service delivery, helping to protect the integrity of operations and providing tangible evidence of our excellent service delivery, further demonstrating our commitment to innovation and care.

For specific events such as registration, real-time take-up statistics, channel of choice and cross-subsidiary analysis are available through the online reporting tool.

Customer Service Contact Centre


Our Helpline is here to help you with your calls. The Share Plan team works closely with the Contact Centre's management team, putting innovation and care first to ensure that your plans are managed as effectively and efficiently as possible.

  • Training programmes for both new and existing representatives take place throughout the year. This ensures capacity and resources to deal with the needs of your business within agreed service standards
  • Representatives are continually assessed and monitored to ensure continuous improvement

Your feedback is important to us. Through our Customer Feedback Programme, we:

  • Obtain feedback on our service and products
  • Review comments to improve the service we deliver

Our communication management systems include functionality specifically designed to support Customer Service Contact Centre activities. These are fully integrated into workflow, letter production and contact history.

Service Quality

Our approach is to understand precisely what you need and then consistently deliver accurate solutions within budget and on time.

Our focus on quality management ensures the effective design of processes that verify all your needs. By planning and designing the product life-cycle we consistently deliver a high standard of share plans and services.

Help and Support

Need help?

For general enquiries, call the YBS Share Plans helpline on:

Tel: 0345 1 200 300

Tel: +44 1274 353 015 (Calls outside UK)

Sharesave lines are open Monday to Friday 8:30am to 5:30pm and Saturday 9:00am to 1:00pm.

Share Incentive Plan lines are open Monday to Friday 9:00am to 5:00pm.

All communications with us may be monitored/recorded to improve the quality of our service and for your protection and security. Calls to 03 numbers are charged at the same standard network rate as 01 or 02 landline numbers, even when calling from a mobile.


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To see more information Visit our Security Centre

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Case Studies

Examples of tailored customer communications.

  • Dynamic marketing and communication strategies
  • Innovative and forward thinking
View Case Studies
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YBS Awards

Find out more about YBS Group and the awards they have won.

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