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Worldwide Save for Shares 2013 Employee presentation en-so-epp-13.

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Presentation on theme: "Worldwide Save for Shares 2013 Employee presentation en-so-epp-13."— Presentation transcript:

1 Worldwide Save for Shares 2013 Employee presentation en-so-epp-13

2 1 We want everyone in Pearson to have a chance to own a part of their company

3 What is Worldwide Save for Shares? Worldwide Save for Shares is an easy and flexible way to save money from your pay where possible At the end of your savings period, if you choose to, you can: – use your savings to buy Pearson shares at a 20% discount to the market price at the start of the Plan; or – have your savings returned to you If you buy shares, you can either keep them or sell them immediately Worldwide Save for Shares is open to all Pearson employees. 2

4 Why do we offer Worldwide Save for Shares? Encourages share ownership Makes all employees feel a part of Pearson Rewards performance Attracts new people Retains employees 3

5 Three good reasons to join 4 Its easy You can apply either online or using a paper form and your savings will be taken directly from your monthly pay (where possible). Its flexible You can save a fixed amount from as little as GBP £5 per month to GBP £250 per month in your local currency for 3 or 5 years. If necessary, you can even take a break from saving for up to six months. Its for everyone At the end of 2012 over 3,200 Pearson employees were participating in Worldwide Save for Shares.

6 1 Decide how much you want to save and for how long 2 Apply online or by post 3 After youve joined 4 At the end of the savings period A step by step guide 5

7 1. Decide how much you want to save and for how long You can save between GBP £5 and GBP £250 per month The tax information sheet for your country shows how much this is in your local currency You can save for three or five years When you've decided how much you want to save each month, and how long you want to save for, Pearson will agree the number of Pearson shares you can buy at a 20% discount with your savings at the end of the Plan. The 20% discount price is set on 3 April This is the price youll pay if you decide to buy Pearson shares with your savings at the end of the Plan. 6

8 A step by step guide 2. Apply online or by post Once youve received your account number from your Plan coordinator, go to Follow the quick and easy apply online instructions; or Print out the paper application form, complete it and return it directly to your Plan coordinator well in advance of the deadline Don't worry if don't have an account number, you can still join by filling out a paper application and returning it your Plan coordinator You can join any time between 5 April 2013 – 23 April Its easy! 7

9 A step by step guide 3. After youve joined WWSFS Savings are made automatically from your monthly pay (where possible) In June an Option certificate will be sent to you confirming: – your savings amount; – how long you are saving for; and – the maximum number of shares you are able to buy at the end of the savings period Your savings will be taken from your pay (where possible) from July 2013 onwards and deposited into a local bank or savings account You will receive a statement each year showing the value of your savings WWSFS is flexible – you can take up to a 6 month break from your monthly payments, either all in one go or spread out over the life of the Plan. Please note: your savings period will be extended by each month you take a break from contributing Dont forget you can withdraw your savings at any time. 8

10 A step by step guide 4. At the end of the savings period In three or five years time, when your chosen savings period ends, you have three choices: – take your savings back as cash – buy Pearson shares at the 20% discount price and keep them – buy Pearson shares at the 20% discount price and sell all or some of them If the market price of Pearson shares is lower than the 20% discount price, you can request to have your savings back as cash The 20% discount price is set at the start of your savings period, but you wont be able to buy your shares until the end of your Plan (leavers are dealt with separately by your local Plan coordinator) Watch the share price and decide whats best for you Remember: Share prices can go up as well as down. 9

11 What are the risks? Your savings are held in a local bank or savings account, which your Plan coordinator can help you set up Changes in the currency exchange rate could mean you have more money in your savings account than is required or not enough If there is not enough money to buy all the shares, you can add additional funds, but only up to the amount required to purchase all of your shares. 10

12 Pearson share price The diagram below shows how the Pearson share price has performed over the last year 11 Graph to be updated

13 An example 12 Heres how your savings could add up, and the choices that are open to you Please remember: share prices can go down as well as up, and past performance is not necessarily an indicator of future performance. Please note: the notional bonus is not included in the 2013 Plan.

14 What it means to be a Pearson shareholder If you decide to buy and hold onto your shares they will be stored electronically through a Sharestore account with Equiniti plc As a shareholder you can: – receive dividends twice a year, as cash or further shares – receive shareholder communications and the annual report – attend and vote at the Annual General Meeting (AGM) on issues affecting the Company – view your shares online 24/7 365 days a year by creating a portfolio on Equinitis web portal 13

15 Worldwide Save for Shares 2013 campaign For information on this years WWSFS Plan, look out for: Neo – we will be providing information about the Plan on Neo Poster – to remind you of key dates – inviting you to join the Plan Your account number provided by your Plan coordinator Key dates April – Robin Baliszewski will announce this years Plan and confirm 20% discount price 5 April – invitation period starts 23 April – invitation closing date 14

16 Here youll find all of the information you need to know to apply for Worldwide Save for Shares Information on how the Plan works Plan booklets Note from Robin Baliszewski on share ownership Online application and form Savings and share calculators Previous years discounted prices Your local Plan coordinators details …and a copy of this presentation You can also follow us at or on Neo at 15

17 Where to go for help Dont worry if youve got a query, your Plan coordinator will always be on hand to help and is your first point of contact They will: – help you if you cant access the website; – confirm your account number (if you lose your account number letter or if you dont receive it for some reason) You can also questions to 16

18 Summary 1. Its easy – you can apply either online or by using a paper form and your savings will be taken directly from your monthly pay (where possible) 2. Its flexible – you can save a fixed amount from as little as GBP £5 per month to GBP £250 per month in your local currency for 3 or 5 years. If necessary, you can even take a break from saving for up to six months 3. Its open to all Pearson employees 4. Find out more information from – Your Plan coordinator – Our website – Follow us on Neo at 5. You can apply between 5 April and 23 April

19 Q&As 18

20 Thank you! 19


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