SERVICE

Employee Benefit Trusts

JTC provides the establishment and ongoing administration of Employee Benefit Trusts (EBTs) to support share plans and broader employee incentive arrangements. Our approach is grounded in strong fiduciary governance, technical expertise and disciplined trust administration, ensuring trusts operate as intended and remain robust over the long term.

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Employee Benefit Trusts play a critical role in supporting share plan delivery, holding and managing assets and aligning employee incentives with business objectives.

JTC acts as a trusted trustee partner, providing clarity, independence and accountability at every stage of the trust lifecycle. Working closely with clients, advisers and administrators, we ensure EBTs are structured and administered in a way that supports both regulatory compliance and commercial outcomes.

What distinguishes JTC’s Employee Benefit Trust services is the integration of trustee oversight with deep technical and operational capability, ensuring that governance, administration and participant outcomes are aligned within a single, coherent framework.

Experienced Professionals

Independent professional trustees with deep experience in employee benefit trust

Established Governance

Administration delivered in line with trust deeds, plan rules and established governance frameworks

Structured Risk Management

A disciplined approach to fiduciary risk management and trustee decision-making

Trustee Oversight

Close alignment between trustee oversight, share plan administration and participant outcomes

Continuity

A long-term partner focused on continuity, stability and confidence

Useful Resources

Portals

Client Admin Portal

Portals

Client Admin Portal

Simon Stafford

Director – Employer Solutions

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Mark Le Saint

Director – Employer Solutions

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Annetta Merritt

Associate Director – Employer Solutions

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Eddy Daly

Associate Director – Employer Solutions

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Elis Luige

Senior Business Development Manager – Employer Solutions

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Frequently Asked Questions

What is an Employee Benefit Trust?

An Employee Benefit Trust (EBT) is a trust structure commonly used to support share plans and employee incentive arrangements. It may hold shares or other assets for the benefit of employees in accordance with the trust deed and plan rules.

What role does the trustee play in an Employee Benefit Trust?

The trustee acts independently to manage trust assets and ensure the trust operates in line with its governing documents and applicable legal and fiduciary obligations. This role is central to maintaining good governance and accountability.

How does JTC support Employee Benefit Trusts?

JTC acts as professional trustee and provides ongoing trust administration, governance oversight and reporting. Trustee services are delivered in close alignment with share plan administration and client objectives.