Share Schemes

Registration and sign in

Registering for your Share Schemes
To register your Share scheme simply click 'Register for Employee Share Schemes' under the 'New to Online' section of the online homepage and provide the details requested on screen.

The registration process only takes 5 minutes to complete, after which you'll be given a unique username. You will have the opportunity to change your username on the 'Share Schemes' page once you have completed your registration.

See below for more details on theUK Sharesave registration, Employee Share Plan registration and Share Options registration processes.

Register for Employee Share Schemes

Register for Sharesave online

Log on to www.halifax.co.uk/online
Click "Register for Employee Share Schemes"
Select the Sharesave account link
Enter your PRN and NINO/EIN
Provide your email address and click on "Continue"
Read and accept the service conditions (Declining these conditions will result in the registration being cancelled)
Choose a password and confirm it, following the on-screen guidance
Complete the additional security questions and click on "Continue"
Registration successful – you will now be given a unique username which you will require next time you sign in.
Select "Finish"

If you wish to change your username then please select "Change Username" from the left hand menu on the Share Schemes page.

Once you have registered, select "Sharesave" on the Share Schemes page and the Sharesave welcome page will be displayed.

Register for Employee Share Schemes

Register for Employee Share Plan online

Log on to www.halifax.co.uk/online
Click "Register for Employee Share Schemes"
Select the Employee Share Plan link
Answer the questions about your country of residence and your Personal Registration Number (PRN) and click "Continue"
Enter your PRN and NINO
Provide your email address and click on "Continue"
Read and accept the service conditions (Declining these conditions will result in the registration being cancelled)
Choose a password and confirm it, following the on-screen guidance
Complete the additional security questions and click on "Continue"
Registration successful – you will now be given a unique username which you will require next time you sign in.
Select "Finish"

If you wish to change your username then please select "Change Username" from the left hand menu on the Share Schemes page.

Once you have registered, select "Employee Share Plan" on the Share Schemes page and the Employee Share Plan welcome page will be displayed.

Your Employee Share Plan can only be viewed from the Share Schemes pages.

Register for Share Options

Log on to www.halifax.co.uk/online
Click "Register for Employee Share Schemes"
Select the Share Option link
Answer the questions about your country of residence and your Personal Registration Number (PRN) and click "Continue"
Enter your PRN and NINO
Provide your email address and click on "Continue"
Read and accept the service conditions (Declining these conditions will result in the registration being cancelled)
Choose a password and confirm it, following the on-screen guidance
Complete the additional security questions and click on "Continue"
Registration successful – you will now be given a unique username which you will require next time you sign in.
Select "Finish"

If you wish to change your username then please select "Change Username" from the left hand menu on the Share Schemes page.

Your Share Option can only be viewed from the Share Schemes pages.

Forgotten your sign in details/ access suspended
If you forget your details or become locked out you can get back online by simply selecting 'Forgotten sign in details/ access suspended' from the sign in page. We will collect some additional information from you and then provide you with a username reminder or new temporary password to get you back online. If we have your email address we may be able to get you back online even quicker by emailing your new password rather than sending it by post.

UK Sharesave

Scheme Launch
If your company is due to launch a Sharesave scheme you can view the details of the scheme from the Sharesave homepage when you are signed in to the online service. Select 'New Schemes' and then 'Invitation Period' from your Sharesave homepage and you can view the details of the scheme including the dates of the invitation period.

Cancelling your Sharesave
If your company offers the facility to cancel your Sharesave online you can close your account by selecting 'Current Schemes' from the Sharesave homepage and choosing 'My Options'. Select 'Current Schemes' and choose 'Close an existing account'.
If your company does not offer the facility to close your account online you can write to us at:
HBOS Employee Equity Solutions, Trinity Road, Halifax, West Yorkshire, HX1 2RG, quoting your Halifax Roll number and your full name and address.
Alternatively visit your local branch with identification e.g. Driving license, Credit card or Passport, quoting your Halifax Roll number.
You will need to ensure your final salary deduction has reached your account before you close it. If you have not left the Company you will also need to inform your payroll to cease making deductions from your pay

Providing your Maturity instructions
If your Sharesave is due to mature you can provide your maturity instructions online by selecting 'Current Schemes' from your Sharesave homepage and choosing 'Maturity Options'. Any maturing accounts will be listed here displaying their roll number. Click on one of these to provide your maturity instructions for that account.

Your company may offer a variety of post maturity options. These will be made available to you during the online maturity process. You may choose a different post maturity option for each of your maturing accounts.

Share Options

Viewing your options
To view your Share Options select 'Share Options' from the 'Share Schemes' page'. Then select 'Your Share Options' from the left hand menu. Click on the 'Summary' link which will take you to a summary table of your Share Options.

Exercising your Share Options
To exercise your option online, select 'Share Options' from the Share Schemes page. Then select 'Your Share Options' from the left hand menu. If you have options available to exercise, select 'Exercise your Options' and follow the instructions on-screen.

Updating your Personal Details
It is important that your personal details are kept up to date so that any correspondence reaches you or in case we need to contact you. You can change your details by selecting "Personal Details" from the left hand menu in the Share Options pages and choosing from the options on screen

Employee Share Plans

Viewing your Share Plan Details
You can view your share plan details from the 'Employee Share Plan' page, by selecting 'Your Shares' from the left hand menu and click on 'Plan Details Summary'. From this page you can choose which of your shares or transactions you wish to view.

Updating your Personal Details
It is important that your personal details are kept up to date so that any correspondence reaches you or in case we need to contact you. You can change your details by selecting "Personal Details" from the left hand menu in the Employee Share Plan pages and choosing from the options on screen

Cancelling your Employee Share Plan
It is not possible to withdraw from your Employee Share Plan online. If you wish to withdraw, contact Employee Equity Solutions.