We all make a difference. That's why we reward you when we win together.
Your Shares: Matched is a simple new way to own shares and invest in our future together.
You'll find all the information you need on this page.
3-minute video for a high-level look at Your Shares: Matched.
Invest from as little as £5 per month
For every share you buy up to £50 per month, we will give you an extra one for free!
Stop or change your investment at any time
Enjoy the benefits of owning part of our company
Your Shares: Matched operates on a 'plan cycle'* – giving you the opportunity to invest across 12 months. Invest each month from payroll and purchase shares each month. See how this works below.
There will be annual enrolment window, which for the 2025/26 plan year runs from 1 – 21 September. Once you've joined enjoy flexibility – change or stop investing any time to suit your needs. If you don't join September your next opportunity to join will be in the 2026/2027 enrolment window, which is planned for March 2026.
Invest between the local equivalent of £5 and £150 each month from your pay after tax.
Your investment amount is converted to British Pounds (GBP) and used to buy shares on your behalf each month – these are your Investment Shares. For every Investment Share you buy (up to the first £50 each month), we give you one free Matching Share.
Matching Shares stay locked until 12 months after the final purchase in June. You can sell your Investment Shares anytime but selling before the linked Matching Shares unlock means losing these Matching Shares.
You're now free to sell some or all of your shares. Or keep them to enjoy the benefits of being a Rolls-Royce shareholder.
For the taxation of these shares, please have a look at the Q&A and the country specific tax guide under the 'Resources' Section.
*Because in Mainland China we start in December, the first plan year is shorter than the following plan years, which will align with the global plan. Your Shares: Matched operates on a 'plan cycle' from June 2026 onwards – giving you the opportunity to invest across 12 months. Invest each month from payroll and purchase shares the following quarter. In Plan Year 1, there will only be 6 investments until you can start with Plan Year 2.
Owning a part of Rolls-Royce brings benefits, meaning you can:
Your Shares: Matched is an investment plan with a match, where you are able to buy shares (known as "Investment Shares") from a net pay deduction each month. The minimum monthly investment amount is the local equivalent of £5/month. For every investment share you buy, Rolls-Royce Holdings plc (Rolls-Royce) will match this with a share (known as "Matching Shares"), up to a maximum investment of £50/month.
You can choose to invest more – up to a total of the local equivalent of £150/month, but anything above £50 will not be matched – we are simply providing you with an easy way to buy Rolls-Royce shares. For example:
Example 1: You choose to invest CNY 631 per month:
Example 2: You choose to invest CNY 1,427 per month:
Your investment will be deducted from net pay in your local currency but as Rolls-Royce shares are traded on the London Stock Exchange, your investment will be converted into Great British Pounds (GBP).
The plan will operate on an annual cycle (a "plan year"). Each plan year will run from July to June (except, for the first 2025/26 Plan Year, which will operate from January to June). Shares will be purchased each month, and the Matching Shares added to your account each month. Your Matching Shares are initially given as an 'Award', which is a promise to give you the shares later. In legal terms you are given a conditional right to own the shares at a point in the future provided certain conditions are met. The conditions attached to this award are that you have not sold the associated Investment Shares and have not been dismissed, by the date the Matching Shares unlock.
The Matching Shares will be locked until one year after the final purchase in the plan year, at which point they will unlock. For the 2025/2026 Plan Year, shares will be purchased from January 2026 to June 2026, and Matching Shares will unlock in June 2027. From the 2026/2027 plan year onwards shares will be purchased from July to June and Matching Shares will unlock in June the following year.
For any shares that you fully own (all Investment Shares and any unlocked Matching Shares) you can:
If you sell your Investment Shares before the corresponding Matching Shares unlock then the corresponding Matching Shares will lapse.
The plan is evergreen – so once you've signed up you will continue in the plan until you stop or change your contribution (see question 6.3 to find out what happens when the local currency maximum changes).
The detailed legal terms governing the operation of the share plan are set out in the underlying plan rules which can be found in 'Legal Documents'.
A share plan is a way for you to own part of the organisation you work for by owning shares. There are different features to different share plans, and Your Shares: Matched is one of our plans.
At Rolls-Royce, we're committed to building an inclusive workplace where all our colleagues feel valued and recognised for their role in our journey to become a high performing, competitive, resilient and growing organisation.
Your Shares: Matched allows you to invest some of your own money in our business, allowing you to experience the business as an investor. Our share price can go up as well as down, and exchange rates can fluctuate meaning that your investment may purchase less shares in some months than others. Only invest what you can afford.
Our Reward Team oversees Your Shares: Matched and has appointed a specialist Share Plan Administrator to administer it on our behalf – Equiniti Limited ('Equiniti'). They provide you with the tools you need – giving you access to your own online account to see and manage your shares.
If you already have a Rolls-Royce account with Equiniti your shares will be added to your existing account. If you don't have an account, then we will create one for you.
Certain elements of the Plan are different in the PR China from the rest of the world to take account of local regulatory requirements. These are:
Yes. The standard plan year will see shares purchased each month from July of one year to June of the next, with the Matching Shares unlocking in June of the following year.
Since we are launching the plan in the PR China part way through the standard plan year, the timeline for the PR China in year 1 will be:
From June 2026 the PR China will align to the standard plan year. The application window will be in March and following this we will apply for SAFE approval. Payroll deductions will then start in June and the first purchase of the second plan year in July.
Like many other companies, Rolls-Royce is divided into shares. Each share is a part of the business's total value, so anyone who owns a share owns part of our organisation and is entitled to benefit from our future profits. Someone who owns a share is called a shareholder.
Share price risk: there is a risk that the Share price may fall or rise in value. This means there is a risk that the value you get back when you sell your shares may be less than the value that you invest. Many things impact the price of shares, including the external market and business performance. For more information in relation to the Company, including its Share price, visit shareholder information.
Currency risk and delays: if you are not paid in GBP then the value of the Shares to you may also be affected by movements in the exchange rate. There may also be an exchange rate risk in relation to any Plan-related currency that is not the currency of your jurisdiction. See section 6 for more details relating to exchange rate risk.
In deciding how much to invest in Your Shares: Matched you need to consider how much you can afford; your appetite to risk (see question 2.2 – what are the risks of investment in Rolls-Royce), and whether you want to invest more than the matching limit of £50/month.
Owning part of Rolls-Royce means you can:
The value of Rolls-Royce shares is decided by the stock market and how many people want to buy or sell our shares at any time. Our share price can go up or down based on various internal and external factors, including:
It's normal to see small variations in share prices throughout the day, and sometimes larger variations over time.
When we make a profit, some of that profit may be paid out to our shareholders – this is called a dividend. If a decision is taken to make dividend payments, all shareholders – including our colleagues with shares – are entitled to a part of these profits.
If Rolls-Royce decides to issue dividends, you'll be eligible for these straight away on any Investment Shares that you've bought. However, you'll only receive dividends on the Matching Shares once they unlock. Any dividends received for Your Shares: Matched will automatically be paid to you via the SAFE account – see questions 2.9 and 2.9 for more details.
Depending on your jurisdiction dividends may be taxable. See the tax guide under the 'Resources' section for more information.
For more information about how Rolls-Royce makes distributions to shareholders visit shareholder information.
Anyone who owns a Rolls-Royce share can vote at shareholder meetings on important company matters, such as company policy and key decisions as to how the organisation is governed. This includes colleagues who own at least one share. Each share gives one vote, so the more shares you have, the more votes you have.
You'll be able to vote using your Investment Shares as soon as you have purchased them, but will only be able to vote using the Matched Shares once they unlock. We'll let you know when there's a vote that you can take part in.
How much of Rolls-Royce's profit you receive depends on many factors, including:
See the tax guide in the 'Resources' section for more information about how dividends are taxed.
Your Shares: Matched is for all Rolls-Royce colleagues who are directly employed by us. You're eligible if you:
There are some global differences in relation to temporary workers which are driven primarily by local legislation, so if you're in the APAC region and are employed on a temporary student or intern contract you aren't eligible.
You can't participate in Your Shares: Matched if you:
There are some global differences in relation to temporary workers which are driven by local legislation as follows:
Colleagues who are on international assignment are not eligible to participate in the plan. This is because the tax implications are complex and the cost of managing this will often outweigh the benefit of being in the plan.
You can contribute so long as you are receiving a salary via payroll. If your salary is sufficient for your investment (or at least partially), you will still participate in the plan.
No – so long as you meet the eligibility requirements you can participate in the plan. But if you are a non-PRC citizen, you must have lived in the PR China for at least 12 months before the annual registration for the plan takes place.
Registration takes place annually. For the 2025/26 plan year the registration period took place in September. For the 2026/27 plan year the registration period will be in March. Our specialist Share Plan Administrator, Equiniti, will contact you shortly before registration opens to let you know how to access your account and how to join the plan.
If you are on the Clearance Required List, you must obtain clearance to deal before registering to participate. You can submit a clearance to deal request through the Insidertrack app or web portal.
During a closed period (at least 30 days prior to the release of our full-year and half-year financial results) members of both the Clearance Required and Closed Period Lists are prohibited from making an investment decision in Rolls-Royce, therefore you will not be able to join, leave or alter your contribution to Your Shares: Matched.
If you are unsure whether you need to seek clearance to deal or have questions regarding closed period restrictions, please check with our Governance Team at governanceteam@rolls-royce.com.
After launching Your Shares: Matched in a small number of countries – Germany and the UK, followed by the US and Canada, we are now launching the plan in PR China. Then, we will launch in a phased manner in most of our other locations.
If you are moving to work for Rolls-Royce in a different country, any locked Matching Shares will unlock, and then all of your shares (Investment Shares and unlocked Matching Shares) will be sold and the funds will be returned to the SAFE account. Your local payroll will then transfer the funds to your local bank account. If you wish to transfer the funds to a bank account in your new location it will be your responsibility to check that this is possible and to manage this process.
Your Shares: Matched is an investment plan with a match, where you are able to buy shares from a net pay deduction each month. For every share you buy Rolls-Royce will match this with a share, up to a maximum investment of £50/month.
You can choose to invest more – up to £150/month, but anything above the £50 will not be matched – we are simply providing you with an easy way to buy Rolls-Royce shares. For example:
Example 1: You choose to invest CNY 631 per month:
Month 1:
Month 2:
The plan will operate on an annual cycle (a "plan year"). Each plan year will run from July to June (except, for the 2025/26 Plan Year, which will operate from January to June). Shares will be purchased each month, and the Matching Shares added to your account each month. Your Matching Shares are initially given as an 'Award', which is a promise to give you the shares later. In legal terms you are given a conditional right to own the shares at a point in the future provided certain conditions are met. The conditions attached to this award are that you have not sold the associated Investment Shares and have not been dismissed, by the date the Matching Shares unlock.
The Matching Shares will be locked until one year after the final purchase in the plan year, at which point they will unlock. For the 2025/2026 Plan Year, shares will be purchased from January 2026 to June 2026, and Matching Shares will unlock in June 2027. From the 2026/2027 plan year onwards shares will be purchased from July to June and Matching Shares will unlock in June the following year.
When the Matching Shares unlock you will fully own them, and you can:
If you sell your purchased shares before the corresponding Matching Shares unlock then the corresponding Matching Shares will lapse.
The plan is evergreen – so once you've signed you will continue in the plan until you stop or change your contribution.
The detailed legal terms governing the operation of the share plan are set out in the underlying plan rules which can be found in 'Legal Documents'.
A matching plan is a type of share plan where you are able to invest some of your own money in Company shares, and the Company that you work for will 'match' your investment. The structure of plans such as this will vary, but we are offering a 'buy one get one free' arrangement, whereby every share that you buy will be matched by Rolls-Royce, up to a maximum value of £50 per month.
The plan will operate on an annual cycle, with shares purchased each month, and Matching Shares allocated. The Matching Shares will be locked until one year after the final purchase of the plan year, at which point they will unlock.
For the 2025/2026 Plan Year, shares will be purchased from January to June 2026. Matching Shares will unlock in June 2027.
From the 2026/2027 Plan Year onwards, shares will be purchased from July to June. Matching Shares will unlock in June the following year.
In deciding how much to invest in Your Shares: Matched you need to consider how much you can afford; your appetite to risk (see question 2.2 'What are the risks of investment in Rolls-Royce?'), and whether you want to invest more than the matching limit. The minimum required monthly investment amount is the local equivalent of £5/month.
If you do decide to participate, Rolls-Royce will match each share that you buy with one share for free, up to a maximum investment of £50/month.
You can choose to invest more – up to the local equivalent of £150/month, but anything above the £50 will not be matched – we are simply providing you with an easy way to buy Rolls-Royce shares. For example:
Example 1: You choose to invest CNY 631 per month:
Example 2: You choose to invest CNY 1,427 per month:
Rolls-Royce will match the first £50 that you invest each month. So, if you invest £50 and the share price is £5, you will purchase 10 shares and will be matched 10 shares.
If you invest above the matching limit, you only receive a match on the first £50 invested. So, if you invest £60 and the share price is £5, you will purchase 12 shares and will receive a match on the first £50, so will receive 10 Matching Shares.
You can choose to invest more that the matching limit – up to the local equivalent of £150 / month, but anything above £50 per month will not be matched – we are simply providing you with an easy way to buy Rolls-Royce shares.
No. The only fees are purchase commission fees, and Rolls-Royce pays these on your behalf.
Yes. You are investing your own money in shares, and the investment will be subject to both share price risk and currency risk.
Share price risk: there is a risk that the Share price may fall or rise in value. This means there is a risk that the value you get back when you sell your shares may be less than the value that you invest. Many things impact the price of shares, including the external market and business performance. More information in relation to the Company, including its Share price, can be found at shareholder information.
Currency risk and delays: if you are not paid in GBP then the value of the Shares to you may also be affected by movements in the exchange rate. There may also be an exchange rate risk in relation to any Plan-related currency that is not the currency of your jurisdiction. See section 6 for more details relating to exchange rate risk.
For more information about the exchange rate risk see questions 6.6 ('Is my investment subject to exchange rate risk when I buy shares?') and 6.7 ('Is my investment subject to exchange rate risk when I sell shares?').
Enrolment into Your Shares: Matched takes place annually. If you choose not to enrol in Your Shares: Matched at the annual enrolment window (or were not eligible to enrol at that time), then you must wait until the next annual enrolment window. For the 2025/26 plan year the enrolment window will be 1 – 21 September 2025. For the 2026 – 2027 plan year the enrolment window will be in March. If you enrol in 2025 you do not need to enrol again for the 2026/27 plan year.
If you have enrolled, then your monthly investment will continue at the level you selected, until you request to change or stop your contribution amount. You can do this at any time.
You have until the 20th of the month to stop or change your monthly investment, and this will then take effect the following month.
Example 1:
Example 2:
Your shares will be purchased in the month after your payroll deduction – see question 4.8 for examples. Shares will usually be purchased on the 18th of the month, or the following working day if this date falls on a weekend or a public holiday.
Your Investment Shares and the linked Matching Shares will appear in your account within 1 working day of the purchase.
Any Matching Shares will unlock one year after the final purchase in the plan year as long as you are still employed, and any linked Investment Shares have not been sold. Once unlocked you can choose to keep the shares or sell them.
In most locations the value of the Matching Shares will be taxable when the shares unlock. Each country has its own regulations on taxing shares, so the amount of tax due, as well as how and when it's payable, varies from country to country.
In most countries, Rolls-Royce as your employer has a legal duty to report to the tax authority about shares you hold. We may also be required to sell some of your shares to pay any taxes due on the shares when they are unlocked.
In some countries, you may need to report your unlocked shares as taxable income in your tax return or tell your tax authority about your shares.
For more detailed information about the tax rules in your country, see section 10. Tax, and also review your country tax guide in the 'Resources' section of the Hub. These will help you understand your country's tax requirements and your personal tax obligations. Please note there could be future changes in your country's tax laws, which could impact you in relation to your shares.
Due to global tax regulations Equiniti may have to share some information with global tax authorities. This is due to MiFIDII and FATCA regulations. To find out more visit Equiniti's support page.
No – the plan is evergreen, meaning that once you register to participate you will remain in the plan until you decide to stop participating.
Yes – you can stop or change your investment at any time. However, you need to make changes by the 20th of the month, for the changes to be made in the following months' salary. For example:
Example 1:
Example 2:
Yes. If you decrease your monthly investment to zero you can increase it again at any time (per the schedule detailed in question 4.12).
It is likely that there will be some money left after the shares have been purchased – this is because the amount you invest is unlikely to purchase an exact whole number of shares. Any money left over will be carried forward and added to your investment for the next share purchase. For example:
You can sell your Investment Shares at any time – but there are implications for your locked Matching Shares if you sell linked Investment Shares before the corresponding Matching Shares unlock. For example:
If you invest more than £50 per month, if you choose to sell any of your Investment Shares before your linked Matching Shares unlocked, then your Investment Shares will be sold in the following order:
If you sell shares from Your Shares: Matched, then: 1) any unlocked Matching Shares and any Investment Shares not linked to locked Matching Shares will be sold first. If you sell a higher number of shares than the number available from 1), then: 2) Investment Shares which are linked to locked Matching Shares will be sold, which will lead to you losing any linked locked Matching Shares.
Yes – once your Matching Shares are unlocked you can choose to sell your Matching Shares and the Investment Shares which were linked to them, without leading to any of the Matching Shares being lost.
No. You will get a match which equates to the number of shares that you have purchased in that month up to a maximum of £50. So, for example, if you invest £50 and the share price is £5.50, you will purchase 9 shares and will receive a match of 9 shares (which is valued at £49.50).
Registration takes place annually. For the 2025/26 plan year the registration window will be from 1 – 21 September. For the 2026/27 plan year the registration window will be in March. Our specialist Share Plan Administrator, Equiniti, will contact you shortly before registration opens to let you know how to access your account and how to join the plan. You'll need to activate your Equiniti account using the details on the e-mail. Once you have an account you can access it via single sign on – see the 'Your account' section for the single sign on link, and a registration 'how to' guide.
It is very important that you add a personal e-mail address to your Equiniti account to ensure that you are you kept up to date in relation to Your Shares: Matched if you leave employment and so no longer have access to your Rolls-Royce email address.
If you are a new joiner, see question 5.1. If you are an existing employee you will have the opportunity to register from 1 – 21 September 2025. To do this go to the 'Your account' section of this site and access the Equiniti account using the single sign on link. If you haven't activated your account previously, you'll need to do this. You can then register to be part of the plan. Registration and sign-up 'how-to' guides can be found in the 'Resources' section.
If you don't sign up to participate between 1 – 21 September 2025, your next opportunity to register will be March 2026, and registration will then be on an annual basis.
The plan is an evergreen plan – which means that once you have signed up you will continue in the plan with the same deduction every month until you stop or change this.
If you are a new joiner, see question 5.1. If you are an existing employee you will have the opportunity to register from 1 – 21 September 2025.
If you don't sign up to participate between 1 – 21 September 2025, your next opportunity to register will be March 2026, and registration will then be on an annual basis.
No – the plan is evergreen, which means that once you have signed up you will continue participating in the plan with the same deduction every month until you stop or change this.
If you either don't have an e-mail address or don't have regular access to e-mail please go to the 'Support' section and raise a query via the 'Contact us' form.
Registration takes place annually.
If you choose not to enrol in Your Shares: Matched at the annual enrolment window (or were not eligible to enrol at that time), then you must wait until the next annual enrolment window.
No, once the monthly deadline has passed then you cannot change your mind for that month. You can of course stop your investment for future months (see 4.8) or sell your Investment Shares (see 7.1).
We will use the average exchange rate in the month prior to the launch of the plan year announced by Rolls-Royce Group Treasury to calculate both the maximum and minimum local currency investment amounts. This will be reviewed annually, and if there is a significant change in the exchange rate we will adjust the maximum local currency investment amount. It is important to note that the exchange rate used to set the maximum and minimum local currency values is not the same as the exchange rate which will be used each month to convert your payroll deduction into GBP (see question 6.6 for the details of the payroll deduction conversion).
There will be an annual review of exchange rates, and if there is a significant change we will adjust the local currency investment maximum. We will not adjust the minimum investment amount.
If the review of exchange rates leads to:
Each month, your local currency investment will be converted into GBP in advance of the share purchase date, at the foreign exchange rate applicable at that time. Your GBP contribution amount will be matched by Rolls-Royce up to a maximum of £50 per month. Any GBP contribution above £50 will be invested but will not be matched.
If you are not paid in GBP, the exchange rate will impact the plan in multiple ways:
Yes. Each month you will have a local salary deduction, and this money is then transferred to the Rolls-Royce SAFE account, where the funds will be transferred to GBP using the prevailing exchange rate at the time, and then transferred to Equiniti. This will mean that the same deduction in local currency will deliver a different value in GBP from month to month, which will mean that even if the share price remains the same you are able to buy more / less shares in that purchase.
Yes. When you sell your shares, they will be sold in GBP. The funds will be transferred to the SAFE account and then converted into local currency using the prevailing exchange rate at the time.
For example:
You can sell your Investment Shares at any time – but there are implications for your locked Matching Shares if you sell linked Investment Shares before they unlock.
For example:
If you invest more than £50 per month, if you choose to sell any of your Investment Shares before your linked Matching Shares unlocked, then your Investment Shares will be sold in the following order:
For example:
Your Matching Shares are initially given as an 'Award', which is a promise to give you the shares later. In legal terms you are given a conditional right to receive the shares at a point in the future – in the case of Your Shares: Matched, this is one year after the final purchase in the plan year.
Once your Matching Shares have unlocked you can sell or transfer them at any time.
Yes, once your Matching Shares have unlocked you can sell them at any time, with no implication for your Investment Shares.
You can view the share price of shares sold on the Portal by accessing the 'Sales' section and then the 'History' tab.
Yes. If you sell your shares the costs are taken from the sale amount, meaning you'll receive the value of the shares you've sold, minus any costs. Details of these fees will be made available to you before your shares unlock and before you instruct any transaction.
Any fees associated with the sale of shares are payable to Equiniti. Rolls-Royce does not take any fees from colleagues in connection with these.
You may also be liable for taxes, depending on where you live and your personal circumstances. See section '10. Tax' for more information.
When you sell shares the funds will be transferred to the SAFE account where they will be converted into CNY. Your local payroll team will then transfer the funds to your personal bank account. There is a charge of £10 for the transfer of funds to a non-UK bank account.
This will be visible on your account under 'Transactions'.
Yes. When you sell your shares, they will be sold in GBP. The funds will be transferred to the SAFE account and then converted into local currency using the prevailing exchange rate at the time. Your local payroll team will then transfer the funds to your personal bank account.
For example:
Please refer to the Tax Guide in the 'Resources' section for more information about taxes which may apply when you sell shares.
If you're on paid leave and you continue to be paid via payroll you can continue to participate in Your Shares: Matched. If your investment takes your salary below the minimum wage in your location then depending on the rules in your location your investment may be reduced in line with this.
No matter what your leaving reason, the following shares are yours to keep:
If you leave for any reason other than dismissal you will be classed as a favourable leaver, which means that any locked Matching Shares will unlock shortly after you leave.
In the PR China the SAFE regulations require that once you have left the Company all shares (Investment Shares and unlocked Matching Shares) must be sold and the funds returned to the SAFE account within 90 days of leaving the Company. Your local payroll team will then deduct any taxes due on any Matching Shares that unlock as a result of you leaving, and transfer the remaining sale proceeds to your bank account in the PR China. This process will happen automatically when you leave – there is no action for you. Please note that if you leave the PR China then it will be your responsibility to ensure that you are able to transfer the funds from your bank account in the PR China to your bank account in your new location.
To find out more about tax see the employee tax guides under the 'Resources' section to find out the position for your location, and also look at section 10. Tax. Remember the information provided is only a guide – tax regulations can be complex and responsibility is personal to you. If you need additional support or are in any doubt over the specific regulations in your location, please consult a qualified tax advisor. Please note that neither Equiniti Share Plan Trustees Limited, Equiniti Limited nor Rolls-Royce may offer personal tax or financial advice.
If you leave due to dismissal then you will be classed as an unfavourable leaver and will lose any unlocked Matching Shares.
All communication will be via e-mail. Make sure you register your personal e-mail address on your EQ account before you leave. To do this log on to the portal and click on 'view' within the Your Shares: Gifted and Matched section. Once you've accessed this screen, there will be a pop up box asking you to confirm your personal e-mail address. Click on 'add e-mail' at the bottom of this pop-up, click on the 'edit' icon next to 'account info' and then add your personal e-mail address.
It is very important that you update your e-mail address or you will not receive any communications once you've left Rolls-Royce.
So long as there are sufficient funds in your final salary, your payroll deduction will be taken as normal and transferred to Equiniti, and it will be used to purchase shares – even if the purchase takes place after you have left. The match will be applied.
If you leave as a Favourable leaver ('good leaver') any locked shares will be unlocked shortly after exit. All of your shares (Investment Shares and unlocked Matching Shares) will then be sold and the funds returned to the SAFE account within 90 days of leaving the Company. Your local payroll team will then deduct any taxes due on any Matching Shares that unlock as a result of you leaving, and transfer the remaining sale proceeds to your bank account in the PR China. This process will happen automatically when you leave – there is no action for you. Please note that if you leave the PR China then it will be your responsibility to ensure that you are able to transfer the funds from your bank account in the PR China to your bank account in your new location.
In the PR China the SAFE regulations require that once you have left the Company all shares (Investment Shares and unlocked Matching Shares) must be sold and the funds returned to the SAFE account within 90 days of leaving the Company. Your local payroll team will then deduct any taxes due on any Matching Shares that unlock as a result of you leaving and transfer the remaining funds to your bank account in the PR China. This process will happen automatically when you leave – there is no action for you. Please note that if you leave the PR China then it will be your responsibility to ensure that you are able to transfer the funds from your bank account in the PR China to your bank account in your new location.
See the employee tax guides under the 'Resources' section to find out the position for your location and also look at section 10. Tax.
Remember the information provided is only a guide – tax regulations can be complex, and responsibility is personal to you. If you need additional support or are in any doubt over the specific regulations in your location, please consult a qualified tax advisor.
Please note that neither Equiniti Share Plan Trustees Limited, Equiniti Limited nor Rolls-Royce may offer personal tax or financial advice.
Make sure you keep your personal email address up to date on your Equiniti account so that Equiniti may contact you if required after you have left Rolls-Royce.
Different countries have their own rules on requirements for calculating, reporting and paying tax obligations in respect of shares.
Depending on your location some of your shares may automatically be sold to cover your estimated tax and social security liability on the value of unlocked Matching Shares – see the employee tax guides under the 'Resources' section to find out the position for your location and also look at section 10. Tax. Remember the information provided is only a guide – tax regulations can be complex, and responsibility is personal to you. If you need additional support or are in any doubt over the specific regulations in your location, please consult a qualified tax advisor.
Please note that neither Equiniti Share Plan Trustees Limited, Equiniti Limited nor Rolls-Royce may offer personal tax or financial advice.
There may be a residual cash balance left over from your monthly purchases, this balance will always be less than the price of one share (for example, if you invest £50 per month and the share price when you purchase them is £4.80, you will purchase 10 shares, and there will be a £2 residual balance). When you leave any residual balance will be donated to the chosen charity of Rolls-Royce at the time.
No, because you must sell all of your shares within 90 days of leaving (see 8.2).
You will be able to re-enter the plan when the next registration period for the upcoming plan year opens.
The Global Reward team will contact your local HR team to understand who your named beneficiaries are and get their contact details. We will then inform Equiniti and work with them to ensure that your shares are transferred to your beneficiaries.
Please have in mind that it is your responsibility to receive the money from the SAFE account after you have left the PR China.
When we make a profit, some of that profit may be paid out to our shareholders – this is called a dividend. If a decision is taken to make dividend payments, all shareholders – including our colleagues with shares – are entitled to a part of these profits.
If Rolls-Royce decides to issue dividends, you'll be eligible for these straight away on any Investment Shares that you've bought. However, you'll only receive dividends on the Matching Shares once they unlock. Any dividends received for Your Shares: Matched will automatically be converted into CNY and paid to you via the SAFE account. This conversion process is managed on your behalf, so no action is needed by you – see questions 2.8 and 2.9 for more details.
Depending on your jurisdiction dividends may be taxable, and settling this tax will be your responsibility. See the tax guide under the 'Resources' section for more information.
For more information about how Rolls-Royce makes distributions to shareholders visit shareholder information.
Anyone who owns a Rolls-Royce share can vote at shareholder meeting on important company matters, such as company policy and key decisions as to how the organisation is governed. This includes colleagues who own at least one share. Each share gives one vote, so the more shares you have, the more votes you have.
You'll be able to vote using your Investment Shares as soon as you have purchased them, but will only be able to vote using the Matched Shares once they unlock. We'll let you know when there's a vote that you can take part in.
If Rolls-Royce decide to pay dividends, you'll be eligible to receive them on any of your Investment Shares under Your Shares: Matched. You'll only be eligible to receive dividends on Matching Shares once they have unlocked.
Any dividends received for Your Shares: Matched will automatically be converted into CNY and paid to you via the SAFE account. This conversion process is managed on your behalf, so no action is needed by you – see questions 2.8 and 2.9 for more details.
How much of Rolls-Royce's profit you receive depends on many factors, including:
Please refer to the Tax guide in 'Resources' for more information about how your dividends are taxed.
In most countries there are no tax advantages to Your Shares: Matched. This means that in most locations, income tax, social security and any other applicable local taxes will be due on the value of the Matching Shares when they are unlocked. For more information relating to tax in your location, go to the tax sheets in the 'Resources' section.
Tax is not within our control – this is determined by where you live. Each country has its own regulations on taxing shares, so the amount of tax due, as well as how and when it's payable, varies from country to country.
In most countries, Rolls-Royce as your employer has a legal duty to report to the tax authority about shares you hold. We may also be required to sell some of your Matching Shares to pay any taxes due on the shares when they are unlocked.
In some countries, you may need to report your unlocked shares as taxable income in your tax return or tell your tax authority about your shares.
For more detailed information about the tax rules in your country, see your country tax guide in the 'Resources' section of the Hub. These will help you understand your country's tax requirements and your personal tax obligations. Please note there could be future changes in your country's tax laws, which could impact you in relation to your shares.
Due to global tax regulations Equiniti may have to share some information with global tax authorities when your shares are unlocked. This is due to MiFID II and FATCA regulations. To find out more visit Equiniti's support page.
For more detailed information about the rules per country, see your country tax guide in the 'Resources' section of the Hub. There could be future changes in country laws, which could impact or change the reporting requirements you may have.
Many countries have their own rules on reporting shares, especially shares in a foreign organisation and/or shares held outside the country.
For more detailed information about the rules per country, see your country tax guide in the 'Resources' section of the Hub. There could be future changes in country laws, which could impact or change the reporting requirements you may have.
Capital Gains Tax will be payable on the gain in the share price between:
For the purposes of Capital Gains Tax, shares will be deemed to be sold on a first in, first out basis, i.e. the oldest shares acquired will always be deemed to have been sold first. For Matching Shares, the acquisition date will be their unlocking date, not the original award date.
Please refer to the Tax guide in the 'Resources' section for more information about how Capital Gains Tax works in your jurisdiction.
Please have a look at the tax guide in the 'Resources' section of the Your Shares Hub.
Tax is complex and personal. If after having checked all answers in this Tax section as well as reading your country tax guide in the 'Resources' section of the Hub, you still have concerns about tax, you should contact a qualified financial and/or tax advisor.
Please refer to the Tax Guide under the 'Resources' section for more information about how Dividends are taxed.
You can view your shares and stop or change your investment (see 4.8) in your Equiniti account. You'll be able to see how many shares you have, their estimated current worth and, if your shares are locked, how long you need to wait until they unlock. Go to the 'Your account' section of Your Shares: Hub to find out how to access your account.
You'll receive updates and notifications from Equiniti by email or through their portal. To make sure you get these updates, keep your contact details up to date on the portal. This is particularly important if you don't have a Rolls-Royce work email and use a personal email address. See question 8.3 for instructions relating to how to add your e-mail address.
Yes, you can sell your Investment Shares at any time – though depending on your monthly investment level this may cause some of your locked Matching Shares to be lost – see question 7.1 for more detail.
Once your Matching Shares have unlocked and any applicable taxes have been settled (see section 10. Tax), you can sell both your Investment Shares and Matching Shares at any time.
When you sell your shares, it needs to be in line with our Inside Information and Share Dealing Group Policy.
This will be visible on your account under 'Transactions'.
This will be visible on your account under 'Transactions'.
Yes. If you sell your shares the costs are taken from the sale amount, meaning you'll receive the value of the shares you've sold, minus any costs. If you transfer your shares you'll pay a transaction fee. Details of these fees will be made available to you before your shares unlock and before you instruct any transaction, but in summary they are:
Any fees associated with the sale or transfer of shares are payable to Equiniti. Rolls-Royce does not take any fees from colleagues in connection with these.
You may also be liable for taxes, depending on where you live and your personal circumstances. See section '10. Tax' for more information.
No, you can only manage shares acquired from Rolls-Royce share plans in your account.
Your personal data is processed for the purpose of the smooth implementation, termination and administration of the Share Plans and the sale of your shares. Without the required personal data you will not be eligible to participate in Rolls-Royce's share plans.
To find out more about the legal basis on which your data is processed please review the Employee Share Plans Privacy Notice, which can be found in the 'Resources' section. For the Equiniti Privacy Notice please visit their Privacy Centre.
You can find a copy of the privacy notice by going to the 'Resources' section of Your Shares Hub. For the Equiniti Privacy Notice please visit their Privacy Centre.
Please raise a request in the 'Support' section of 'Your Shares: Hub'. Please note that if you already participate in a share plan, or have participated in the past, it may not be possible to delete your data immediately. This is because of global tax and reporting requirements associated with financial products.
If you are on a local contract in the PR China and go on international assignment to Rolls-Royce site in another country, you will be classed as a leaver for share plan purposes in the PR China. Please see question 8.2 for details about what will happen to your shares.
No. For the duration of your assignment you will not be able to make investments in Your Shares: Matched. This is because of the tax and administrative difficulties associated with running share plans for globally mobile employees.
See question 8.12
If you are on a local contract in the PR China and move to work in a Rolls-Royce site in another country, you will be classed as a leaver for share plan purposes in the PR China. Please see question 8.2 for details about what will happen to your shares.
Please have in mind that it is your responsibility to receive the money from the SAFE account after you have left the PR China.
So long as Your Shares: Matched is operated in your new location, you will be invited to participate. To find out whether colleagues in your new country are eligible to participate see section 3 in the Q&A. If you are eligible, look out for your invitation.
See question 8.12
Equiniti are our specialist Share Plan Administrator, who manage Your Shares: Matched on our behalf. They provide an online portal, giving you a personal online account.
This is where you can:
Login with single sign-on:
Simply click here to access your Equiniti share account
Visit: www.esp-portal.com/clients/rolls-royce
Click 'Register' and enter your
Equiniti account number*
Follow the step-by-step process in our How-to guide for more details.
* Account number: You can find this on your share plan welcome letter/email and all share plan communications from Equiniti.
Haven't received your account number? Contact us using the details in the 'Support' section below.
If you have any questions or would like to provide feedback, complete the form below.
If you have any questions about your share account, including how to access, contact Equiniti.
Call (UK and Intl):
+44 (0) 333 207 6388
Email:
myshareplan@equiniti.com
The Contact Centre is open 8:30am – 5:30pm UK time Monday to Friday, excluding public holidays in England and Wales.
