Partnership & Matching

Apply by 17 August to start investing as soon as possible

Partnership & Matching is our new employee share scheme, offering eligible colleagues a flexible and tax advantaged way to invest in Royal Mail shares.

All eligible colleagues should now have received a home mailing with detailed information on the new offer.

If you want to start investing as soon as possible, you need to apply by Friday 17 August: 

If you apply by 17 August, the first deductions from your pay will start in September and your first shares will be bought in October. This is an ongoing benefit and you can also apply at any time after this date. 

Partnership & Matching at a glance: 

  • You can invest from £1 up to £100 a month from your gross (pre-tax) pay.If you are paid weekly, you can invest up to £23.07 a week*
  • Your investment is used to buy shares in Royal Mail plc every month, which are placed in the Royal Mail Share Incentive Plan (SIP)
  • For every five shares you buy (‘Partnership Shares’), the Company will give you one ‘Matching Share’ for free, up to a maximum of two Matching Shares per month
  • You can stop, restart or change your investment at any time
  • If you keep your shares for five years, you can sell them without having to pay any income tax or National Insurance Contributions (NICs). 

For more information

  • Watch this short film
  • Read your Colleague Update here
  • Find a soft copy of the information booklet on myroyalmail.com here.

If you have any questions on the application process, you can call the Employee Shares Helpline on 0800 012 12 13.

Who is eligible?

All employees of Royal Mail Group Limited with more than 12 months’ continuous service.

How long will Partnership & Matching be in place for?

There is no formal timeline for the Partnership & Matching Plan. We intend to run the Plan for an initial period before reviewing it. If we decide to close or alter the Plan at any time, we are required to give you at least three months’ notice.

Remember: any investment you make in shares is a risk. Share prices can go down as well as up. You could lose your investment. Owning shares is not for everyone. Before deciding, you may want to get independent financial advice. Royal Mail and Equiniti, the scheme administrator, cannot provide this advice.          

6 Aug 2018