Shareholder perks, benefits
and discounts
This is a summary of the known shareholder perks available as at May 2019.
Full terms and eligibility should be checked with the registrar. Shareholder perks, terms and eligibility can change or be withdrawn at any point.
To claim a shareholder perk on an investment held with HL, or to ask a question about shareholder perks, call 0117 900 9000, or email us.
Shareholder perks are not reason alone for buying shares in a company. Over time, shares and any income they pay will rise and fall in value, so you could get back less than you invest. If you're not sure if an investment is right for you, please speak to a financial adviser. Find out more about our service and charges.
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Adnams PLC
Minimum shares needed: 1
Qualifying date: Around April each year
Perk details: You’ll get a privilege card giving a 15% discount on Adnams store purchases and on meals and accommodation at Adnams hotels
How to receive perk: You’ll get this automatically around May each year if you hold the shares with us on the qualifying date. If you buy after this date, please send us a secure message and we’ll arrange for you to receive it
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Bloomsbury Publishing PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get a discount of 35% off the recommended retail price of all Bloomsbury books
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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BT Group PLC
Minimum shares needed: Certificated shareholders only
Qualifying date: N/A
Perk details: Discounts on a variety of products and services
How to receive perk: Unfortunately this is only available to shareholders who have a share certificate, so we can’t claim this perk for you
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Carnival PLC
Minimum shares needed: 100 or more
Qualifying date: N/A
Perk details: You’ll receive on-board credit. The amount you’lll get depends on the duration of the cruise and which brand of Carnival it’s with
How to receive perk: If you hold this share with us, please send us a secure message at least 21 days before the cruise date and we’ll arrange for you to receive it. Please give your name, reservation number, sailing date and ship name in the request
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Chapel Down Group PLC
Minimum shares needed: 500 (discount voucher) or 2000 (privilege card)
Qualifying date: N/A
Perk details: If you’ve got 500-1999 shares you’ll get a one off 25% discount voucher. If you’ve got 2000 shares or more you’ll get a privilege card with various discounts off of a number of products and services
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Character Group PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get a 20% discount off products purchased online at www.character-online.co.uk
How to receive perk: You can get the discount direct from the company website by requesting it here
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Fuller, Smith & Turner PLC
Minimum shares needed: 500
Qualifying date: N/A
Perk details: You’ll get a shareholder indulgence card giving 15% discount on food and drink and a 10% discount in any of Fuller's hotels
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Greene King PLC
Minimum shares needed: 100
Qualifying date: Around end of July each year
Perk details: You’ll get a book of vouchers, each giving 25% off food and drink
How to receive perk: You’ll get this automatically in September if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Inchcape PLC
Minimum shares needed: 100 (Excludes SIPP Clients)
Qualifying date: N/A
Perk details: You’ll get a 15% discount on service, parts and accessories and £100 off the retail price of new and used cars
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it. Unfortunately you can’t claim this perk if your shares are in a SIPP
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Irish Continental Group PLC
Minimum shares needed: 1,000
Qualifying date: N/A
Perk details: You’ll get a 20% discount on passenger and car ferry services between Ireland and Britain, a 10% discount on passenger and car ferry services between Ireland and France, and a 5% discount on Irish Ferries inclusive package holidays
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Legal & General Group PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get a number of discounts including 15% off home and travel insurance, 25% off landlord insurance, and 10% off pet and over 50s life insurance
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Marks & Spencer Group PLC
Minimum shares needed: 1
Qualifying date: Around November each year
Perk details: You’ll get a selection of spend and save vouchers
How to receive perk: You’ll get this automatically in January if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Marston's PLC
Minimum shares needed: 500
Qualifying date: N/A
Perk details: You’ll get a privilege card giving a 20% discount on food and accommodation at participating pubs, inns and shops
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Merlin Entertainments plc
Minimum shares needed: 317
Qualifying date: Around November each year
Perk details: You’ll get a discount code giving up to 40% off either 2 adult annual passes or 1 family annual Pass for use in the UK
How to receive perk: You’ll get this automatically in November if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Mitchells & Butlers plc
Minimum shares needed: 1
Qualifying date: Around late November/ early December
Perk details: You’ll get a book of vouchers, each giving 20% off the total bill in their pubs and restaurants
How to receive perk: You’ll get this automatically in December if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Moss Bros Group plc
Minimum shares needed: 1
Qualifying date: Start of April each year
Perk details: You’ll get a voucher giving 20% discount on full price merchandise at the company's retail outlets
How to receive perk: You’ll get this automatically in April if you hold the shares with us on the qualifying date. If you buy after this date, please send us a secure message and we’ll arrange for you to receive it
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Mulberry Group PLC
Minimum shares needed: 500 (Excludes SIPP clients)
Qualifying date: End of March each year
Perk details: You’ll get a discount card giving 20% discount in certain stores
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it. Unfortunately you can’t claim this perk if your shares are in a SIPP
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National Grid plc
Minimum shares needed: 1 (Excludes SIPP clients)
Qualifying date: N/A
Perk details: You’ll have the chance to enter a ballot to attend a shareholder networking programme. The programme runs over two days and includes visits to operational sites and presentations by senior managers and employees
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it. Unfortunately you can’t claim this perk if your shares are in a SIPP
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Newbury Racecourse plc
Minimum shares needed: 100 (Voucher) 5000 (1 Annual Metal Badge) 10,000 (2 Annual Metal Badges)
Qualifying date: N/A
Perk details: If you’ve got between 100 and 4,999 shares you’ll get a voucher for two day member badges. If you’ve got a minimum of 5,000 shares you’ll get a single annual metal badge and if you’ve got 10,000 or more shares you’ll get 2 annual metal badges
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Next plc
Minimum shares needed: 100
Qualifying date: 1 April each year
Perk details: You’ll get a voucher giving a 25% discount against one purchase, without limit, of full price goods in Next retail stores
How to receive perk: You’ll get this automatically in May if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Renishaw PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get discounts on package holidays booked through the company's subsidiary Wotton Travel
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Restaurant Group PLC
Minimum shares needed: 250
Qualifying date: Around April each year
Perk details: You’ll get a book of vouchers, each giving 25% off the total bill in a number of their pubs and restaurants
How to receive perk: You’ll get this automatically in April if you hold the shares with us on the qualifying date. If you buy after this date, please send us a secure message and we’ll arrange for you to receive it
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Safestore Holdings PLC
Minimum shares needed: 100
Qualifying date: N/A
Perk details: You’ll get 25% off storage and 20% off merchandise, as long as you’re a new Safestore customer
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Sheperd Neame
Minimum shares needed: 100
Qualifying date: Around October each year
Perk details: If you’ve got 100-2999 shares you’ll get a Gold privilege card. If you’ve got 3000 shares or more you’ll get a Black privilege card. Each card gives various levels of discount off food & accommodation in their hotels and discounts in their visitor centre
How to receive perk: You’ll get this automatically in October if you hold the shares with us on the qualifying date. If you buy after this date, you’ll need to wait until the next year to receive it
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Telecom Plus PLC
Minimum shares needed: 1500
Qualifying date: N/A
Perk details: You’ll get a special tariff that’s approximately 10% lower than the standard and a 10% rebate on non-energy services
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it
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Whitbread PLC
Minimum shares needed: 64
Qualifying date: Around May each year
Perk details: You’ll get a shareholder benefit card which gives free breakfasts in Premier Inns and a 10% discount in Whitbread restaurants
How to receive perk: If you’ve asked for this previously and still hold the minimum number of shares you’ll get this automatically in June. If you held this share with us on the qualifying date but haven’t asked for it yet, please send us a secure message and we’ll arrange for you to receive it
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Young & Co's Brewery PLC
Minimum shares needed: 1
Qualifying date: N/A
Perk details: You’ll get discounts and offers mailed to you from time to time
How to receive perk: If you hold this share with us, please send us a secure message and we’ll arrange for you to receive it