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Partnership share matching scheme December?

The latest news and discussion on Royal Mail Shares.Please note the advise given in this forum is unofficial, please use the links we have for a more detailed response or see an independent financial adviser.
All news and discussion on Daniel Kretinsky's full takeover of Royal Mail.
rks
Posts: 71
Joined: 31 Mar 2015, 23:18
Gender: Male

Partnership share matching scheme December?

Post by rks »

Do you have to call equity to cancel further share purchases from your wages?
RobertT
EX ROYAL MAIL
Posts: 6622
Joined: 09 Sep 2007, 14:26
Gender: Male

Partnership share matching scheme December?

Post by RobertT »

rks wrote:Do you have to call equity to cancel further share purchases from your wages?
Going by the P&M booklet, you can stop your payments online, although phoning may also be an option?
Links to all RM pension related websites are here
rks
Posts: 71
Joined: 31 Mar 2015, 23:18
Gender: Male

Partnership share matching scheme December?

Post by rks »

OK thanks will try and call them.
wacko74
EX ROYAL MAIL
Posts: 1572
Joined: 04 Apr 2009, 20:35
Gender: Male

Partnership share matching scheme December?

Post by wacko74 »

I cancelled mine online on 20th April, got an email confirming my instruction to cancel but it's still been deducted from my last 2 payslips, not sure if I've got to complete a full months contributions until the next purchase date of 15th May before it then stops or if it's just the usual RM/Equiniti uselessness.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

Scroll to the bottom for the May update.

The table reads from left to right:

Date then the shares purchased then a running total of purchased shares.
The share price on the date of purchase,then the total amount spent on the day of purchase


15/10/18 - 27/27 @ 341.511p for £92.21

15/11/18 - 28/55 @ 328.48p for £91.97

17/12/18 - 38/93 @ 297.8619p for £113.19

15/01/19 - 34/127 @ 276.2788p for £93.93

18/02/19 - 33/160 @ 279.3296p for £92.18

15/03/19 - 35/195 @ 264.09p for £92.44

15/04/19 - 43/238 @ 264.1608p for £113.59

15/05/19 - 40/278 @ 234.8515p for£93.94

17/06/19 - 56/334 @ 204.9797p for £114.79

15/07/19 - 43/377 @ 217.8644p for £93.68

15/08/19 - 48/425 @ 191.772p for £92.05

16/09/19 - 51/476 @ 226.76p for £115.65

15/10/19 - 43/519 @ 213.8974p for £91.97

15/11/19 - 40/559 @ 230.01p for £92.00

16/12/19 - 46/605 @ 249.687p for £114.86

15/01/20 - 42/647 @ 222.2128p for £93.33

17/02/20 - 49/696 @ 185.0676p for £90.68

16/03/20 - 92/788 @ 127.1359p for £116.96

15/04/20 - 65/ 853 @ 140.638p for £91.41

15/05/20 - 53/ 906 @ 173.87p for £92.15

Free shares are now totalling 40.
wacko74
EX ROYAL MAIL
Posts: 1572
Joined: 04 Apr 2009, 20:35
Gender: Male

Partnership share matching scheme December?

Post by wacko74 »

Thanks for the update James.

Same latest figures for me even though I supposedly cancelled my SIP contributions on 20/4.

Not sure if I had to complete a final full month of contributions and they'll now stop this week or if they've not processed my request (even though I received an email confirming I'd stopped my contributions on the 20/4)
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

June update this morning.

15/06/20

66 shares purchased @ £1.74,total purchase price was £115.13 + 2 free shares.

This morning's value with the share price @ £180.025 is £118.81.

That's 972 Partnership shares + 42 free per £100/monthly investment since the scheme started.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

Complete breakdown of the Partnership & Matching Share Scheme @ this afternoons closing price which was £1.77.
(Figures are per £100/monthly investment)


15/10/2018 Shares purchased 27 @ 341.511p,cost then = £92.21,value now = £47.85.

15/11/2018 Shares purchased 28 @ 328.48p,cost then = £91.97,value now = £49.63.

17/12/2018 Shares purchased 38 @ 297.8619p,cost then = £113.19,value now = £67.35.

15/01/2019 Shares purchased 34 @ 276.2788p,cost then = £93.93,value now = £60.26.

18/02/2019 Shares purchased 33 @ 279.3296p,cost then = £92.18,value now = £58.49.

15/03/2019 Shares purchased 35 @ 264.09p,cost then = £92.44,value now = £62.03.

15/04/2019 Shares purchased 43 @ 264.1608p,cost then = £113.59,value now = £76.21.

15/05/2019 Shares purchased 40 @ 234.8515p,cost then = £93.94,value now = £70.90.

17/06/2019 Shares purchased 56 @ 204.9797p,cost then = £114.79,value now = £99.26.

15/07/2019 Shares purchased 43 @ 217.8644p,cost then = £93.68,value now = £76.21.

15/08/2019 Shares purchased 48 @ 191.772p,cost then = £92.05,value now = £85.08.

16/09/2019 Shares purchased 51 @ 226.76p,cost then = £115.65,value now = £90.39.

15/10/2019 Shares purchased 43 @ 213.8974p,cost then = £91.97,value now = £76.21.

15/11/2019 Shares purchased 40 @ 230.01p,cost then = £92.00,value now ='£70.90.

16/12/2019 Shares purchased 46 @ 249.687p,cost then = £114.86,value now = £81.53.

15/01/2020 Shares purchased 42 @ 222.2128p,cost then = £93.33,value now = £74.44.

17/02/2020 Shares purchased 49 @ 185.0676p,cost then = £90.68,value now = £86.85.

16/03/2020 Shares purchased 92 @ 127.1359p,cost then = £116.96,value now = £163.07.

15/04/2020 Shares purchased 65 @ 140.638p,cost then = £91.41,value now = £115.21.

15/05/2020 Shares purchased 53 @ 173.87p,cost then = £92.15,value now =£93.94.

15/06/2020 Shares purchased 66 @ 174.4433p,cost then = £115.13,value now = £116.98.

A grand total of 972 shares + 42 free over the course of the first 21 months of the scheme.
wacko74
EX ROYAL MAIL
Posts: 1572
Joined: 04 Apr 2009, 20:35
Gender: Male

Partnership share matching scheme December?

Post by wacko74 »

Thanks for that breakdown James.

Typical to see the figures are creeping back in to the black starting at precisely the time I opted out of the SIP!
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

July update this morning.

15/07/20 = 52 shares purchased @ £1.78 + 2 free.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

August update just now.

17/08/20 - 54 shares purchased @ £2.12.
Total purchase value was £114.59.

After 23 months/per £100 investment gives a grand total of 1078 shares bought and 46 free.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

Very quick September update on this,the 2 year anniversary of the scheme.

40 shares purchased yesterday @ £2.31 + 2 free.

A grand total now of 1,118 bought and 48 free shares /£100 investment.

I'll post a complete 2 year breakdown time permitting.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

The 2 year breakdown at today's close of £2.42.

15/10/18. 27 @ £3.41,value today = £65.42

15/11/18. 28 @ £3.28,value today = £67.84

17/12/18. 38 @ £2.97,value today = £92.07

15/01/19. 34 @ £2.76,value today = £82.38

18/02/19. 33 @ £2.79,value today = £79.95

15/03/19. 35 @ £2.64,value today = £84.80

15/04/19. 43 @ £2.64,value today = £104.18

15/05/19. 40 @ £2.34,value today = £96.92

17/06/19. 56 @ £2.04,value today = £135.68

15/07/19. 43 @ £2.17,value today = £104.18

15/08/19. 48 @ £1.91,value today = £116.30

16/09/19. 51 @ £2.26,value today = £123.57

15/10/19. 43 @ £2.13,value today = £104.18

15/11/19. 40 @ £2.30,value today = £96.92

16/12/19. 46 @ £2.49,value today = £111.45

15/01/20. 42 @ £2.22,value today = £101.76

17/02/20. 49 @ £1.85,value today = £118.72

16/03/20. 92 @ £1.27,value today = £222.91

15/04/20. 65 @ £1.40,value today = £157.49

15/05/20. 53 @ £1.73,value today = £128.41

15/06/20. 66 @ £1.74,value today = £159.91

15/07/20. 52 @ £1.78,value today = £125.99

17/08/20. 54 @ £2.12,value today = £130.84

15/09/20. 40 @ £2.31,value today = £96.92

1,118 shares purchased + 48 free for the first 24 months of the scheme /£100 per month investment.
Jefferson Starfish
Posts: 893
Joined: 12 Aug 2011, 15:32
Gender: Female
Location: Greendale DO

Partnership share matching scheme December?

Post by Jefferson Starfish »

£68 per month investment surely.
james
Posts: 104
Joined: 06 Oct 2007, 13:44

Partnership share matching scheme December?

Post by james »

Yes,£68 per month net after 5 years.

£100 gross per month.

I'm not taking into account the tax/N.I. savings per month.