Advice Investments Wealth management

By building and promoting an inclusive culture, we can ensure our products and services reflect the customers we serve, whilst helping colleagues and communities to thrive in work.

Key stats

  • 50% of UK consumers could be ‘vulnerable’ according to FCA
  • 66% UK workers struggling financially report mental health issues
  • Youth unemployment rate three times higher than UK average


Inclusive growth commitments



Empower customers to be more engaged in their financial future.


We retained our focus on vulnerable customers throughout 2019. In addition to our internal programmes to help customer-facing colleagues support vulnerable customers we also continued to chair the industry working group of The Investing and Saving Alliance (TISA) to raise standards across the industry. This has involved working with charities to release a series of help-sheets to support financial firms to understand the difficulties that different vulnerabilities may create and how they can be addressed. We also recognise digital access can help customers to understand and be more engaged with their investments.



Create an inclusive culture that enables our colleagues to thrive.


We built on our existing inclusion activity in 2019 to encompass a greater focus on LGBT+. We supported the launch of LGBTGreat which is a collaborative organisation working to develop all aspects of LGBT+ equality and inclusion within the investment industry. We also continued to focus on our target to reach at least 35% women in our senior leadership community and our participation in the Diversity Project, the HM Treasury Women in Finance Charter and the annual Hampton-Alexander Review on FTSE Women Leaders.

We continued to focus on colleague engagement and wellbeing during 2019. Our wellbeing initiative, Thrive, continued to focus on mental health specifically, led by our CEO, Paul Feeney.



Help our communities to thrive and prosper.


We also recognise employment is vital to healthy communities. During 2019 we forged three new strategic charity partnerships focused on supporting young adults into further education, training or sustained employment.

Visit our 'Young carers campaign' page.

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