Diversity in its broadest form is an essential part of building a more sustainable business – and of changing culture and rebuilding trust in capital markets.
Monitoring the progress of signatories and holding them to account. This report offers unique insight into what Charter signatory firms – from across the financial services industry – are doing to boost the proportion of women in senior ranks, who has hit and missed their targets, how they are developing diversity data and their different approaches to hybrid working.
In collaboration with HM Treasury, the launch of the sixth Annual Review of the HM Treasury Women in Finance Charter will be an opportunity to gain insight into the progress of Charter signatories, celebrate successes and improve your understanding of best practice around the principles of the Charter. Please see below for RSVP information. In […]
An introduction to our thought paper on where the financial services industry is at when it comes to the oft-neglected diversity strand of disability, including changing stakeholder pressures, evolving definitions of disability, de-prioritisation of data, and shifting to a broader discussion than representation. We will hear from and discuss how a range of financial services […]
A webinar discussing the big DEI themes ahead, as well as issues that are lurking on the horizon, to help DEI leads and those from across the business with an interest in or accountability for DEI to plan and prioritise.
2021 was another big year for the Charter, with a third of signatories due to hit their targets. While more than three-quarters of the Charter signatories in this analysis have met or are on track to meet their targets for women in senior management, the average level of female representation has remained flat – at 33% year-on-year – for the first time.
In three short months UK Black History Month will begin, and many organisations will run events and initiatives to highlight Black history, arts and culture, and showcase Black excellence. But there is also an opportunity to leverage Black History Month to contribute to strategic diversity, equity and inclusion aims – for example, bringing leadership into […]
The Corporate view on diversity and inclusion, is the third topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. At this event we will discuss what corporate reporting […]
Paper 1: Why do investors need a diversity toolkit?
An introduction to why more corporate diversity reporting is not yet leading to informed decisions from investors or better outcomes for investee companies, and what needs to change.
In collaboration with HM Treasury, we will host a virtual event (date to be confirmed) to launch the fifth Annual Review, monitoring the progress of signatories to the HM Treasury Women in Finance Charter. In addition to presenting highlights of the review, we will hear from HM Treasury and industry leaders. Guest speakers include: John […]
This will be a small, focused virtual lunch meeting for New Financial members to share how they approach planning for Black History Month – how they strategise and prioritise different stakeholders, audiences, and content. Suitable for DEI leads, network leads, and anyone involved in the process of planning for Black History Month at their firm.
The Investor view on diversity and inclusion, is the second topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. At this event we will discuss how and […]
At this event, we will hear from Carolanne Minashi, global head of inclusion at HSBC, speak about how HSBC set out to collect ethnicity data on a global basis, the benefits, challenges and key takeaways of such an approach, including Q&A with attendees.
Yasmine Chinwala, Partner at New Financial, will chair discussion of key DEI themes for the financial services industry with panellists: Regulation – Georgina Philippou, Senior Adviser on the Public Sector Equality Duty, Financial Conduct Authority, who will provide an update on the UK regulators’ diversity discussion paper and forthcoming consultation; Hybrid working – Syreeta Brown, […]
This virtual event will be the first in our five-paper research series to build a Diversity Toolkit for Investors, in collaboration with the 30% Club and sponsored by London Stock Exchange Group and Columbia Threadneedle Investments. Speakers include: Iain Richards, Head of Global Responsible Investment Policy, Columbia Threadneedle Investments Birgit Neu, former global head of […]
An event to discuss the big D&I themes for 2022, what’s top of the agenda and how will diversity and inclusion evolve in 2022?
This report is a unique analysis of the gender pay gap data at more than 400 firms from across the financial services industry highlights the slow progress made in tackling its large pay gap and the lack of women in the highest paid roles.
In July, the Financial Conduct Authority, Prudential Regulation Authority and the Bank of England jointly published a discussion paper Diversity and inclusion in the financial sector – working together to drive change on potential rules and guidance for all regulated firms on D&I issues, and how they could use their regulatory powers to act if firms […]
In July 2021, the UK’s Financial Conduct Authority, Prudential Regulation Authority and the Bank of England together published a discussion paper entitled: Diversity and inclusion in the financial sector – working together to drive change. The discussion paper outlines the regulators’ proposal to set rules and guidance for all regulated firms on D&I issues, and […]
Five years since the launch of the Women in Finance Charter, this report assesses its impact on female representation and the wider diversity and inclusion agenda at signatory firms and across the financial services sector.
The launch event for the five-year review of the HM Treasury Women in Finance Charter celebrates and discusses the impact of the Charter on signatory firms, the financial services industry and beyond as well as looks to the future. At this event, we will hear from guest speakers John Glen MP, the Economic Secretary to […]
The Covid 19 pandemic and the murder of George Floyd have exposed racial inequity, catapulted Black inclusion up the corporate agenda, and created a sense of urgency to drive change. This qualitative analysis focuses on the progression of Black colleagues into leadership positions across the UK financial services industry.
Five years since the UK Government launched the HM Treasury Women in Finance Charter, signatories faced their biggest test yet as the pandemic struck in 2020. This fourth Annual Review analyses the largest cohort yet, with data from 209 signatories.
Many barriers to diversity are based on assumptions of what clients want or need. We think that the Covid crisis provides the perfect opportunity to rethink what clients really want. The other side of this discussion is the fact that all financial services firms are effectively each other’s clients in some form. Can the industry […]
During this event we will discuss the findings of New Financial’s research, Accelerating Black Inclusion. The research aims to capture the experiences of Black people we are hearing right now with a particular focus on senior Black leaders across the UK finance sector. From these individual accounts, we will draw out themes to better understand […]
In collaboration with the London Women’s Forum, New Financial will be hosting a discussion on how the financial services industry is using diversity data to better understand the impacts of Covid. This event includes a presentation from Yasmine Chinwala, Partner at New Financial and Q&A with Sarah McKenzie, Head of Consumer Strategy and Policy at […]
During this event we will introduce our forthcoming thought paper on why there is a renewed focus on social mobility (or rather the lack of social mobility) in financial services – including the changing stakeholder context, getting to grips with data, the need for a wider business case, and greater objectivity in people decisions – […]
This event is aimed at the chairs of Black and/or ethnic minority networks. We will discuss the initial findings of our forthcoming research, Accelerating Black Inclusion.
The pandemic has led to a rethink of diversity data across multiple areas – including disability. At this session we will discuss what more granular self-reporting around the breath of what might be included under the umbrella of “disability” might look like, in order to help organisations more accurately identify where more positive action may […]
The Covid pandemic and the tragic killing of George Floyd in the US have catapulted Black inclusion up the D&I agenda and companies are under increasing pressure to play their part. The financial services industry is no exception. At this session, we will discuss Black inclusion from the perspective of (largely white) senior leadership raising […]
We are delighted that Yasmine Chinwala, a partner at New Financial and head of our diversity programme, has been awarded an OBE for services to the HM Treasury Women in Finance Charter in the Queen’s birthday honours list. New Financial is the official data partner to HM Treasury on the Women in Finance Charter and […]