Our Mission
Inclusion in Finance is a cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry. Operating across the UK, North America and Europe, we bring together firms across major financial centres to reshape the finance industry to achieve better outcomes.
Our focus is underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Our members are asset owners, investment managers, fund selectors, family offices, investment consultants, actuaries, investment banks, insurers, trustees and wealth managers. Our partners and supporters include data providers, recruiters, professional standards authorities, trade bodies and other organisations within the Industry.
Our Mission
To reshape the financial services industry to achieve better outcomes, underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and drive long-term business success.
Our Vision
By getting this right, we will have embedded inclusion, created opportunity for all talent, and develop cognitive diversity that powers innovation. This creates value for clients, member firms and individuals as well as finance globally in the long-term.
In this future, representation improves, culture thrives, and the industry appeals to, attracts and develops a broad range of exceptional talent.
This finance industry earns trust because it delivers sustainable success to clients.
Our Values
Bold Leadership
We challenge the status quoto create meaningful change.
Evidence-led
Our strategy is grounded in data and measurable business impact.
Collaborative Impact
We amplify progress by working together across the industry.
Respectful Challenge
We welcome diverse perspectives to drive better solutions.
Our global ambitions for the next five years (2026-2031)
Inclusion of All
Ensuring opportunity, access and positive working environments for everyone across financial services.
Greater Focus on Cognitive Diversity
Building awareness, tools and leadership capability to harness diverse thinking as a driver of innovation and performance.
Address Underrepresentation
Expanding proven programmes to improve representation across socio-economic backgrounds, gender, ethnicity, neurodiversity and disability.
Global Financial Sector Impact
Strengthening coordination across the UK, Europe and North America with a global framework and local adaptation.
Further, Faster Progress
Launching a new accreditation framework, enabling firms to benchmark progress and track long-term outcomes.
Member Quotes
Our Working Structure
How we work
Inclusion in Finance is a CIC (Community Interest Company) with it’s own Board that oversee it’s running, safeguarding, finances and ensuring that it is operating in line with its mission. The organisation is overseen by a CEO Advisory Council, which provides strategic input and business leadership.
A Steering Committee leads the implementation of the strategy, through specific work streams.
A further group of individuals, ambassadors, members, supporters and partners from all levels of the industry, help deepen the work through individual engagement.
Our Structure
Board
- Helena Morrissey DBE
- Linda Russheim
- Matt Cameron
- Darren Johnson
- Natalie Gill
- Mitesh Sheth
- Stuart White
- Click here to view further diversity of the Board
Chair/CEO Advisory Council
Steering Committee
Dimensions of Inclusion
Executive Support
- Inclusion in Finance team members supporting communities and members.
Advisory Council
An Advisory Council (AC), made up of CEOs or C-suite equivalent and meets every 2-3 months. Its function is to provide input on the priorities for Inclusion in Finance and to offer support and guidance to the communities. As key decision-makers in their firms, they can take recommendations back into their organisations and effect change.
The Steering Committee
The Steering Committee (SC) is made up of representatives of all member firms. Meeting every two months, its job is to provide input, support and leadership for the communities. Its members are encouraged to share case studies of initiatives successfully carried out in their own organisations, as well as taking new ideas and recommendations back to implement in their firms.
Dimensions of Inclusion
Communities comprise employees of member firms who are passionate about a specific aspect of diversity or inclusion. These groups are largely self-organising. They determine their goals and objectives each year, deciding which initiatives to pursue and what events to run in order to raise awareness or create networking opportunities. The current community structure is shown here. They are also responsible for populating their relevant Dimensions of Inclusion pages with best practice and guidance documents, case studies, role models and links to useful information and organisations. These groups typically convene once a month to discuss progress. Group leads meet every two months to share progress and ensure that any overlaps or omissions are addressed.
Ambassadors
Inclusion in Finance ambassadors have a background in the Sector and join in a personal capacity to promote inclusion within the industry. They too want to accelerate inclusion in our Industry, they are roles of inclusive behaviour and amplify our messages, among other things.
Papers
Regulatory Papers
We respond to both Governmental and Regulatory papers on inclusion. These are accessible to Members only.
Chapters
Inclusion in Finance Chapters
Inclusion in Finance Europe and Inclusion in Finance North America. If you are interested in your region, please get in touch: [email protected]
Book
Diversity Project Book
Diversity Project: Accelerating progress towards an inclusive culture in the investment and savings industry. Written by Steve Butler, the CEO of Punter Southall Aspire and an active Inclusion in Finance Advisory Council member.
Get in touch and become a Inclusion in Finance Member today!
Complete your details below to start the process of joining
this important initiative within the Finance Industry.
