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Women in Finance Charter - Annual Form 2026
Women in Finance Charter
Annual update submission form – organisations with more than 250 staff[^1]
NB: This Word document is to help you prepare your organisation's responses which must then be submitted via the HM Treasury Annual Update Portal.
Please complete all relevant questions as fully as possible. We ask that you undertake reasonable checks to ensure the data submitted is correct before submitting it via the portal. If you have any queries regarding your submission, please refer to the Annual Update Guidance here before contacting us.
Compulsory responses are marked with an asterisk *. The non-compulsory responses provide a suggested framework for both data and narrative reporting, based on feedback from signatories.
The information provided in your response will be aggregated, anonymised and presented in the Annual Review of Charter signatories, to be compiled by our data partner New Financial and published in March 2027 (TBC). To read HM Treasury's privacy statement and New Financial's data privacy statement, please click here.
The Annual Review will highlight progress and share best practice in a constructive, positive way (click here to see the most recent Annual Review). No information will be attributed without the express permission of the relevant signatory. If we do seek this permission, we will contact you in good time ahead of publication.
We want to know about your successes but also get a true picture of where you have faced challenges. Please be as frank and as open as you can be in your responses, including where a target may not have been met. Note there is no wordcount limit for your responses.
Submissions should be completed and submitted via the portal by September 30 2026. If you are able to submit your form earlier, we encourage you to do so.
Section A) Company and workforce details
Signatory name will be prepopulated on top left of the form (to be completed by Anthony when uploaded onto government portal).
| Question | Response |
|---|---|
| 2* Number in total workforce to which the Charter applies | • More than 250 |
| 2* Please select the sector which best describes the entity to which the Charter applies: | • Government/regulator |
| 3* Is Charter signatory FCA/PRA-regulated or does it conduct regulated activities? | • No |
| 4* Location of UK headquarters Town/city | The FRC is located in both London (HQ) and Birmingham |
| 5* Type of entity to which Charter commitment applies | • Other (Public Body – DBT Arm’s Length / UK Regulator) |
| 6 Nationality of group/parent (If applicable) | UK |
| 7 If there is any further information relating to this section that you would like to submit to HM Treasury, please do so here: | No |
Section B) Contact information
| Question | Response |
|---|---|
| 1* Please confirm that the contact details for the Primary Contact, Additional Contact(s) and Accountable Executive are correct and up to date. You can review these details via the ‘Contacts’ tab on the left-hand side of the portal, or by using the link below. If all details are correct in the contacts tab, please enter "No changes needed" NB: If any contact details require updating, please provide the changes in the box below. This should include the name, job title and email address of the contact, and whether they are the Primary Contact, Additional Contact or Accountable Executive. |
No changes needed |
Section C) Accountable executive
NB: Please provide contact details for the Accountable Executive (AE) via the “Contacts” tab in the portal. Information required:
- Name
- Job title
| Question | Response |
|---|---|
| 1* Has the Accountable Executive (AE) changed since last year's submission to HMT? | No (if no, go to 2) |
| 1a* If yes, explain why did the AE change occur? | Not applicable. |
| 2* Is AE male or female? | Select from: • Male |
| 3* Type of role of the AE? | Both: • Revenue-generating • Support role |
| 4* Does the AE sit on the exco (or equivalent decision-making group) of the entity that has signed the Charter? | Select from: • Yes |
| 5* Does the AE sit on the board (if the company has a board) of the entity that has signed the Charter? | • Yes |
| 6* Do you have more than one Accountable Executive? | • No |
| 6a* Please provide the following information for all additional AEs: • Name • Job title • Email address • Is the AE male or female • Is the AE in a revenue generating role/ support role / both • Does the AE sit on the exco (or equivalent decision-making group) • Does the AE sit on the board (if the company has a board) |
Not applicable. |
| 7* Please confirm this submission form has been seen and approved by the AE | Select from: • Yes |
| 7a* Please explain why this submission has not been seen and approved by the AE | Not applicable. |
| 8* Has the AE undertaken specific actions to support their role as AE? | Select from: • Yes |
| Question |
| Please provide up to three examples of AE actions.
To see how New Financial analyses this data and groups AE actions thematically, please see the latest Annual Review.
For example:
• Strategic focus (eg. responsibility in reporting, driving accountability, reviewing dashboards);
• Dedicating resource (eg. securing budget for networks, improving data capture, creating specialist inclusion roles);
• Talent focus (eg. talent reviews, succession planning).
• Strategic focus – The AE and Executive Team reviews progress against the DE&I strategy with HR on an annual basis
• Dedicating resource – As part of the Learning and Development (L&D) planning and budgeting cycle, funding was agreed to support DE&I networks and corporate L&D activity.
• Talent Development – As part of the annual talent review process at the FRC, working towards ensuring that there is a diverse mix of talent at senior levels of the organisation. | | |
| Please provide up to three examples of AE actions. |
| If there is any further information relating to this section that you would like to submit to HM Treasury, please do so here: | n/a |
| If there is any further information relating to this section that you would like to submit to HM Treasury, please do so here: | |
| Please provide up to three examples of AE actions. | n/a |
| If there is any further information relating to this section |
| If there is any further information relating to this section that you would like to submit to HM Treasury, please do so here: |
| If there is any further information relating to this section that you would like to submit to HM Treasury, please do so here: | |