Mortgage and protection professionals are being encouraged to take part in a major new industry-wide study exploring equity, diversity and inclusion (ED&I) across the sector.
Take part in the 2026 ED&I Viewpoint survey here: https://data.bayesprice.com/s3/25215-Working-In-Mortgages
Friday 8th May 2026
The 2026 ED&I Viewpoint, led by the Working in Mortgage (WIM) initiative and supported by industry sponsors, aims to build a clearer picture of people’s real experiences of working in the market today.
The research will update the Association of Mortgage Intermediaries (AMI) 2021 study, which has helped shape much of the work and conversation around inclusion over the past five years.
WIM is urging advisers, lenders and wider industry professionals to take part, stressing that broad participation is critical to ensuring the findings reflect the full diversity of the sector.
Sponsor perspectives
AimieJo Shutt, national key account manager, Santander said:
“One of the greatest opportunities we have is to create an industry where people feel safe to truly be themselves. When people can bring their whole selves to their careers, it strengthens the industry as a whole.
“Your thoughts, your feelings and your experience truly matter in helping make this incredible industry one where everyone feels welcome, valued and accepted.”
Lucy Lewis, national account lead at Skipton Building Society said:
“With stable housing linked to upward mobility, it’s important that we as an industry reflect and truly understand the diverse communities we support.
“Every response to this survey helps identify what’s working, where barriers still exist, and where change is needed.”
Caroline Mirakian, mortgage distribution director at United Trust Bank added:
“When people can see how to belong and how to succeed, our industry becomes stronger, fairer and more relevant. We have a responsibility to make pathways into and through our industry visible and open to all.
“Inclusion is the result of consistent, deliberate actions. Taking part in this survey is a simple but powerful way to have your voice heard and help shape the future of our industry.”
Nicola Goldie, head of strategic partnerships at Aldermore, chair of Working in Mortgages and deputy chair of IMLA concluded:
“When financial services genuinely reflects the diversity of the customers and communities it serves, the benefits are tangible: better challenge, stronger decision making, reduced risk and outcomes that are not only commercial, but responsible and aligned with Consumer Duty.
“This research matters because it creates space for people to share honest experiences and ensures decisions are informed by lived reality, not assumption.”
Call to action
The survey is now open, and WIM is encouraging as many people as possible across the industry to take part.
Findings will be published later this year and used to inform future industry action on inclusion, progression and belonging.
Take part in the survey here: https://data.bayesprice.com/s3/25215-Working-In-Mortgages
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