Mortgage and protection professionals are being urged to contribute to a new study examining equity, diversity and inclusion across the sector.

Professionals across the mortgage and protection market are being encouraged to take part in a new industry-wide survey designed to assess progress on equity, diversity and inclusion (ED&I).

The 2026 ED&I Viewpoint, led by Working in Mortgages and supported by industry sponsors, aims to build a clearer picture of working experiences across the sector.

The research updates a 2021 study conducted by the Association of Mortgage Intermediaries, which has informed much of the industry’s approach to inclusion in recent years.

Working in Mortgages is calling on advisers, lenders and other professionals to take part, noting that broad participation will be key to ensuring the findings accurately reflect the diversity of the market.

SPONSOR PERSPECTIVES

AimieJo Shutt, national key account manager at 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, added: “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.”

And Caroline Mirakian, mortgage distribution director at United Trust Bank, said: “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.”

TANGIBLE BENEFITS

Nicola Goldie, head of strategic partnerships at Aldermore, chair of Working in Mortgages and deputy chair of the Intermediary Mortgage Lenders Association, said: “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, with findings due to be published later this year to help inform future industry action on inclusion, progression and belonging.

Professionals can take part HERE.