Industry leaders are calling on mortgage and protection professionals across the UK to complete the 2026 Equity, Diversity and Inclusion Viewpoint survey before it closes on 29 May.

The survey, delivered through the Working in Mortgages initiative, aims to provide an updated benchmark on equity, diversity and inclusion across the mortgage and protection sector, five years after the original 2021 research.

Industry figures said broad participation from across the market would be essential if the findings are to accurately reflect the experiences of people working throughout the sector and help shape future action.

Stephanie Charman, chief executive of the Association of Mortgage Intermediaries, said: “One of the strongest messages from the 2021 ED&I Viewpoint was that many people in our industry were experiencing things their colleagues and leaders simply didn’t see or fully understand. That research started important conversations and, in many cases, prompted real action.

“Five years on, we now have a genuine opportunity to understand what has changed, where progress has been made and where challenges remain. But this only works if enough people take part.

“This survey is not aimed at one particular group, and it is not just for people who feel strongly about ED&I. It is for everyone working across the mortgage and protection sector because every perspective helps build a more accurate, balanced and useful picture of our industry today.

“Whether you are a broker, lender, business owner, administrator, BDM, underwriter, senior leader or just starting out in your career, this is your opportunity to contribute. If people sit this one out because they think it doesn’t apply to them, we risk ending up with an incomplete picture and missing the chance to create meaningful, lasting progress.”

Nicola Goldie, chair of Working in Mortgages and deputy chair of the Intermediary Mortgage Lenders Association, said: “Working in Mortgages was created to help make this industry a better place to build a career, and robust insight is a crucial part of that process.

“The findings from this research will help inform future conversations and practical action around recruitment, progression, workplace culture and retaining talent across the sector.

“We know there is a huge amount of goodwill across this industry, but goodwill alone is not enough. We need clear, representative insight that reflects the reality of working in the market today.

“There is still time to take part, but the survey will close in eight days’ time. The stronger the participation, the more valuable and credible the findings will be for the whole industry.”

The original 2021 ED&I Viewpoint became one of the mortgage sector’s most widely discussed pieces of inclusion research.

The latest survey is open to everyone working across the mortgage and protection market.

The survey can be completed here: https://data.bayesprice.com/s3/25215-Working-In-Mortgages