New Financial is HM Treasury’s data partner on the HMT Women in Finance Charter. We monitor the progress of signatories against their Charter commitments in collaboration with HM Treasury, and we produce an annual review which is published each year.

Please find below all links to documents for Charter signatories relating to providing an annual update to the HM Treasury Women in Finance Charter.

 

• ​Guidance document: Guidance to Charter signatories on registering and submitting the mandatory annual update for their organisation, as well as answering frequently asked questions about the annual update – click here

 

• Large signatories template: Word template of annual update form for Charter signatories with more than 250 employees – click here

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• SME signatories template: Word template of annual update form for Charter signatories with 250 employees or less – click here

 

• HM Treasury’s data privacy statement: How all data provided by signatories is stored and used by HM Treasury – click here

 

• New Financial’s data privacy statement: How all data provided by signatories is stored and used by New Financial – click here

 

• About the HM Treasury Women in Finance Charter: Information on what the principles of the Charter and a list of signatories – click here

 

• Annual Reviews: All previous Women in Finance Charter Annual Reviews – click here
   

 

Queries: In the first instance, please read the Guidance document above carefully.

 

How to webinars:  HM Treasury and New Financial are hosting two “How to” webinars on Zoom where we will show signatories how to submit their Annual Update via the online portal. Attendees will also have the opportunity to pose queries regarding either the portal or their organisation's annual update which we will answer live. Recordings of the sessions will be available on this page for anyone unable to attend.

 

Webinar dates:

• Tuesday 11 August, 12-1pm. Click here to access the joining link

• Tuesday 8 September, 12-1pm. Click here to access the joining link

Please note, we do not require you to register to attend, just join using the link on the day.

 

Contact: If after reading the Guidance document and joining / reviewing the “How to” webinar(s) you have any outstanding queries, please contact womeninfinance@hmtreasury.gov.uk.