Insurance and financial services operate in a world where culture, judgement and trust are paramount. From established banks and insurers with complex structures, to fast-growing fintech businesses shaping their culture as they grow, the challenges may look different – but creating an environment where different perspectives are heard and talented people can progress matters across the sector.

Inclusion also has an impact beyond your workforce. Your people make decisions, design products and communicate with customers and clients from every part of society. Building greater awareness of different experiences can help teams challenge assumptions, recognise potential blind spots and make more inclusive decisions.

At Mix, we help insurance and financial services organisations turn inclusion into something practical. From senior leadership and progression to everyday customer and colleague interactions, we’ll support your people in building the skills, confidence and shared understanding to create a more inclusive culture.

“Collaborating with Mix Diversity has been an extraordinary experience, defined by their deep expertise in diversity, equity, and inclusion and their profound understanding of the professional services sector...the partnership felt like a seamless extension of our team”.
"You are doing such amazing work in the Diversity and Inclusion space. You are one of the few companies I have come across who really gets D&I in terms of both the importance but also in terms of what we can do about it. Thank you for working with us."
"All sessions created great engagement across our business, but the leadership session was one of the most insightful I’ve been part of. Our leaders didn’t just show up, they leaned in. They shared personal stories. They asked tough questions. They were willing to sit in uncomfortable moments (including a couple of role plays!) because they know avoiding these conversations causes far more harm."

Inclusion That Strengthens Decision-Making

Build inclusive cultures that support better decisions, performance and trust.

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Why Partner With Mix

Connecting inclusion with performance, risk and trust

 

We know there’s no one-size-fits-all approach to inclusion in insurance and financial services. We’ve worked with established banks, insurers and investment organisations, as well as newer and growing financial services firms, so we understand how different the culture, challenges and priorities can be across the sector.

Our experience ranges from strategic consultancy, executive coaching and senior leadership sessions to organisation-wide training. We can work with C-suite leaders on complex cultural questions, while also creating practical learning that resonates with branch colleagues, call centre teams and other customer-facing roles. Crucially, we take the time to understand your organisation before deciding what will work.

By bringing consultancy, communications, training design and facilitation together, we help connect inclusion to the things that matter to your organisation – from culture and progression to better decision-making, customer experience, risk and trust.

37%

of senior management roles among Women in Finance Charter signatories were held by women in 2025 (HM Treasury Women in Finance Annual Review 2026)

64%

of reported sexual harassment incidents resulted in disciplinary or other action in the FCA’s non-financial misconduct survey (Financial Conduct Authority, October 2024)

93%

of learners felt "very confident" or "confident" to be actively inclusive after Mix training, compared with 34% before training
Mix post-training survey

What You’ll Get

Inclusion solutions that connect culture with commercial performance

 

Insurance and financial services organisations need inclusion support that works at every level – from strategic leadership conversations to the everyday decisions made by customer-facing teams. We’ll shape the right mix of learning, consultancy and practical support around your organisation, your culture and the outcomes you want to create.

  • Bespoke learning solutions – tailored programmes built around your organisation, customer base, culture and regulatory environment.
  • Leadership development – helping senior leaders connect inclusion with culture, decision-making, performance, risk and trust.
  • Board and executive briefings – focused sessions for senior teams tackling complex cultural and strategic questions.
  • Workshops and keynotes – engaging sessions on inclusion, innovation, culture and leadership confidence.
  • MixLEARN and bespoke eLearning – flexible digital learning that can reach large, dispersed and customer-facing teams consistently.
  • Compliance and governance support – helping organisations connect inclusion, behaviour and culture with wider regulatory responsibilities.
  • Strategic consultancy and longer-term programmes – supporting culture change over time, from early-stage growth through to established organisations.

Whatever the format, our focus is on practical change rather than awareness alone. We help people understand what they can do differently, so inclusion supports better decisions, stronger cultures, more confident leadership and better experiences for colleagues, customers and clients.

Better Culture. Better Business.

Connect inclusion with performance, risk, trust and customer outcomes.

Talk to us

Mix Solutions

Give your people practical tools that drive change

 

Our solutions for insurance and financial services can support everyone from boards and executive teams to managers, central functions, branch colleagues and customer-facing teams. Depending on your priorities, that could include EDI diagnostics and maturity assessments, executive coaching, inclusive leadership, bespoke learning, keynotes, workshops, MixLEARN and bespoke eLearning.

We also offer focused support around areas including inclusive recruitment, social mobility, neurodiversity and disability inclusion, customer inclusion, unconscious bias, speak-up and bystander skills, and prevention of sexual harassment. Programmes can be delivered face-to-face, virtually or through hybrid and blended learning solutions, helping you reach different audiences in ways that work for them.

Whether you’re shaping culture in a growing fintech or developing inclusion across a complex global organisation, we’ll build the right combination around your people, culture and priorities. Get in touch to discuss the right solutions for your organisation.

"What a fantastic course (and format also) yesterday; thank you so much! A genuine eye opener… very interesting to hear of potential discrimination my colleagues are still facing - and how as a team we can overcome this.”
"I just wanted to say thank you for an excellent training session. It was really engaging and you naturally captured the attention of everyone in the room! Feedback has been really great and there is a lot of follow up action happening already with our leadership team."
"Having been here for 3 years I can say that was genuinely one of the best attended sessions we've ever run! And the feedback I've received has been overwhelmingly positive."

Frequently Asked Questions

Inclusion doesn’t need to compete with your other priorities. In insurance and financial services, culture influences how people make decisions, challenge assumptions, speak up and work with customers, so inclusion can be connected to the wider conversations you’re already having about performance, risk and trust.

We make learning practical and relevant to your organisation rather than treating inclusion as a separate topic. That could include leadership development, board and executive briefings, bespoke learning or a wider EDI diagnostic to understand where your culture is working well and where there’s more to do.

Improving representation isn’t simply about bringing more diverse talent into an organisation. It also means looking at the culture, behaviours and systems that influence who gets opportunities, whose potential is recognised and who ultimately progresses.

We can help you explore those challenges through EDI diagnostics, inclusive leadership development, executive coaching and inclusive recruitment support. For senior leaders, that can also mean creating space to reflect on their own role in shaping culture and consider what they can do differently to help talented people progress.

Policies are important, but managers also need to know what to do when they encounter difficult situations in practice. We can help them recognise inappropriate behaviour, have challenging conversations, respond consistently and understand when and how to take action.

That can include bespoke manager development, prevention of sexual harassment training, speak-up and bystander training, alongside practical scenarios that reflect the situations people may actually encounter. The aim is to give managers tools they can use confidently when they need them.

People are more likely to speak up when they trust that their contribution will be heard and taken seriously. Leaders and managers have an important role in creating that environment through how they respond to challenge, invite different perspectives and handle difficult conversations.

Our leadership development, executive coaching, speak-up and bystander training can help build those skills at different levels of your organisation. We can also look more broadly at your culture through an EDI diagnostic or maturity assessment, helping identify where behaviours, systems or communications may be getting in the way.

Inclusive customer experiences start with understanding that the people using financial products and services won’t all have the same circumstances, experiences or needs. Helping teams recognise different perspectives and challenge assumptions can support more thoughtful decisions about how customers are served.

We can build customer inclusion into bespoke learning for everyone from leaders and central functions to branch and call centre teams. That can include areas such as disability and neurodiversity inclusion, unconscious bias and practical tools that help colleagues make fairer decisions and communicate more inclusively.

Case Studies

Training, consultancy and expert guidance – all in one trusted partner

 

We’re proud to work with organisations across both the public and private sectors, including many FTSE 100, FTSE 250 and Fortune 1000 companies. The case studies below offer a snapshot of the work we do and the impact it has for our clients. To discuss your specific needs and goals and find out if we’re the right fit, get in touch or book a free 15 minute consultation call.

No two organisations are the same. Some are at the start of their inclusion journey, beginning to explore how bias and stereotypes may be affecting their culture, policies or processes. Others have already made significant progress, with initiatives such as flexible working, mentoring programmes and employee networks firmly in place.

Wherever your organisation is starting from, we’ll support you – as partners, ‘critical friends’ and allies – to help you create meaningful and lasting change.

Case Study: Building a Speak Up Culture in a Global Law Firm

We partnered with a global law firm to deliver advanced, regulation-aligned leadership training on sexual harassment prevention and speak up culture. Co-created and highly tailored, the programme equipped senior leaders with practical skills and confidence, achieving strong engagement and a marked shift from theoretical understanding to practical application.

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Case Study: Specsavers

We partnered with Specsavers to deliver a truly bespoke, globally relevant inclusion and wellbeing programme for both operational managers and senior leaders. Our collaboration focused on aligning values, challenging assumptions, and tailoring learning to different cultures and territories, ensuring practical impact across eleven countries.

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Case Study: Lidl

We loved training everyone in Diversity, Equity and Inclusion at Lidl from the Executive Board through to employees on the shop floor. By providing everyone with tailored training that is based on the same practical tools and inclusive language, the company is able to move forward together.

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Thought leadership

Expert insights, tips and resources for a better workplace culture

View resources
Cultural Diversity | 20 August 2026

Cultural Inclusion: How to Lead Effectively Across Cultures

How can leaders stop cultural differences from becoming barriers to communication, collaboration and performance? Hayley Barnard explains how cultural curiosity, clearer expectations and more inclusive ways of working can help culturally diverse teams thrive.

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Case Studies | 13 August 2026

Case Study: Building Inclusive Leadership Across 11 Countries

Specsavers, one of the world’s largest optical and audiology businesses, partnered with Mix to build inclusive leadership capability across its global workforce. Together, they created a bespoke programme that challenged assumptions, supported cultural change and aligned with company values, then scaled it globally through localisation and a train-the-trainer model.

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Inclusive Leadership | 11 August 2026

Inclusive Leadership Guide

A Mix deep-dive into Inclusive Leadership: what it means, why it matters, what it looks like, common challenges and how to bring it into your organisation (and make it stick).

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Ageism | 5 August 2026

Unlocking the value of intergenerational teams

Mike Mansfield and Stef Clifton-Sprigg explore the business value of intergenerational teams, challenge common assumptions about age, and share practical ways leaders can create more inclusive, collaborative workplaces.

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Culture Change | 28 July 2026

Reflections 2 years on from the ‘DEI Backlash’

In July 2024 we wrote an article asking whether the backlash against DEI was a genuine concern. Two years on, Stef and Hayley got together to discuss how the DEI landscape has evolved, the growing influence of legislation, AI governance and workplace culture, and where we go next.

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Cultural Diversity | 11 June 2026

High Context vs Low Context Communication (and why even good leaders can still get it wrong).

Cross-cultural leadership expert Hayley Barnard explains how cultural communication styles shape perceptions of confidence, engagement and leadership potential – and what leaders can do to avoid costly misinterpretations in global teams.

Read article
Equal Pay | 10 June 2026

The EU Pay Transparency Directive in Practice – 5 Scenarios

What does the EU Pay Transparency Directive look like in practice? Through five fictional workplace scenarios, we explore how organisations need to adapt their recruitment processes, pay structures, reporting systems and employee communications to meet the new requirements and build greater trust around pay.

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Cultural Diversity | 1 June 2026

Social Mobility at Work: from side conversation to centre stage

In this personal and practical article, social mobility expert Toni Kent explores how background shapes workplace experiences, why organisations should hire for ‘add’ rather than ‘fit’, and how sharing stories can help move social mobility from a side conversation to centre stage.

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Adaptability | 13 May 2026

Case Study: Two Circles

Two Circles partnered with Mix to take a thoughtful, structured approach to DEI during a period of rapid growth. Through audits, leadership engagement and active employee networks, inclusion has become more visible, more consistent and more embedded – with a clear commitment to keep moving forward.

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DEI in the Workplace | 12 May 2026

EU Gender Balance on Boards Directive

The EU Gender Balance on Boards Directive is pushing organisations to rethink leadership, governance and representation. This article explores what the legislation means in practice, why transparency matters, and how organisations can build stronger, more inclusive leadership pipelines for the future.

Read article
Mental Health | 6 May 2026

Mental Health Awareness Week

Our special Mental Health Awareness Week feature brings together experts in leadership, inclusion and wellbeing to explore how organisations can move beyond performative wellbeing initiatives and create healthier, more supportive workplace cultures.

Read article
Ageism | 27 April 2026

What Great Leadership Looks Like Across Generations

In our special Global Intergenerational Week feature, leading voices in intergenerational leadership and inclusion share practical insights on bridging generational divides, challenging common stereotypes, and building stronger teams.

Read article

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