Strategy and impact

To reinforce our organisational identity and cultivate a shared sense of purpose, we’re adopting new vision and mission statements:

• Our vision: For bank workers, past and present, and their families, to be supported in times of need
• Our mission: To provide guidance, practical support, and financial assistance, helping members of the banking community to overcome life’s challenges

Over the next three years, we will:

• Embed our vision and mission across all areas of our work, making sure our support reaches those who need it most
• Strengthen our approach to equity, diversity and inclusion (EDI) to ensure our services are accessible and responsive to all bank workers
• Work to a recognised benchmark of service excellence to ensure we provide high-quality, effective support that meets the needs of bank workers and their families

Understanding the evolving needs of bank workers is critical to ensuring our services remain relevant and effective. We will:

• Conduct regular impact assessments to measure the effectiveness of our services, and use data to drive continuous improvement
• Undertake comprehensive service reviews, ensuring we allocate resources where
  they can have the greatest impact
• Strengthen our role as a thought leader in wellbeing, positively influencing how
  banks support employee wellbeing and giving bank workers the tools to build their own resilience

To sustain our impact and continue meeting the growing needs of our community, we will:

• Build our fundraising strategy, focusing on long-term financial sustainability while maintaining ethical fundraising
• Improve operational efficiency, streamlining our internal processes to maximise resources and reduce costs
• Strengthen governance and risk management, ensuring the organisation remains agile and adaptable in response to financial and external pressures

This strategy ensures that Bank Workers Charity remains a lifeline for those facing financial and wellbeing challenges.

By focusing on sustainability, impact, and resilience, we’ll continue to make a meaningful difference in the lives of bank workers and their families – now and in the years ahead.