Skip to main content

SMART Working

Our mission

SMART Working workstream seeks to promote flexible working practices across the savings and investments industry with the main objectives focused specifically on talent pipelining, supporting industry returners and retention.

Our mission is to attract and retain the best and most diverse talent in the industry, through supporting and enabling all individuals to remain within the industry throughout all life events.

Who we are

We are a group of industry professionals passionate about applying innovative working practices.

We encourage companies to optimise their working practices and conditions to enable employees to generate strong ideas and unique investment insights, helping to build the best savings and investment products.

What is smart working?

SMART working allows employees to do their best work, where and when it works for both them and the organization. The terms flexible/ dynamic/ agile and SMART working are used interchangeably. The government’s definition of flexible working is:

“A way of working that suits an employee’s needs”

There are many forms of SMART working. It can describe a place of work, for example working from home, or a type of contract, such as part - time working, flextime, job sharing and shift work.

Why smart working?

The case for SMART working has been made. Empowering individuals to work more effectively and efficiently improves individual and team performance, provides individuals with a better work life balance, and improves employee engagement.

Millennials see SMART working as an essential part of attracting and retaining their talent within an organisation.

Join the discussion #SMARTWorking and #FlexibleWorking.

The Diversity Project and Timewise Programme

The Diversity Project and Timewise launched a collaborative effort to modernise working practices in the investment and savings industry. The programme analyses the current state of flexible working within the industry with the aim of designing an action plan for a positive change.

The programme is supported by leading firms AXA Investment Managers, Aon, Fidelity International, and St James’s Place Wealth Management.

A call for action

Informed by the findings from our research, the SMART Working Manifesto for change presents a challenge to the investment and savings industry to ensure flexible working is encouraged and developed more strategically within organisations.

We call out to firms to commit to five actions for a more sustainable approach to flexible working.

A Smart Working Manifesto For Change

Upcoming SMART Working Events




Webinar: New Ways of Working in the New Normal.


Diversity Project and Timewise Smart working project for the Investments and Savings industry recommendations. Listen to our webinar.


From crisis to opportunity – redesigning the workplace.


Addressing the current situation - Flexible working.

SMART Working Allies

Meet the SMART workers who have shared their stories:

Anthony Jeffs

Global Head of Product Platforms, HSBC Global Asset Management

Tessa Mondesir

Client Manager, Aberdeen Standard Investments

Zoe Muskett

Head of HR Services, EMEA, Invesco UK Ltd

Get Involved – join us as a SMART Working Ally


We handpicked some key partners who support the aims of the Diversity Project and are leading experts in the field of promoting SMART working practices.

Timewise is an award winning social business and leading change agent, working to unlock the flexible jobs market in the UK. We share market insights, deliver training and consultancy, and conduct research such as our annual Flexible Jobs Index. We also run Timewise Jobs, a jobs board for roles that are part-time or open to flexibility.

How Do You Do It help organisations to support the different life stages of their people and maximise the retention and progression of diverse talent. Drawing upon our expertise in supporting working parents and their managers, our programmes enable individuals, managers and their organisations to create mutually beneficial models for successful work-life integration.

Ludgate Search provides executive search, diversity and inclusion advisory services to the Asset Management and Alternatives industry. 
Specialising in distribution roles both in the UK and Continental Europe with access to a unique network of female talent, enhanced by our partnerships with diversity practitioners, we have achieved a strong track record of success in senior level Distribution assignments.

Women on Boards (WOB) exists to provide information, encouragement and connections to help women get to the top within their own company or to take on a board or committee role as a non-executive director (NED), trustee or governor. WOB are increasing the transparency of the board recruitment process through their NED Vacancy Board and are supporting individuals apply for board and trustee roles. It is free to advertise board roles on their website.
Women on Boards UK's website network link =>

Werk is a fast-growing enterprise SaaS platform based in New York City. We help companies improve their employee experience through flexibility. We use behavioral science, predictive analytics, and on-platform solutions to show companies exactly what flexibility employees need, where companies are failing to deliver, and how to make targeted investments in flexibility. Our unique data-based approach to flexibility helps companies drive productivity, retention, and engagement within their employee base.

Diversio is a company bringing big data to diversity and inclusion so that organizations can make smarter decisions to hire, retain and advance top talent. By leveraging the world’s largest D&I solutions catalogue, we allow organizations to track, measure, and ultimately improve diversity and inclusion.

Fearless Futures uniquely works within organisations to engage people in critical thinking to understand and challenge the root causes of inequalities and to grow powerful new leadership for transformative change.

We do this through training programmes both in-house and as open courses. Our training is unique because it is courageous, experiential, holistic and substantial. We don't take shortcuts, baulk from the difficult conversations or treat inequality at the surface level - we go deep and we offer learning that lasts.


Copyright © 2020 The Diversity Project - All Rights Reserved