Business outcomes Community Delivered training on vulnerable clients Delivered training on vulnerable clients New work experience initiative launched New work experience initiative launched I&D training for managers I&D training for managers A step up in volunteering A step up in volunteering Charitable giving Charitable giving Progress on our Modern Slavery commitment Progress on our Modern Slavery commitment Reaching communities through our business activities Reaching communities through our business activities This year’s outcomes Delivered training on vulnerable clients Our Client Service team was trained to identify clients' vulnerabilities, and we adjusted our communications to provide better support. We are now updating the programme to offer online client support, aligned with broader Consumer Duty training efforts. In addition, we have made resources available to direct at-risk clients to specialist charities for tailored assistance. We also have a dedicated inbox for vulnerable clients, monitored by the Client Services team, to ensure thorough documentation and regular reviews. New work experience initiative launched We launched a new work experience programme for secondary and higher education students, providing an inclusive opportunity for students from all backgrounds to gain exposure to the investment industry. Through an open application process, we welcomed seven students to our first programme. I&D training for managers Our commitment to inclusivity also covers I&D training for managers; this year, this training has been delivered to hiring managers using external specialists. Additionally, we’ve appointed an Inclusion and Diversity lead to develop a more programmatic approach to I&D and to further support our Inclusion and Diversity Group. of hiring managers have received I&D training 55% scroll down A step up in volunteering In what was a difficult economic year, we did not want to retreat from our wider social responsibilities but remained committed to ramping up our volunteering efforts. As of 30 June 24, we had achieved 38% participation for the year. In September 2023, we started the ‘Year of the Volunteer’ and we aimed for over 80% of staff to use their volunteering day (equivalent to around 1,500 hours of volunteering). At the time of reporting there were over 1,000 hours of giving back to the community either spent or booked out (more than two-thirds of the hours targeted). We are also aware of a range of activities which Triple Point’ers carry out to give back to their communities, which we are not yet able to track, and this presents an area of improvement for the business. With more we can do to support our people in their many and varied community spirited actions, we will work on tracking and we have also introduced tools that connect employees with suitable volunteering opportunities, with the view to making volunteering easier. This coming year will see the Company support action for volunteering linked to causes even closer to the hearts of our employees. scroll down Charitable giving In addition to supporting charities through our volunteering activities, we continued our charitable giving through various initiatives, and donated £101,142 this year. This included £45,000 supporting Cook for Good; £2,500 donated to Equal People Mencap through the Triple Point Steps Challenge; and £150 for Macmillan Cancer Support through a Macmillan Coffee Morning. We also had two Good Cause Lotteries and donated £1,000 on each occasion. The first donation was to a community crowdfunding project to run environmental workshops in schools for key stages 2-5. The second was to the Surrey Choices Cranstock Community Hub. Continuing our commitment to climate and following the Head of Sustainability visiting Antarctica, a donation of £15,000 was made to support Oddizzi 2041 School. This new foundation is providing primary schools across the UK with free Antarctica resources to help children learn about the importance of protecting our last great wilderness, a wilderness which also plays a critical role in climate stability.1 1 More about these fantastic learning resources can be found at www.2041school.com and https://oddizzi-1.wistia.com/medias/27vlf5klq2 Progress on our Modern Slavery commitment Last year, we committed to providing Modern Slavery training to all staff. This training is now part of our newcomer introduction programme and annual refresher courses for all employees. We are continually looking for ways to deepen our employees’ understanding of Modern Slavery and are assessing related risks in our investment strategies. Reaching communities through our business activities Throughout 2023, we’ve maintained our series of ‘Meet the Manager’ events across the UK to foster meaningful interactions with advisers, including offering educational material during CPD-qualifying sessions. This year, we improved how we monitor attendee satisfaction, and feedback for Triple Point personnel and products rated them 4.4 out of 5. Also, following our commitment to do more to support women founders, we also submitted our application to the British Business Bank to join its Investing in Women Code.