Strategic report Governance Financial statements Other information STAKEHOLDER ENGAGEMENT STAKEHOLDERS ARE AT THE HEART OF OUR STRATEGY CONTINUED Employees Shareholders Society Our success is built on talented and committed As owners of our company and providers Businesses that serve local communities employees who bring our values to life across the of capital, supportive shareholders are and wider society will be those that thrive business to deliver our strategy the HL Way. instrumental to our growth. in the future. Engaging colleagues is key to • Launching a new online We engaged with our shareholders • Our AGM, which provides an • Active engagement with • We listened to issues raised creating and maintaining a healthy communications portal to through: opportunity for shareholders policymakers to ensure the at our AGM culture at HL, we have done share key activity throughout • Our senior management team to ask questions, albeit virtually position of retail investors in the this through: the pandemic who met with shareholders and in advance last year, and vote UK is understood and policies •Colleague Forums, bi-annual • Launchgin the HL Way and using potential investors across the on resolutions are designed to help investors colleague engagement surveys, peer recognition to identify year via a programme of results • Our corporatebrokers and • We have explored citizenship and regular pulse surveys, COVID-19 colleagues who demonstrated presentations, individual and sell-side analysts provide sustainability agendas through related forms and other ad hoc outstanding behaviours and group meetings and attendance valuable feedback and various relationships with focus groups. conduct aligned to our values at virtual conferences both in the market insight. community partners, charities UK and abroad. and Bristol One City Plan. •What the future of work looks • The importance of inclusion, • COVID-19 and the impact on the • The competitive landscape and • Retail access to IPOs • To consider our climate strategy like for HL, building on the diversity and continued business, dealing volumes and potential pricing pressure • Supporting the communities and the environmental impact of positive lessons learnt from development to succeed for revenue margins and how this • How we are dealing with ESG in which we operate to thrive our operations the last year the future may play out as we ease out as a business, a platform and a •Business prioritisation and the of lockdown Fund Manager need for clear alignment and • Quality and behaviours of cross-team collaboration new clients •Launched a specific return to • Updated our I&D strategy and • Key topics for investors • Regular reports and feedback • We have campaigned to • We attained the Living Wage the office taskforce looking launched a new leadership are incorporated into to the executive team and the increase access to retail IPOs Accreditation in May 2021 at bringing people back and development programme presentations and results Board on key market issues • We have seconded five HL • We have considered climate thinking about how we evolve announcements across and concerns. employees to the Local change impacts on our longer term the year and for separate Enterprise Partnership to business and issued our first •Involved all our leaders and governance and ESG support the recovery of TCFD report teams in our strategy cascade meetings held by the Chair communities, businesses and and conducting a business- public services of the West of wide prioritisation exercise England following COVID-19 to ensure activity was focused on our strategic priorities 37 Hargreaves Lansdown Report and Financial Statements 2021