Increase profitability by 23% Increase profitability by 23%
Boost productivity by 21% Boost productivity by 21%
5 star Google reviews

Case studies:

Charity Bank: Bringing people and purpose together

An Outstanding Workplace case study

Charity Bank bringing people and purpose together

Headline stats

88%

response rate

93%

engagement

4%

increase in engagement in one year

90%

purpose score

Watch the case study

Redefining engagement in tough times

It’s a difficult time for the not-for-profit sector. Economic pressures, rising service demands and a highly competitive talent market are making it harder than ever for organisations to keep their people engaged and motivated.

Despite this, Charity Bank stands out as a powerful example of what’s possible in turbulent times, increasing employee engagement by four percentage points in just one year.

Working closely with People Insight, Charity Bank has built a more connected, responsive workplace — one where employee voices directly shape strategy, communication and culture. Through regular listening and focused action, they’ve shown what’s possible when people and purpose truly align.

With a clear mission, a culture rooted in trust and inclusion, and a pioneering four-day work week, Charity Bank proves the impact of putting people first.

Who are Charity Bank?

Charity Bank is an ethical UK-based bank that partners with individuals and organisations to drive positive social change through finance. As an organisation, they exemplify a mission-driven approach, using savers’ deposits to fund charities and social enterprises across the UK. Their work aligns closely with values-led innovation and sustainable development.

Charity Bank has been recognised with a 2024 Outstanding Workplace Award, a testament to its exceptional employee engagement and values-led culture. But for Charity Bank, this recognition is a reflection of how deeply its mission is embedded in the way it works.

Testimonial

“We don’t have everything right — and we never will. But what we do have is great people, a clear purpose and a shared commitment to building a better world. That starts with how we treat our people and each other.”

Ed Siegel, CEO at Charity Bank

Purpose-driven culture

At Charity Bank, creating a great place to work is an extension of the Bank’s core mission to support social good. With 99% of employees saying the Bank’s purpose makes them feel good about their work, the connection between individual motivation and organisational impact is clear. 

The Bank’s four-day working week, introduced to support wellbeing and productivity, is just one example of how purpose and people come together in practice. It’s helped to create a culture of trust, balance and high performance.

Making flexibility work: Lessons from the four-day week

Charity Bank introduced a four-day working week in 2022 — a bold move rooted in growing evidence that flexibility boosts productivity, wellbeing and employee retention. Research from early adopters across sectors has shown that when implemented thoughtfully, shorter working weeks can lead to happier, more focused teams without compromising performance.

Since adopting the model, Charity Bank is already seeing encouraging signs:

  • Stronger engagement
  • High levels of wellbeing (with 92% of employees saying they feel supported)
  • Standout scores for autonomy and motivation

These early indicators point to a working culture where flexibility and performance go hand in hand, and where people feel trusted to do their best work in a way that works for them.

Engagement that fuels social impact

At Charity Bank, high engagement isn’t just good for employees. It strengthens the Bank’s ability to deliver on its mission. When people are supported, motivated and connected to purpose, they deliver stronger outcomes for the charities and social enterprises the Bank serves. The result is a more effective, aligned and resilient organisation, equipped to make a bigger difference where it matters most.

Listening, understanding and acting

Charity Bank’s four-point rise in engagement in just one year is no accident. It reflects a deep commitment to listening to employees and acting on what they share.

With support from People Insight, the Bank has developed a more mature, strategic approach to employee listening. Insights from the latest survey helped identify communication and transparency as key areas of focus, prompting a number of targeted initiatives:

  • Rolling out the Insights Discovery methodology to strengthen team dynamics and communication, helping colleagues better understand each other’s working styles.
  • Launching a redesigned intranet and internal newsletter, making key information more accessible and relevant.
  • Introducing quarterly investor updates shared with all staff, enhancing organisational transparency.
  • Hosting regular all-staff town hall meetings, creating space for open dialogue and shared alignment.

These efforts have had a measurable impact. Today, 96% of employees say they understand how the Bank is progressing against its aims, a significant increase that reflects the power of acting on employee feedback.

Charity Bank’s approach demonstrates how People Insight’s survey expertise, combined with a leadership team committed to meaningful change, can drive better outcomes for people and performance alike.

Inclusion at the core

Diversity and Inclusion is central to Charity Bank’s organisational culture. In an effort to back up this ethos, the Bank has:

 

  • Signed the Diversity Forum Manifesto  
  • Developed inclusive policies and staff networks 
  • Rolled out neurodiversity awareness  
  • Established an active EDI working group 

Engagement among women is particularly strong, with 95% reporting high levels of wellbeing and autonomy

Testimonial

“Our EDI efforts aren’t just about representation. They’re about creating a culture where everyone can succeed.”

Ed Siegel, Charity Bank, CEO

The road ahead

For Charity Bank, listening isn’t a one-off exercise. It’s an ongoing dialogue that shapes the future of the organisation. With support from People Insight, the Bank is embedding employee voice at the heart of its strategic planning.

Right now, colleagues from across the organisation are contributing to the development of Charity Bank’s next five-year strategy. Their involvement ensures that the direction of the Bank is grounded in the real experiences and aspirations of its people.

Over the coming months, the Bank will be sharing a series of ‘You Said, We Did’ updates across multiple communication channels, making it clear how employee feedback is informing real change.

What’s more, insights from last year’s People Insight survey are already influencing the design of the next listening programme, keeping it focused, relevant and aligned to what matters most to employees.

By continuously listening, reflecting and evolving with expert support from People Insight, Charity Bank is building a workplace where engagement drives impact today and in the years ahead.

Testimonial

“We’ll continue to listen, learn and evolve, ensuring that Charity Bank remains a place where people do well and purpose drives performance.”

Ed Siegel, Charity Bank, CEO

Begin listening to your people today

If you’re ready to create a purpose-driven, high-performing culture, People Insight can help. 

Get in touch today to begin your next employee survey and discover the true potential of employee listening.

People Insight logo
Privacy Overview

We use cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorised as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyse and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.