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Performance management Our performance management framework is built on the principle of continuous dialogue, encouraging regular, high-quality conversations that drive individual and collective success. Key elements of our framework ensure that everyone has aligned objectives to the business functional scorecards and all employees are measured not only on what they achieve, but also how they achieve it. Performance reviews serve as a valuable opportunity for employees and leaders to reflect on past achievements, identify areas for growth and set clear expectations for future development. They also provide a structured space to explore career aspirations, enabling more meaningful support and guidance. In addition, it deepens our understanding of individual and team capabilities, playing a critical role in our talent mapping and succession planning, helping us build a strong, future-ready organisation. Reward, wellbeing and benefits At Brooks Macdonald, we’re committed to helping our people thrive – professionally and personally. We offer a competitive, inclusive and evolving rewards package that supports wellbeing, recognises contribution and fosters long-term employee engagement and satisfaction. Key highlights include: • Enhanced benefits: Generous leave policies, comprehensive insurance and consistent benefits across roles through our ʻInclusive by Designʼ approach.
Empowering growth through continuous development Continuous development of our people is central to our success. Our people strategy focuses on continuous learning, equipping every employee with the tools, support and opportunities to grow personally and professionally. We offer a range of initiatives designed to support ongoing development, including professional qualifications, leadership, management, professional skills and Diversity, Equity and Inclusion (“DE&I”) training, and a career portal that provides guidance, tools and resources to support career growth. By investing in our people, we are building a future-ready workforce aligned with our values and ambitions.
Elevating client relationships through excellence This financial year, we proudly launched our Client Excellence Programme; a dynamic initiative designed to empower our investment managers, financial planners and business development managers with advanced relationship management skills. The programme blends in-person and virtual learning with real-world scenarios, coaching and a powerful psychometric tool to boost self-awareness and adaptability. With over 60 participants and an impressive 4.8 out of 5 average feedback score, the programme is already making a meaningful impact. It is also CPD-accredited, to support our people in becoming trusted advisers, and broadening and deepening client reach.
• Financial wellbeing: We listened to our employeesʼ feedback and agreed to increase our employer pension contributions from 6% to 9% from 1 January 2026. We also saw a strong participation in our SAYE scheme, with over 60% of eligible employees investing in our shared success. • Fair and transparent rewards: Annual benchmarking, role-based pay design and a discretionary bonus scheme aligned with our strategic goals and Guiding Principles. • Culture of recognition: We celebrate
individual and team achievements, reinforcing a high-performing and inclusive environment.
By investing in our people, we are building a resilient, motivated workforce ready to deliver lasting value.
The Client Excellence Programme gave me a rare chance to pause, reflect and improve how I engage with advisers. The supportive environment encouraged honest discussion, challenged old habits and sparked real growth. Since applying what I learned, I’ve seen clear improvements in my performance. I highly recommend it to anyone aiming to enhance their client experience.”
Vicky Wellings Head of Assistant Business Development
Brooks Macdonald Group plc Annual Report and Accounts 2025
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