Open to all BUFDG members and aims to pair mentors with mentees to develop specific areas of expertise related to strategy and planning


What is it?

The BUFDG Mentoring scheme is open to all BUFDG members and aims to pair mentors with mentees to develop specific areas of expertise related to finance. A key objective of the scheme is to support members and help them to develop and achieve specific goals which they set for themselves. In the majority of matches, it is envisaged that mentors and mentees will be from different institutions. This also helps to encourage cross-sector networking and engagement, another key objective of the scheme.

Quick Links

Mentoring Code of Conduct

Mentoring Confidentiality Agreement

Mentoring Contract

Scheme objectives

Who can participate?

Anyone can be a mentor if they have skills to pass on, with the only requirements being to have the time and commitment to participate. Mentees can be any BUFDG member who would find it useful to have a neutral mentor who can help them achieve specific objectives that they set for themselves. It is also completely possible to sign up as both a mentor and a mentee, offering support and guidance on areas of expertise that you possess, and seeking the same from others on areas you wish to develop.

How do I get involved?

If you wish to participate in mentoring as a mentee or a mentor (we are particularly looking for mentors at a senior level at the moment), please drop Rachel an email. Mentees and Mentors will be contacted initially, but please note mentoring may not begin straight away. It important the right matches are found throughout the membership and this can take a little time. When potential matches are found, the mentee can choose to accept or decline. If they accept, the mentor is contacted and informed that a match has been made. The onus is on the mentee to make the first contact and complete the Mentoring Contract , which must then be agreed and signed by both parties before the first meeting takes place. Bother partners must also sign a Confidentiality Agreement.  We expect that members continue to respect sensitive data and ensure information is not shared in a way that could infringe on UK Competition Law. 

BUFDG Mentoring Handbook

This is a handy guide for all users of the scheme, whether mentor, mentee or both. It provides information about what mentoring is and isn't, why BUFDG is running a scheme, objectives of the scheme, what to expect, guidance for mentors and mentees, common dilemma's, complaints procedures, key scheme documents, contacts and FAQ's. 

The handbook is just being updated and will be available shortly. 


BUFDG Mentoring Code of Conduct

This document states how mentors and mentees should behave in relation to certain things. It contains information and guidance on agendas, roles, confidentiality, privacy, relevance, responsibilities, boundaries, protocols, openness, respect, time and finish.

Download the code of conduct

BUFDG Mentoring Confidentiality Agreement

The purpose of this document, which is signed by users of the scheme when a match is made, is to protect both the mentor and mentee from a breach in confidentiality during the mentoring process.

Download the agreement

BUFDG Mentoring Contract

This contract captures information how the partnership will operate, including: goals, steps to achieving them, meeting information (frequency, duration, location), confidentiality, plans for evaluating the effectiveness of the relationship, termination details and steps to achieving goals. The form is developed by the mentee initially and agreed and signed by both parties (taking into account any amends before signing).

Download the contract

If you have any queries, please send them to



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