PRB Guidance

Banking, Climate Change, PRB Guidance, Principles for Responsible Banking, Publications | 20 November 2025

A Guide to Transition Plans for Banks: The path from targets to implementation

Transition planning is not only a regulatory or market-driven requirement—it is a core enabler of a bank’s portfolio composition, client engagement, and stakeholder and partnership strategies. In addition, transitioning planning helps banks respond to their climate, nature, human rights and healthy and inclusive economies commitments under the PRB. This report equips banks with the tools to embed sustainability into their core business models, enhance internal coordination, and proactively support the real economy’s transformation—delivering long-term value for both society and shareholders.

Report Cover: A guide to transition plans for banks; Image: Silhouette of bridge under clear sky; Parque das Nações, Lisbon, Portugal

Banking, Policy, PRB Guidance, Principles for Responsible Banking, Publications | 28 April 2025

Guidance on Responsible Policy Engagement

The new report, "Guidance on Responsible Policy Engagement," captures best practice and offers recommendations for developing and implementing effective policy engagement strategies, supporting banks in implementing Principles for Responsible Banking (PRB) “Principle 4: Stakeholder Engagement.” The guidance is centred around four pillars of responsible policy engagement: consistency, accountability, transparency, and active engagement.

Banking, PRB Guidance, Principles for Responsible Banking, Publications, Social, Target Setting | 21 February 2024

Driving Impact on Financial Health and Inclusion of Individuals and Businesses: From Setting Targets to Implementation

The new PRB guidance, "Driving Impact on Financial Health and Inclusion: From Setting Targets to Implementation", supports financial institutions prioritising financial well-being by creating common definitions for Financial Health and Inclusion, proposing a Pathway to Impact, and offering standard indicators and methodologies for strategy development and implementation. It provides practical tools to set impactful targets and create robust strategies to promote financial well-being, and tailor action plans to meet the unique needs of individuals and businesses.