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Purpose
Brighter Financial Futures for Every Generation.
Vision
A society in which every person—whatever their age or background— has the skills, tools and confidence to have a plan for their money and make informed financial choices at every stage of life.
Mission
We support organisations to create and run programmes that help people of all ages learn how to make a plan for their money. By backing their efforts we’re giving people the tools and confidence to make informed choices with their money at every stage of life.
Values
Our work is underpinned by a clear set of values that guide our decisions, our partnerships, and the way we serve the communities that rely on us. These principles reflect who we are and how we strive to make a meaningful and lasting impact. Each value shapes our approach—from how we collaborate to how we innovate—ensuring that everything we do is purposeful, responsible, and aligned with our mission.
Do the right thing
We do the right thing.
We act with integrity and are proudly committed to delivering exceptional support to the charitable organisations we fund and the communities we serve.
Stronger together
We achieve remarkable outcomes together.
Combining diverse talent from Quilter, across our charity network and wider communities, we accomplish more collectively than we ever could alone.
Always curious
We’re forward thinking and curious.
We continuously seek and support new ideas, ensuring our approach remains innovative, relevant and future fit.
Embrace challenge
We set bold objectives for impactful results.
We aim high to transform potential into meaningful outcomes. By listening deeply and acting with purpose, we unlock ambition as a driving force for success, always for the good of the charitable organisations and communities we support.
Approach
The Quilter Foundation’s approach is designed to address these interconnected challenges through a set of innovative, responsible, and community-driven funding programmes.
By combining targeted financial support, community empowerment, responsible processes, and capacity-building, the Quilter Foundation aims to create lasting, positive change, helping individuals and communities to thrive now and for generations to come.
Responsible Funding
At the core of our work is a strong promise to fund responsibly. We make sure our funding is fair, honest, and matches what local communities need. By using this responsible approach, we build trust and lasting good relationships with our partners and those we help.
We believe in being clear about how we do things. Our processes are open and easy to understand, from the application stage right through to reporting. Anyone applying for funding, or already funded, can easily find out how we make decisions, what we look for, and what we expect. We also welcome feedback, as listening to our partners helps us get better.
To help those applying for grants, we run regular online support sessions. These webinars explain how to apply, offer useful tips, answer questions, and share advice to help organisations succeed.
We also see the benefit in using outside resources, so we point people to platforms like grantadviser.org. This website gives independent reviews and advice from the funding world, helping organisations make good choices and learn from others’ experiences.