What’s different about this platform?

Here are ten examples of how Quilter’s platform continues to differentiate and deliver value to you and your clients:

• No unexpected additional charges - Unlike some other providers, Quilter does not currently make any additional charges for withdrawals, re-registration or switching unit trusts and OEICS.
• A leading range of products and trusts, including our flagship Collective Retirement Account – the most versatile pension in the market with nine ways of withdrawing clients’ money
• Access to the CashHub, an award-winning online cash portal, offering a range of savings accounts with competitive rates of interest from a variety of banks
• Prefunding for all switches, new business and top-ups, and tax relief on pensions to ensure your clients’ money is invested for longer
• Market-leading, integrated financial planning tools to help you with tax planning, ongoing suitability and client reporting
• Access to WealthSelect, our actively managed, discretionary investment solution enabling you to outsource the asset allocation, manager selection, and day-to-day running of clients’ portfolios to our team of experts, at a very competitive cost.
• Easy and efficient straight-through online processing saving you time and money
• Defaqto ‘Gold’ rated platform, pension and investment bond service 
• Access to our experienced team of technical experts for all aspects of financial planning
• A strong and sustainable platform, with continued investment being made into its future.