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Products

Give your clients the future they want

At Quilter, our products and services are designed to give you the confidence to achieve your client's vision through an expert choice of products, the convenience of being managed through an award-winning platform and the control of choosing the right product and fund for your client. Discover more about our range of wealth management products and services.

Our award-winning products

Collective Retirement Account

Our award-winning pension allows you to create the retirement solutions your clients need. This is a truly flexible plan for life and allows your clients to continue accumulating retirement savings whilst taking an income at the same time.

ISA and Junior ISA

For clients that want more flexibility from their ISA, our solutions provide the freedom to make flexible regular contributions and withdrawals. And our junior ISA allows your clients to save tax efficiently for their children and grandchildren.

Collective Investment Account

A flexible way of holding various assets in one convenient place outside the tax wrapper, this Collective Investment Account is also supported with a comprehensive tool to plan and report Capital Gains Tax (CGT) and a quick and easy online Bed and ISA process.

Collective Investment Bond

Gives your clients access to a fully insured, single premium onshore bond. Potentially a powerful tool for inheritance tax planning, our Collective Investment Bond provides your clients with potentially tax-efficient benefits.

The CashHub powered by Bondsmith

Cash savings accounts

The CashHub provides access to a curated marketplace of savings accounts, from a range of providers, offering competitive rates of return on cash savings. It’s a quick and easy way to effectively manage cash savings alongside Quilter investments with a single login.

Discover the CashHub

Helping you plan their futures

Retirement

Plan a fulfilling and secure retirement for your clients and support them during their retirement thanks to our range of retirement solutions.

Retirement

Trust Planning

Our extensive range of trust solutions can help your clients mitigate tax and give them control over how and when their wealth is distributed.

Trust Planning

Helping you deliver good customer outcomes

We have robust product governance in place and a thorough product approval process that meets European regulations on PRIIPs and MiFID II. Find out more. 

Helping you deliver good customer outcomes

Best Execution Reporting

Product approval process