Our thinking

Quilter is here to help create prosperity for the generations of today and tomorrow. That purpose guides everything we do, from creating wealth for our customers, to promoting a responsible, customer-focused investment industry, as well as our broader contribution to the communities in which we operate and society more widely.

Quilter and beyond

The rising appeal of sustainable investing

10/12/2019 | Gabriela Strug

Gabriela Strug looks at the importance of discussing clients’ investment preferences around sustainability.

Start them young

03/12/2019 | Jane Goodland

Better financial education for children should be the solution to the unsustainable financial path we find ourselves on, says Jane Goodland

Five key things to find out about your private pension

18/11/2019 | Jon Greer

Jon Greer, retirement expert at Quilter, explains that knowing the answers to five simple questions will give you the best chance of a wealthy retirement.

We need to stop shutting out women

18/11/2019 | Andy Thompson

Andy Thompson says a cultural shift is needed to encourage more women to enter the financial services industry and to seek advice.

Financial advice has come a long way

09/10/2019 | Paul Feeney

Paul Feeney states the case for financial advice at a time when it’s needed more than ever.

A tax flaw that impacts low earners

06/10/2019 | Ian Browne

Ian Browne, Pensions Expert for Old Mutual Wealth, is concerned that low earners can lose £8,000 in retirement savings due to the ‘net pay’ issue.

It’s never too early to learn about money

06/10/2019 | Scott Stevens

Scott Stevens, director of adviser recruitment and acquisition at Quilter Financial Planning makes the case that financial education should be part of the primary school curriculum.

From Millennials to Baby Boomers: what does the generation game mean for our finances?

22/08/2019 | Jane Goodland

Historically financial services companies came into existence for three key reasons: To help to preserve our assets; to assist customers to grow their wealth; and provide the infrastructure of a monetised economy by facilitating transactions and safe custody.

Helping young carers manage the family finances

20/06/2019 | Jane Goodland

Jane Goodland looks at the wide range of responsibilities that young carers take on, which includes managing the family finances

Talking openly about mental health will increase the productivity of the City

22/05/2019 | Paul Feeney

Paul Feeney shares his thoughts on the way big business should deal with mental health issues and why it’s so important.

Policymaking that cares about the carers

26/03/2019 | Rachael Griffin

Rachael Griffin says there needs to be a sustainable and approachable social care policy.

The challenges I faced as a woman in finance

11/03/2019 | Jane Goodland

Jane Goodland tells New Model Adviser why we need to challenge cultural norms for women in financial services.

How can we create better outcomes for women within financial services?

11/12/2018 | Jane Goodland

Are financial services firms still failing women both as employees and as customers?

Can banks complete the advice gap puzzle?

02/10/2018 | Andy Thompson

On a regular basis we are inundated with studies and figures highlighting that financial resilience in the UK leaves a lot to be desired.

Time to change how we talk about mental health

06/08/2018 | Paul Hucknall

If you’ve rung in to work sick because of a bad cold and needed a couple of days off...

A solution to financially empower a generation

26/07/2018 | Jane Goodland

There are myriads of motivational quotes about how you’re never too old to learn something new...

A better savings policy for the self-employed

15/06/2018 | Steven Levin

For starters, we need to ask the right questions

Supporting people in the era of individual responsibility

15/06/2018 | Paul Feeney

Quilter is here to help create prosperity for the generations of today and tomorrow.

The next chapter in a decade of disruption

04/06/2018 | Andy Thompson

A new adviser starting out in 2018 might be shocked to hear how much the profession has changed...

So why aren't we giving our kids this vital life skill?

09/05/2018 | Jane Goodland

Poor personal financial planning can lead to debt, worry and in some cases trigger mental health problems