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Press release: Quilter launches mental health support hub for financial advisers

18 May 2020

Quilter has launched a version of Thrive, its successful employee mental health support programme, for financial advisers in the UK and internationally at the start of Mental Health Awareness Week.

Thrive for advisers forms part of Quilter’s ‘There for you’ website which was launched to support financial adviser businesses through the Coronavirus crisis.

The new resource offers a host of materials aimed at supporting the wellbeing of financial advisers and their clients during the pandemic, including:

  • Podcasts and videos from Quilter’s own and external wellbeing experts and behavioural economists
  • Tips on working effectively from home, staying connected and balancing work and caring responsibilities
  • Materials on how to cope with isolation and build resilience 

The Thrive programme initially launched to Quilter employees in 2018 to enhance their personal wellbeing and mental health. Quilter also has a Thrive ambassador network to promote the programme and engage colleagues.

Relevant extracts and downloadable PDFs directly from the employee toolkit are available to financial advisers from today. The hub will also include a selection of the best blogs from Quilter employees on how they have tackled their mental health challenges.

Paul Feeney, CEO of Quilter, said:

“This pandemic is the biggest behavioural and emotional challenge of our time and so I’m delighted we’re able to launch our Thrive for advisers site today as part of our wider programme of adviser support during the pandemic. We launched our Thrive programme of mental health support for our colleagues in 2018 as I wanted Quilter to be a place where it is ok not to be ok, where we can all put our burden down.

“Our workplace has now changed to our own homes and it’s just as important that we all feel supported, and that extends to the advisers that work with us.

“The hub is full of tools, resources, podcasts, webinars about building resilience and looking after your mental health at this time. I hope it will help advisers to reflect, and perhaps do some small things that will make a big difference. Clients place their trust in their adviser every day and to them they are more than just financial advisers, they are coaches and friends.

“The World Health Organisation has just published a report warning that we are on the cusp of a mental health crisis, underlining that it is vital that we all are able to access help and support, particularly when we’re feeling isolated and vulnerable. As we enter Mental Health Awareness Week there is no better time to recognise the importance of talking about and supporting one another’s emotional and personal wellbeing.”  

Financial advisers can access the Thrive materials at https://thereforyou.quilter.com/there-for-you/

For more information contact

Tim Skelton-Smith
023 8091 6998 
078 2414 5076 
tim.skelton-smith@quilter.com

Notes to Editors:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £95.3 billion in customer investments (as at 31 March 2020).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform and Quilter International, including AAM Advisory in Singapore.

The Old Mutual Wealth Heritage life assurance business was acquired by ReAssure Group Plc on 2 January 2020.

Since its IPO in June 2018, Quilter plc’s businesses have progressively rebranded to Quilter, as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Quilter Financial Advisers (previously Charles Derby Group)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Investment Platform in 2020)
  • Quilter International (previously Old Mutual International)

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.