Advice Investments Wealth management

Quilter launches free adviser resource hub in response to COVID-19

1 May 2020

Quilter has launched a dedicated website with materials from across the Quilter group to support financial advisers with challenges posed by the Coronavirus crisis.

The site offers advisers business support such as guides to the different kinds of technology to support client interactions and packages up the relevant government support for adviser businesses. This support includes a free webinar series covering topics such as how to support furloughed clients; how to run an adviser business remotely and how to manage business risk through the crisis. 

The online hub, called ‘There for you’, also offers advisers tools for interactions with clients during this period such as: tips on using behavioural economics to help navigate the market volatility with clients and guides to help your clients stay safe from financial scams.

Quilter has mobilised homeworking across two major call centres to continue to provide seamless support to advisers and customers and the site details how adviser can work remotely with Quilter, including answers to the most frequently asked client questions during the crisis.

Paul Feeney, CEO of Quilter, says:

“This is a very different kind of crisis and it requires an extraordinary response. Everyday financial advisers place their trust in us on behalf of their clients and we want to return that trust. I feel that responsibility very keenly and all the more so during this crisis. Using the wide expertise from across Quilter we’re pulling together information to support all advisers onto this central online information hub.

“The role the adviser plays at this time is critically important, with research from Populus showing that 56% the public is currently worried about their long-term family finances and it  is our duty to support advisers so they can focus on their clients and their concerns.  

“We all need to change the way we work – something I describe as an Alpine assault on a Himalayan challenge. Within a few weeks we had 4,500 people working remotely and we took 30,000 calls from people’s living rooms over the next two weeks. The advice community has also proved to be hugely resilient in the past and we are hoping this hub will further help them to adapt and thrive.”

For more information contact

Tim Skelton-Smith
023 8091 6998 
078 2414 5076

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.