News from around our business

5 practical tips to help cope with loneliness

06/05/2022

Feeling lonely affects many of us. As life gets back to ‘normal’ following the pandemic, we share our top tips to help you feel more connected with the world around you and stave off the feelings of isolation.

How to identify and avoid ‘romance fraud’

06/05/2022

Three signs to spot a romance scam involving you or a loved one.

Budgeting: How to make sure you don’t short-change yourself on life

06/05/2022

Budgeting is important, but it doesn’t always have to mean spending less.

Earth Day: What is it and how can your finances help our planet?

19/04/2022

Friday 22 April marks this year’s Earth Day, the annual event supported by more than a billion people every year as a day of action to change human behaviour and policy to help fight for a cleaner environment.

Feeling brainwashed by greenwashing? Here are some top tips to help you avoid it

19/04/2022

With the rise of ethical investing, it can be difficult to navigate the land of ‘green’ or ‘sustainable’ investments.

What is ESG?

19/04/2022

Investors are becoming increasingly aware of the impact their decisions can have on our society and environment and are looking for more than just the potential for a financial return on their investments.

Five financial planning tips for mothers

24/03/2022

Five tips to help you avoid some of the most common financial pitfalls to ensure mothers make the most out of your finances.

Busting six of the most common investment myths

09/03/2022

We bust six of the most common myths so you can take a fresh look at investing, and consider whether it might help you reach your financial goals

Joining the great resignation? Here are some considerations for your finances

09/03/2022

Quilter’s Tracy Crookes takes us through some of the points to consider when changing careers to ensure your finances are well covered.

Two is better than one when it comes to keeping people safe online

08/03/2022

Information security has never been more important. Hear from our information security culture experts Louise and Linda on how to stay safe online.

Looking for a new career? Financial advice could be for you

07/03/2022

The UK needs professional financial advisers now more than ever. Now could be the perfect time to join the profession.

Quilter Foundation supports DEC Ukraine Appeal

03/03/2022

The Quilter Foundation is donating £100,000 to the Disasters Emergency Committee (DEC) Ukraine Humanitarian Appeal in response to the crisis in Ukraine.

Five big financial mistakes made by couples

14/02/2022

Financial circumstances can often be a difficult subject, but it is vital for those planning a future together. The earlier in your relationship you have such conversations the better, but even if your first date now seems a distant memory, it is better late than never.

Three tips to help protect you from scams this tax year end

01/02/2022

Learn to recognise scams and fraudulent activity to protect you and your finances as fraudsters are known to increase their attempts when the end of the tax year is approaching.

Opening a JISA? Beware of the inflation situation

02/02/2022

Junior ISAs can be a vital tool for saving for your child or grandchild’s future in a tax-efficient way.

End of tax year checklist - Seven tips to make sure you make the most of your finances

04/02/2022

Here are the key areas to think about before the tax year ends on 5 April.

Financial advice: What are the benefits and where to start?

04/02/2022

Financial advice can provide support in all aspects of your finances. Find out how it could help you.

Should I be worried about the lifetime allowance?

07/02/2022

The lifetime allowance is the maximum amount you can build up in pension benefits over your lifetime without incurring a tax charge.

Five tips to help you up the property ladder

11/01/2022

While the property market has been turbulent, for many people purchasing a first home, upsizing, or perhaps buying a second property, remain key life goals. If that is the case, there are several things you can do to ensure you put your best foot forward when approaching the property ladder.

Five ways to make the most of your retirement

11/01/2022

Planning for retirement can be a daunting task. We look at what you need to consider to help you make the most of your hard-earned money and enjoy the retirement you deserve.

Tips to improve your financial and mental health this year

11/01/2022

Looking after your mental health is just as important as looking after your physical health. Our tips will help you focus more on your wellbeing and reduce the risk of stress in the new year.

How to take control of your finances with a yearly budget

10/01/2022

The start of a new year can provide the perfect opportunity to take stock of your finances and implement a budget. While it can feel like a daunting task initially, it can be very beneficial to reclaim control over your finances and feel prepared for the year ahead.

Five tips to stay safe online this year

10/01/2022

Fraudsters can use very sophisticated methods to draw people in. Even the most tech-savvy of people can be caught out by fraudsters. Here are five useful tips to help you stay safe online this year.

Boosting money skills amongst disadvantaged children

The Quilter Foundation is pleased to announce a renewed and expanded partnership with financial education charity MyBnk and will help fund its programmes for the next three years.

11/11/2021

Opportunity to act on scams

22/10/2021 | Matt Burton

Matt Burton explains why the government has a golden opportunity to tackle advert and cloned website scams in the Online Safety Bill.

Is a cash ISA still worth having?

11/10/2021

People in the UK hold billions of pounds in cash ISAs even though the average rates of return are currently below the rate of inflation.

Are you losing money in real terms?

04/10/2021

Record low interest rates and an inflation figure of 3.2%, means the nation’s cash savers are struggling to get anything like a decent return on their money meaning they will be losing money in real terms.

Celebrating £1 million donated to the Young Carers Campaign

01/10/2021

As the The Quilter Foundation’s partnership with Carers Trust comes to a close, we reflect on the impact it’s had on young carers.

Quilter commits to the Halo Code for it's recruitment and workplace practices

Quilter, the wealth manager and investment platform, is proud to have adopted the Halo Code ahead of this year’s Black History Month

30/09/2021

Quilter helps 400 students join the financial planning profession

24/09/2021

The Quilter Financial Adviser School (QFAS) is pleased to announce that 400 students have now graduated from the school and joined the financial planning profession.

Quilter meets highest stewardship standards

09/09/2021

Customers can be confident that Quilter is meeting the highest possible standards around responsible investment as we become signatories of the UK Stewardship Code.

What we can learn from the Child Trust Fund experiment

02/09/2021 | Heather Owen

A decade on from the end of the Child Trust Fund scheme, Heather Owen considers whether a new government scheme is needed to boost long-term savings among the generations of tomorrow.

Quilter publishes new report on levelling up children’s investments

25/08/2021

We’re calling for a new government-backed saving scheme to boost children’s access to long-term savings products.

Proud supporters of the Centre for Financial Capability

06/07/2021

Quilter is proud to support a new charity founded to target primary school financial education.

Quilter cyclists raise £35,000 to support over 500 young carers

28/06/2021

Over 100 Quilter cyclists took part in a weekend long bike ride challenge to raise money for The Quilter Foundation’s young carers campaign.

Celebrating our commitment to the LGBTQ + community

24/06/2021

We’re pleased to announce that Quilter CEO Paul Feeney, and COO Karin Cook have both been recognised as part of LGBT Great’s Top 100 Executive Allies 2021.

New head of inclusion and wellbeing

17/06/2021

We are delighted to welcome Tosin James-Odukoya as our new head of inclusion and wellbeing.

Old Mutual Wealth investment platform rebrands to Quilter

14/06/2021

Quilter plc is today pleased to confirm the successful rebrand of its UK investment platform business to Quilter.

Quilter Foundation bike ride challenge 2021

11/06/2021

From Friday 11 to Sunday 13 June, over 100 Quilter colleagues and advisers will take to the road for The Quilter Foundation bike ride challenge.

The Quilter Foundation helps to support over 170 young carers at Easter

19/04/2021

Colleagues raise a remarkable £3,804, donating virtual Easter eggs.

Quilter Cheviot collects two awards

19/03/2021

Quilter Cheviot Investment Directors, Claudia Quiroz and David Miller, were presented with Wealth Manager of the Year (Female) and Finance Journalist of the Year respectively at the recent City of London Wealth Management Awards.

Supporting young carers through volunteering

17/03/2021 | Sarah Waring

Sarah Waring, Client and Proposition Director for Quilter Private Client Advisers, gives us an insight into her on-going voluntary experience at the Enfield Carers Centre.

Quilter plc announces preliminary results for the year ended 31 December 2020

10/03/2021

Financial results ahead of market expectations underpinned by operational efficiency and capital strength.

New independent Non-executive Director for Quilter plc

10/03/2021

We are pleased to announce that Tazim Essani has been appointed as an independent Non-executive Director and member of the Board Remuneration Committee, with effect from 9 March 2021.

Paul Craig named Alpha Manager

03/03/2021

Paul Craig, portfolio manager of the Quilter Investors Cirilium Portfolios, has been named an Alpha Manager in the 2021 FE fundinfo ratings, one of the investment industry’s most sought-after plaudits.

Our ongoing commitment to racial inclusion

26/02/2021

Quilter CEO Paul Feeney signs the Race at Work Charter and the Open Letter – If not now, when?, emphasising our commitment to becoming an inclusive employer.

Quilter’s charity raises over £10,000 for young carers

28/01/2021

We’re delighted to have been able to support 285 young carers through our Christmas charity campaign.

Quilter COO Karin Cook named as top LGBT+ ally

19/01/2021

Karin, executive sponsor of our LGBT+ Group and a passionate ally to the LGBT+ community, has been named a top role model for diversity and inclusion.

New scam reporting tool

12/01/2021

We are pleased to announce a new tool to help people report scams where they believe that fraudsters are pretending to be from Quilter.

Awards success for Quilter International and Quilter Cheviot

10/12/2020

Quilter International and Quilter Cheviot both picked up awards at this year’s International Adviser Global Financial Services awards.

2 awards for Quilter Cheviot

07/12/2020

We are delighted to announce that our discretionary investment management business, Quilter Cheviot, has been awarded ‘Wealth Manager of the Year’ at the recent Portfolio Adviser Wealth Partnership Awards.

A big win for Quilter

19/11/2020

We are honoured to have been awarded 4 Five Star Service awards at this year’s FT Financial Adviser Service Awards, including Company of the Year 2020.

Proud to be ranked no.1 for a second year

22/10/2020

We're delighted to announce that Quilter has achieved first place for a second year running in the FTAdviser’s annual Top 100 Financial Advisers list.

Proud to be part of the Big Exchange

14/10/2020

Quilter is a proud Founder Partner of the Big Exchange, a collaborative project co-founded by The Big issue to create a fair and inclusive way for people to make their money count for more.

‘A’ rating for our responsible investment

08/10/2020

Quilter has received a highly regarded ‘A’ rating for it’s responsible investment strategy and governance in the 2020 annual assessment published by Principles for Responsible Investment, backed by the United Nations.

New ways to teach people how to be financial advisers

05/10/2020 | Julian Hince

The latest cohort of fast-track students at Quilter Financial Adviser School have studied and qualified as financial advisers - all under lockdown conditions.

Awards for our UK platform business, Old Mutual Wealth

21/09/2020

Old Mutual Wealth has recently won awards UK Employee Experience Awards.

Supporting 'My Whole Self' campaign by Mental Health First Aid England

21/09/2020 | Paul Feeney

Everyone should be able to bring their ‘whole selves’ into work and feel included, says Quilter CEO Paul Feeney.

Quilter Private Client Advisers named one of the best places to work

13/02/2020

Our national advice business was listed amongst 13 companies who were judged to have made the grade at the 2020 Professional Advice Awards.

Charles Derby Group rebrands to Quilter Financial Advisers

27/01/2020

Quilter Financial Planning added Charles Derby Group to its national advice business in February 2019. The rebrand to Quilter Financial Advisers is key to helping Quilter build the home of trusted face to face advice.

Quilter’s charity launches partnership with three employment charities

22/01/2020

The Quilter Foundation is pleased to announce it has partnered with three charities which will all be supported by its £450,000 Secure Futures Fund, opened last year. The three charities are: Safe New Futures, Street League and School of Hard Knocks

Quilter Private Client Advisers acquires national financial advice firm Prescient

13/01/2020

Quilter’s advice business, Quilter Private Client Advisers, is pleased to announce the acquisition of national financial advice firm, Prescient. The acquisition adds more than £800m of assets under advice (AuA) to Quilter Private Client Advisers.

Quilter joins The Valuable 500

12/12/2019

Quilter has signed up to ‘The Valuable 500’, a global movement which aims to make sure that businesses are talking about disability and taking action as part of their inclusion and diversity programmes.

Award for The Quilter Foundation

02/12/2019

We’re delighted that our charity, The Quilter Foundation, won the Best Corporate Social Responsibility category at this year’s Financial Services Forum Marketing Effectiveness Awards for its financial education programme.

Quilter claims the top spot

08/11/2019

Quilter’s advice business has come top in this year’s FTAdviser Top 100 Financial Advisers list.

Primary school financial education

16/10/2019

Quilter CEO Paul Feeney has joined bosses of the UK’s leading savings and investment firms writing to the Prime Minister to call for compulsory financial education in UK primary schools.

Recognition of our responsible business approach

25/09/2019

Our approach to responsible business has been recognised by global index provider FTSE Russell, who confirmed that Quilter has been included in their FTSE4Good Index Series.

Striving for inclusivity

20/09/2019

Quilter works hard to promote inclusion and diversity at work and within the financial services industry, reflecting a rich and diverse society, for the benefit of our employees, customers and stakeholders.

Quilter awarded Bronze Award from MoD

13/06/2019

Quilter is officially awarded Bronze Award from the Ministry of Defence Employer Recognition Scheme.

Quilter shows its support for the LGBT+ community

13/06/2019

Quilter is to become one of the founding members of ‘LGBT Great’ – the first organisation with an exclusive focus on the LGBT+ agenda specifically for the investment industry.

Intrinsic rebrands as Quilter Financial Planning

13/06/2019

Quilter’s advice business, Intrinsic, has been renamed to align with the Quilter brand; the next step towards all the group’s businesses adopting the new name.

Quilter completes acquisition of Lighthouse

13/06/2019

The business has further cemented its commitment to financial advice with the acquisition of the AIM listed, directly authorised advice business.

Quilter Financial Adviser School hits double landmark in supporting advice

16/04/2019

The Financial Adviser School hits its three-year anniversary since relaunch and passes the 200 mark in students who have achieved a certificate in Mortgage Advice and Practice (CeMAP) or a Diploma for Financial Advisers (DipFA).

QUILTER INVESTORS: Helen Bradshaw to spearhead new multi-asset income launch

11/12/2018

Experienced fund manager Helen Bradshaw brings her expertise to the development of our new fund range.