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Family linking

More value for you and your family

Family Linking is a multi-family member discount which can help drive down the cost of investment.

When you and your family members invest with us, you all benefit from one tiered charging structure that is based on the value of all products held on our investment platform, and the percentage charge reduces as assets grow.

Benefits of family linking

  • Up to four generations of family members can be linked.
  • Each family member’s charge is based on the total value of all products held on our investment platform by the family members who are linked.

Please be aware, linked family members will need to be with the same financial adviser.

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Enjoy lower investment charges for you and your family

Speak to your adviser about how our Family Linking benefit can reduce the cost of investing for you and your family members when you all invest with Quilter.

A small family group example: £909 saved each year

Quinn, 67, father and grandfather

family-linking-quinn-400x400.png

Asset value: £662,800

  • Charge without Family Linking: 0.23%
  • Charge with Family Linking: 0.18%
  • Saving £283

Ursula, 69, mother and grandmother

family-linking-ursula-400x400.png

Asset value: £676,800

  • Charge without Family Linking: 0.23%
  • Charge with Family Linking: 0.18%
  • Saving £285

Isaac, 40, son-in-law and father

family-linking-isaac-400x400.png

Asset value: £100,000

  • Charge without Family Linking: 0.30%
  • Charge with Family Linking: 0.19%
  • Saving £113

Leanne, 37, daughter and mother

family-linking-leanne-400x400.png

Asset value: £58,000

  • Charge without Family Linking: 0.34%
  • Charge with Family Linking: 0.18%
  • Saving £88

Thomas, 34, son

family-linking-thomas-400x400.png

Asset value: £125,750

  • Charge without Family Linking: 0.29%
  • Charge with Family Linking: 0.19%
  • Saving £130

Ethan, 10, grandchild

family-linking-ethan-400x400.png

Asset value: £6,000

  • Charge without Family Linking: 0.35%
  • Charge with Family Linking: 0.19%
  • Saving £10

Who is eligible for family linking?

Next steps

Need more information?

Find out more about family linking by getting in touch with your financial adviser.

Read family linking guide

Ready to submit a request?

Speak to your financial adviser who can complete and submit a request form we need.

Download request form