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Our purpose is to help create prosperity for the generations of today and tomorrow.

  • For customers, we do this by providing financial advice, investment products and wealth management solutions that can meet their changing needs.
  • For other stakeholders including colleagues, business partners and wider communities, we aim to help them thrive and prosper through long-term positive relationships.
  • For shareholders we strive to deliver sustainable returns over the long term by being a responsible business.

We call this Shared Prosperity.

Our Shared Prosperity Plan

Our Shared Prosperity Plan is how we bring our approach to Responsible Business to life. It sets out our intent to deliver positive impacts for customers, colleagues, and communities across three key themes, which resonate with our stakeholders and align to our purpose and the UN Sustainable Development Goals.

For each theme, we’ve set ourselves commitments that we will focus on until 2025. These are underpinned by our culture, values and commitment to responsible business conduct.

Our responsible business themes:

Financial capability

Enabling people to enhance their financial knowledge, confidence and resilience.



Our 2025 commitments:

Improve access to financial advice and guidance

Promote financial wellbeing for all our colleagues

Empower young people to manage their money well for life

Secure financial futures

Supporting people into sustained employment, helping people thrive in work and promoting long-term savings.


Our 2025 commitments:

Empower customers to be more engaged in their financial future

Enable colleagues to fulfil their potential and thrive in work

Help communities to thrive and prosper

Responsible investment

Promoting a more inclusive investment industry, reducing our environmental intensity and embedding responsible investment principles across our business.


Our 2025 commitments:

Embed responsible investment principles across our business

Create an inclusive culture at work that embraces diversity

Reduce the environmental intensity of our activities

Find out more about what we're doing

Our charity: The Quilter Foundation

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The Foundation supports the many thousands of young people in our communities who face a multitude of challenges. Its mission is to help young people overcome barriers to prosperity. By providing funding and skills to charitable organisations, our aim is to empower young people to fulfill their potential, thrive and prosper.

Governance and management

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Having launched the Shared Prosperity Plan in 2018 we’re now working to embed this across our business. To support this we’ve introduced appropriate governance and management structures to ensure that there’s adequate oversight and control in place.

Responsible Business Report

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Our Shared Prosperity Plan is how we will grow our business responsibly, aiming to create long-term value for all our stakeholders, including customers, colleagues, communities and shareholders. Find out more in our Responsible Business Report 2019.

Can't find what you're looking for?

Email the responsible business team with any addtional questions and we will get back to you.