Advice Investments Wealth management

By building and promoting an inclusive culture, we can ensure our products and services reflect the customers we serve, whilst helping colleagues and communities to thrive in work.

Key stats

  • 50% of UK consumers could be ‘vulnerable’ according to FCA
  • 66% UK workers struggling financially report mental health issues
  • Youth unemployment rate three times higher than UK average


Inclusive growth commitments



Improve access to financial advice, saving and investing.

Key Metric

Number of Restricted Financial Planners (RFPs).                                            


Whether an RFP in the Quilter Financial Planning network or an Independent Financial Adviser using Quilter Investment Platform to service clients, advisers can rely on us to help them manage and grow their business, and ultimately help their clients prosper.

For RFPs in the Quilter Financial Planning network, we offer stability through strong financial backing and the security of a comprehensive compliance regime to enable them to run their business safely and profitably. We are committed to the ongoing professional development of our RFPs; this is good for advisers and good for their clients. Our academies and masterclasses help advisers develop their knowledge and skills of specific markets.



Create an inclusive workplace that enables people to thrive.

Key Metric

Gender diversity in senior management.                                                       


We achieved our target of increasing female representation in senior management to 35% by the end of 2020 – a public pledge we made as a signatory to the HM Treasury’s Women in Finance Charter. We have set a new target of 38-43% female representation in the SLC by end 2023.

We are committed to increasing BAME representation at all levels across Quilter and have set a target to increase BAME representation in senior management from 2% in 2020 to 5% by end of 2023. We aim to achieve our diversity targets through enhanced policies, talent development, recruitment, and succession planning.



Help our communities to thrive through employment and wellbeing.

Key Metric

Number of people benefiting from The Quilter Foundation employment and wellbeing support.


The Quilter Foundation is Quilter’s registered charity and the cornerstone of our community engagement work. Through grant-making and the generous support of colleagues, advisers and customers, The Quilter Foundation has donated £2.2 million to charity partners since launching in 2018, enabling them to provide financial literacy, employment and wellbeing support to 23,000 young people in our local communities.

In 2020, The Quilter Foundation donated £243,000 to trusted partners - National Emergencies Trust and Disasters Emergency Committee – to provide urgent COVID-19 relief and support to vulnerable communities across the UK and internationally.

Responsible business report

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