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Supporting advisers and your clients is in our DNA

As champions of financial advice, our dedicated site for advisers is here to help you identify opportunities to attract, grow and retain business, and deliver great service to clients. Quilter is also there to support your general wellbeing.

Supporting you and your clients throughout the situation in Ukraine

Visit our dedicated site for all the information and support you need to help your clients feel confident about their investments throughout the unsettled situation with Ukraine.

Visit the Ukraine support hub

Latest advice opportunities

Responsible investment

It’s time to change the way we invest. Find out more about our approach to responsible investment.

How to trigger a pension review

The pandemic has caused people’s circumstances, plans and aspirations to change. We identify the types of clients who need your immediate pensions consolidation advice.

Intergenerational wealth transfer opportunity

The most successful adviser businesses have an intergenerational wealth strategy for client retention and growth. Explore our tips on how to get a strategy in place and how you can add real value to your clients.

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Quilter plc 2021 Full Year Results

Quilter plc announces its 2021 Full Year Results on Wednesday 9 March.

For full details and to watch the webcast, visit our plc site.

Are your clients relying too much on cash?

Clearly it’s a challenging time for many people who are looking to plan for their future. It’s also understandable that they are feeling more cautious about ‘when’ and ‘how’ they should invest their money.

Further advice opportunities

Keeping your business running, maintaining your client relationships, focusing on your cashflow and business risk will undoubtedly be top of mind. Experts from across Quilter are committed to helping your business succeed and grow as we emerge from the pandemic into possibly a ‘new normal’.

Quilter’s strength and resilience

Supporting advisers and, in turn, your clients, is in our DNA. During the last few months, we have made a concerted effort to keep our services and support open, allowing you to continue to run your business and give your clients peace of mind.  

Now more than ever, your clients will want to be assured that companies they place their trust in are financially robust and here for the long term. Find out more about Quilter’s financial strength and resilience.

Quilter's financial strength

Explore our wellbeing support

There for your wellbeing

Looking after our wellbeing is more important than ever at the moment. So we are sharing our ‘Thrive’ wellbeing initiative with you, to bring you a range of resources, tools and information that you may find useful.

There for your wellbeing

Spill's Blue Monday Sessions

Monday 17 Jan 2022 is supposedly the point in the year where people are most likely to feel down, so Spill are offering a range of free talks on three topics.

Spill's Blue Monday Sessions

News & articles

A full listing of our related news and articles from across Quilter.

Read all news & articles

Events & webinars

Our event schedule continues, albeit virtually for now. We have plenty that you can sign up to over the coming weeks, covering pensions and investments.

View all our events & webinars

Quilter’s COVID19 pledge

Read the statement from Paul Feeney, CEO, on how we are supporting our colleagues, customers, advisers and communities both during the present challenge to tackle the coronavirus, and also in the longer term.

Read our response

Helping you and your clients stay safe from scams

With 36 million* Brits having been targeted by scammers so far this year, it’s more important than ever to be vigilant, not only in your personal life but your professional life too.

Watch our 3 min video, explaining how fraudsters might impersonate a client so you know the signs to watch out for.

*as at 14 June, Citizens Advice Bureau

How to spot a fraudster

How can we help you further?

If there are any other topics or areas that you would like to see covered on this site, or if you have general feedback on the site please do let us know.

Email us