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Our progress

Our strategy and value creation is guided by cultural values of being pioneering, dependable and stronger together, and a belief in shared, inclusive and responsible prosperity.
Notwithstanding short-term uncertainties, Quilter remains well positioned in an industry with secular long-term growth prospects.
Paul Feeney Chief Executive Officer Quilter plc

Strategic highlights

Platform Transformation Programme successfully completed

2019 acquisitions integrated and advice business repositioned to deliver a more seamless one-Quilter proposition

Strategic review of Quilter International in progress

Optimisation initiatives on track to deliver c.£50 million cost savings by end-2021

Our strategy

Quilter has transformed the shape of the business to become the modern, UK-focused wealth manager it is today. Guided by our outlook of the industry, our strategy is focused on achieving good customer outcomes and growing our business proposition, delivering these from an efficient operating base and managed within a prudent risk framework.

Read more on our strategy and KPI's

Platform Transformation Programme

"With the completion of PTP, Quilter will improve cohesion between business areas and focus on bringing advice-led, wealth solutions to clients through the most appropriate channel."

Steven Levin, Chief Executive Officer, Quilter Investment Platform and Quilter Investors

More on our PTP project
We made progress in 2020 against the ten commitments of the Shared Prosperity Plan and we reached an important milestone towards our goal of creating an inclusive and diverse workplace.
Jane Goodland Group Corporate Affairs Director

Responsible business highlights

Reached 35% female representation in senior management target

Created new and innovative ways to support advisers and their clients, giving access to wide array of mental health, wellbeing and practical resources

The Quilter Foundation and Quilter colleagues supported 1,521 young carers in local communities

Responsible business

We are here to help the generations of today and tomorrow to prosper, and so it is imperative that we consider how our activities affect long-term investment value for our customers, colleagues, shareholders and other stakeholders. This is what we call ‘Shared Prosperity’.

More on our Responsible Business plans

Financial highlights

£168m adjusted profit before tax

8.5p adjusted diluted EPS

4.6p recommended total dividend per share

Financial review

"I am pleased with the Group’s financial response to 2020’s challenging environment, focusing on cost management and our strong balance sheet."

Mark Satchel, Chief Financial Officer

Read our financial review