Quilter
Quilter’s financial planning platform provides advisers with tools to deliver client-focused strategies with clarity and confidence both today and into the future.
As tax rules evolve, including IHT changes to pensions from 6 April 2027 and reduced allowances, your clients may benefit from agile, tax-aware solutions. Our platform can assist by:
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Simplifying complex planning
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Reducing administrative complexity
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Supporting more effective investment outcomes
Your clients will have access to a variety of wrappers, including investment bonds and trusts such as the Lifestyle Trust, which allows for more flexible planning. Our integrated approach supports seamless transitions between wrappers, helping clients and their families preserve wealth and plan across generations, while enabling advisers to create resilient financial strategies and build lasting client trust.
Read our free guide to find out more.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
| CashHub |
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
| ETCs |
Efficient movement between wrappers
Never before has access to a range of wrappers, including investment bonds and trusts, been so important. To help improve your client’s ongoing tax efficiency, some ‘rewrapping’ may be required, taking money from one wrapper and reinvesting it in another.
As our wrappers are fully integrated on our platform, you can be confident of an efficient process for you and your clients.
- Proceeds can be transferred to the new wrapper without being paid out to the client for reinvestment.
- Reduces the risk of the client not reinvesting, and reduces time out of the market.
- No additional wrapper charges so you don’t need to worry about charge suitability (of course there may be tax implications to consider if you withdraw money from some wrappers).
Specialist support for bonds and trusts
Our extensive range of trusts offers different levels of flexibility, access, and IHT efficiency to meet your clients’ needs. Our trusts can be applied at new business stage or after a bond has been set up (except for the Loan Trust), giving you flexibility to offer valuable tax planning at any stage in the advice cycle.
We recognise bonds and trust planning can be complex, which is why we offer additional support in this area. This includes our technical team and helpline, our regional tax and trust specialists, and our dedicated trust and bond servicing hub. This ensures you and your clients are fully supported throughout the life of the policy.
Discover why thousands of advisers trust our bond: A bond that stacks up
We also offer a professional trustee service for Quilter’s trust range – ZEDRA. A professional trustee helps remove barriers and ensures the trust is managed with confidence and care.
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| £0-£50k | 0.35% | ||
| £50k-£250k | 0.25% | ||
| £250k-£750k | 0.20% | ||
| £750k+ | 0.15% | ||
| Exchange-traded dealing in MPS | £1 per asset trade | ||
| Exchange-traded dealing out of MPS <£10k | £3.50 per asset trade | ||
| Exchange-traded dealing out of MPS £10k+ | 0.035% with max £15 per asset trade |
More information
CashHub
The CashHub offers a quick and easy way to manage cash savings alongside Quilter investments, while providing competitive rates of return.
Find out more
Key platform benefits
Check out our quickfire videos to see how our platform’s features save advisers time and money, while showcasing the value of your advice.
Find out more
Our people
Our consultants and specialists can help you identify advice opportunities and support you in the advice you give.
Meet the team
How can we help?
We’re committed to supporting and empowering advisers to provide the very best financial solutions and advice.
Help and supportIt’s easy to transfer business to us
Our modern technology and processes makes it easy for you to transfer business to us. As a direct result, Quilter has been accredited with a Gold Standard award for 2025 from the STAR industry group for both pension and ISA/CIA transfers.
Steps we take to keep you informed:
- Online transfer tracker – access transparent, up-to-date status information.
- Proactive chasing – both automated and manual chasing at regular intervals.
- Dedicated transfer hub phoneline.
Bulk transfers:
We also offer a bespoke service for bulk transfers, having successfully transferred an impressive £2.1bn in 2024. This service is meticulously prepared to ensure it meets your needs, with a personal Support Manager and mailbox to track and chase transfers until all assets are received.
Get in touch
To find out more, get in touch with your usual Quilter consultant, or if you are new to Quilter and don’t yet have a consultant, please visit our website.