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Quilter rolls out financial advice service for its UK staff

By Robbie Lawther, 27 May 21

Programme will focus on educating employees to ‘help them make informed decisions’

Financial services business Quilter has unveiled a financial wellbeing and advice service for all its UK employees.

The programme focuses on delivering financial education to employees “to help them make informed decisions about their financial circumstances or determine whether they should get financial advice”, the firm said.

It will be delivered by Quilter Financial Advisers and will offer staff free financial education, guidance seminars and modules as well as topical articles.

Additionally, all employees will have access to a free consultation with a qualified financial adviser.

If desired, employees and immediate family members can then receive discounted financial advice from Quilter Financial Advisers or Quilter Private Client Advisers to help them establish a financial plan and help them through life milestones such as looking to buy a property, starting a family or planning for retirement.

‘Healthy financial future’

Paul Feeney, chief executive of Quilter, said: “Financial wellbeing is about feeling secure and in control of our finances. It is about having the confidence that you can pay the bills today, deal with the unexpected, and are on track for a healthy financial future.

“We also recognise that financial wellbeing and mental health go hand in hand. If you experience positive financial wellbeing, then it is good for your mental health and good mental health helps us manage our money better.

“We often say that our people are our strongest asset, so we feel it is essential that they have the tools and resources available to them to allow them to feel assured, secure, and engaged with their money and pensions. I am really pleased to launch this exciting new service and hope that it can have a positive impact on the financial lives of our colleagues and their overall wellbeing.”

The service adds to the Thrive initiative, initially launched to Quilter employees in 2018 to enhance their personal wellbeing and mental health.

Tags: Education | Quilter

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.