Better Health for All

Quilter demonstrates strong healthcare data responsibility, collecting health and medical information for life and protection policies

. It maintains a robust data protection framework, including a Group Data Protection Officer , a Privacy Forum , dedicated Data Guardians , mandatory annual training for all colleagues on data privacy and IT security , and a "tell us once" service for client needs . The company also has comprehensive mental health programs for its colleagues, featuring an employee assistance program with up to 10 confidential counselling sessions , 14 mental health first aiders (in 2019) , wellbeing webinars , and awareness campaigns like 'This is Me' storytelling . Quilter signed the Time to Change Pledge in July 2018 . Furthermore, its services for vulnerable clients aim to prevent mental wellbeing issues such as stress and anxiety , and the Quilter Foundation works to improve mental health and wellbeing, providing relief funding for natural disasters . The company's core financial services have no significant direct health impact, and it does not engage in public health education, healthcare workforce support, or preventative health measures for the public.

Fair Money & Economic Opportunity

Quilter PLC does not offer consumer credit or debt products, resulting in a neutral score for pricing fairness, exploitative fee exposure, fair lending compliance, and debt burden ratio.

The company oversees £141.2 billion in customer investments as of December 31, 2025. Quilter provides support materials for customers with low financial literacy and collaborates with charities like MyBnk and the Prince’s Trust to host financial and digital skills programs for disadvantaged young adults. These initiatives, such as the ‘Money Works’ sessions covering budgeting and avoiding scams, have funded financial education for thousands of young people across the South and aim to reach more than 100 young adults across employability and Money Works events from February to November 2024. However, the company does not report on the measured outcomes of these programs or their reach as a percentage of its total customer base.

Fair Pay & Worker Respect

As of 2024, Quilter plc's median hourly pay for women was 30% lower than men's, meaning women earned 70% of men's pay.

The median hourly pay for ethnic minorities was 15% lower than white colleagues' pay, meaning ethnic minorities earned 85% of white colleagues' pay. Quilter is an accredited Living Wage employer, ensuring all employees and suppliers providing on-site services are paid no less than the real Living Wage. Additionally, 3,037 colleagues are shareholders through the Share Incentive Plan. The colleague engagement score was 7.2 out of 10 (72%) in 2019.

Honest & Fair Business

Quilter had at least one financial restatement in 2021 for prior year figures, specifically a netted restatement of capital contributions and retained losses.

The company's board composition includes at least half Independent Non-executive Directors, excluding the Chair, who are determined to be free from material conflicts of interest. Quilter maintains an Anti Bribery and Corruption Policy. All employees are required to complete annual training on the Code of Conduct, which encompasses anti-bribery and corruption. For whistleblowing, an independent 24/7 hotline and secure web portal are available for confidential, anonymous, or in-name reports, which are treated seriously and investigated fully.

Kind to Animals

Quilter, a wealth management company, implements ethical investment policies regarding animal welfare. Its funds operate negative screens to avoid investing in companies involved in animal testing.

The Quilter Ethical Equity Fund excludes all companies involved in animal testing, for both medical and non-medical purposes. Other funds, such as the Climate Asset Funds, avoid investing in cosmetics and toiletries manufacturers/retailers due to routine non-medical animal testing. They may invest in pharmaceutical firms where animal testing is legally required for medical safety. For these cases, Quilter assesses investee companies' governance and policies regarding the 3R principles (reduce, refine, replace). All invested companies are monitored monthly by a third-party specialist, Ethical & Environmental Screening Services Ltd., to ensure they meet ethical criteria. Quilter's funds also exclude investment in companies directly involved in factory farming. , breeding/rearing animals for food, operating abattoirs, or transporting animals to slaughter, and regard all commercial fish farming as intensive.

No War, No Weapons

Quilter, a wealth management company, has 0% of its own revenue derived from arms or defense contracts.

Its investment policies include a clear corporate ban on investing in companies that manufacture or sell weapons or weapon systems in any capacity, or provide military services/components if it constitutes a material revenue source. The company has a firm-wide restriction on direct and indirect investment in cluster munitions and anti-personnel landmines, which are codified ethical red lines. This policy applies to all investment solutions and has led to enforced divestment from companies with controversial weapons exposure or business in conflict-affected areas like Iraq. As a wealth management firm, several KPIs related to direct military activities, dual-use technology, exports, lobbying, AI military safeguards, and peace technology investment are not applicable to its core operations.

Safe & Smart Tech

Quilter Invest Limited retains personal information for a minimum of 5 years to comply with legal, regulatory, accounting, audit, reporting, and internal policy requirements.

Its personal database is kept encrypted, and there are no documented incidents of unauthorized data use. Users can manage or withdraw consent for analytics and app usage tracking via the app, and have rights to access, rectify, and, in some circumstances, erase their personal data, as well as object to its use. Quilter has implemented a threat-led security testing approach that simulates real-world cyber attacks and continuously evolves controls to prevent and detect incidents. Quilter is subject to and complies with UK conduct, prudential, and privacy regulations, including those enforced by the FCA, PRA, ICO, UK GDPR, and Data Protection Act 2018, and is developing an implementation plan for upcoming changes to the UK Corporate Governance Code.