Quilter (QLT) Investor presentation summary

UK savings and investment market

• UK market includes 38m investors and savers: 3.4m advised investors, 12.7m non-advised investors and 21.8m savers.

• 9.2m lower-confidence investors and 4m savers willing to invest highlight an opportunity to address the advice gap.

Differentiated distribution model

• Advice and platform propositions target affluent and high-net-worth clients through two advice channels, with proprietary and third-party investment solutions.

• Model benefits include quality-assured choice, distribution control, scale and operating leverage, and incremental revenue capture.

Advice channel priorities

• Affluent channel priorities include directing more flows to the platform, managing the back book and increasing use of investment solutions.

• High-net-worth priorities include growing client-facing teams and integrating advice with investment management; IFA priorities include deepening large-firm ties and retaining smaller IFAs.

• Quilter Cheviot discretionary fund management is available to platform IFAs.