Quilter Plc · LSE:QLT
Quilter — JPM SA Opportunities Virtual Conference 2020
6 slides from Quilter's conference presentation, 2020
Slide 1: JPM SA Opportunities Virtual Conference
JPM SA Opportunities Virtual Conference Steven Levin – CEO, Quilter Investment Platform
Slide 2: Disclaimer
Disclaimer This presentation should be read in conjunction with the announcements published by Quilter plc on 11 August and 21 October 2020. This presentation may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to
Slide 3: Quilter Investment Platform
Quilter Investment Platform ➢ Second largest adviser-focused platform Over 4,000 active, independent adviser firms on Platform in the UK ➢ Assets under Administration: £57.7bn Larger account firms ~1,650 PTP migration ➢ Relationships with c.8,000 advisers 1&2 c.80% AuM ➢ Multi-award winning proposit
Slide 4: Quilter Investment Platform: the heart of the growth opportunity
Quilter Investment Platform: the heart of the growth opportunity Products: Supporting growth across the generations Functionality: Market-leading, attractive to broader adviser base ➢ Junior ISA New ➢ Arrange withdrawals and income online New ➢ Pension Enhanced ➢ Flexi ISA capability New ➢ ISA Enhan
Slide 5: Platform Transformation Programme
Platform Transformation Programme Mar – Dec 2019 2020 Early 2021 Jul – Nov 2017 2018 Functional testing & Phased migrations Soft launch migration planning Build Design Final system code Migration Migration Migration Final Testing delivery rehearsals 1 2 migration First and second migrations successf
Slide 6: Early thoughts on PTP Migration 2
Early thoughts on PTP Migration 2 ➢ Migration completed as planned over last Day 1 cumulative activity weekend in November 14,000 ➢ c.80% of Quilter Investment Platform’s AuA and Client log ins Adviser log ins 2,000+ advisers now using the new technology 12,000 ➢ New system opened for business Monda
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