Quilter Plc · LSE:QLT
Quilter — ESG Presentation (April 2021)
20 slides from Quilter's sustainability presentation, April 2021
Slide 1: Our approach to ESG topics and operating responsibly
Quilter Basic rBand Guidelines Our b rand a ssets 1 Our approach to ESG topics and operating responsibly Spring 2021
Slide 2: Quilter: a leading, UK-centric full-service wealth manager
Quilter: a leading, UK-centric full-service wealth manager Key Performance Indicators 2020 2019 ∆ ✓ Leading UK wealth manager with AuMA and flows: £100bn+ of customer assets NCCF £bn 1.6 0.3 +433% ✓ Advice-led investment solutions for Integrated net flows £bn 2.3 2.6 (12%) customers in the UK and se
Slide 3: Quilter's advice-led business model
Quilter’s advice-led business model An open, transparent, full-service model serving customers across the wealth spectrum Our purpose: To help create prosperity for the generations of today and tomorrow Our values: Pioneering, Dependable, Stronger Together Customer High Net Worth Affluent Mass Afflu
Slide 4: Operate in an industry whose growth drivers will generate significant opportunity
Operate in an industry whose growth drivers will generate significant opportunity ➢ Fifth largest wealth management market in the world¹ UK long-term savings market forecast² AuMA £trn ➢ A large and growing industry with continued secular growth drivers 2020-24 growth expected to below 2014-19 avera
Slide 5: Fiscal changes driving complexity, changing client behaviour and need for advice
Fiscal changes driving complexity, changing client behaviour and need for advice With the second-largest adviser force in the UK, we strongly believe in the value of trusted face-to-face advice Annual pension allowance ISA annual allowance £’000 Allowance £’000 tapered for over Junior ISA CAGR 255 £
Slide 6: Business models adapted to changing regulation and evolving value chain
Business models adapted to changing regulation and evolving value chain Typical older / Pre-RDR Insurance Modern Wealth Manager models Customers • Product driven sales, ‘pushed’ • Customer driven solutions through incentive driven distribution channels • Commission models driving • Adviser focus ong
Slide 7: Our responsible business strategy reflects material ESG issues
Our responsible business strategy reflects material ESG issues ➢ Our approach to responsible business focuses on the ESG issues which are most important to our Customer outcomes & Business stakeholders and which affect our ability to create product conduct long-term financial and non-financial value
Slide 8: Our Shared Prosperity Plan
Our Shared Prosperity Plan Responsible business for a sustainable future ➢ We are committed to operating responsibly, for the long- term benefit of all our stakeholders Investors ➢ Our approach has been shaped by the ESG issues which matter most to our stakeholders and is set out in our Customers Co
Slide 9: Shared Prosperity Plan
Shared Prosperity Plan Social Social Environment Governance By enabling people to enhance their By building and promoting an inclusive By investing responsibly we can take financial knowledge and confidence we culture we can ensure our products and account of environmental, social and can help custo
Slide 10: Measuring performance
Measuring performance Commitments Lead KPIs 2020 2019 Financial wellbeing • Create secure financial futures for customers through quality • Customer asset retention • 92% • 88% products and services • Promote financial wellbeing for all our colleagues • Percentage of colleagues feeling confident abo
Slide 11: External benchmarks
External benchmarks Included in Index Series since 2018 Living Wage accredited employer ESG rating: BBB HM Treasury Women in Finance Charter ESG risk rating: 21.9/100 (low risk) • Armed Forces Covenant signatory since 2018 • Defence Employer Recognition Scheme: Environmental stewardship score: C Sil
Slide 12: Responsible investment
Responsible investment ➢ Quilter has committed to embed responsible investment principles across all areas of the business from financial advice, to investment and wealth management and investment platforms ➢ In 2019 a pan-Quilter ESG working group was established to drive our responsible investment
Slide 13: The Quilter Foundation
The Quilter Foundation The focal point of Quilter’s community investment activity ➢ Registered charity whose mission is to help young 7,811 young people people thrive and prosper support in 2020 ➢ Aim to positively change lives by improving £2.2m donated to charity financial literacy, employability,
Slide 14: Quilter Foundation partnerships
Quilter Foundation partnerships Financial education Young carers campaign COVID-19 relief Helping young people improve financial One in five secondary school children As the scale of the impact of the global wellbeing plays a vital part in their may be caring, unpaid, for a loved one pandemic became
Slide 15: Governance and Management of ESG
Governance and Management of ESG Quilter is committed to being a responsible business and has Board Corporate Governance and Nominations Committee activity 2020 appropriate governance arrangements in place to manage this commitment. Responsible business ➢ The Board oversees Quilter’s approach to ‘Re
Slide 16: ESG in action
ESG in action Maintaining support to all stakeholders in wake of COVID-19 pandemic Colleagues Products: Clients and Supporting Advisers growth across the generations ➢ 98%+ of colleagues in UK and internationally working ➢ Accelerated delivery of IT and remote telephony remotely at lock-down peak so
Slide 17: Quilter plc Governance and our Board of Directors
Quilter plc Governance and our Board of Directors ➢ In undertaking its duties in 2020, the Board continued to be Board skills mindful of the need to appropriately balance the interest and 0 1 2 3 4 5 expectations Quilter’s key stakeholders Accounting and finance Stakeholders Material considerations
Slide 18: Contacts
Contacts Investor enquiries John-Paul Crutchley UK john-paul.crutchley@quilter.com Keilah Codd UK keilah.codd@quilter.com Corporate affairs enquiries Jane Goodland UK jane.goodland@quilter.com 18
Slide 19: Disclaimer
Disclaimer This presentation should be read in conjunction with the announcements published by Quilter plc on 10 March 2021 and the Responsible Business report contained within the Annual Report published on 25 March 2021. This presentation may contain certain forward-looking statements with respect
Slide 20: Quilter Basic r B and Guidelines Our b rand a
Quilter Basic rBand Guidelines Our b rand a ssets 1