Quilter announces deals with six partner groups

Quilter announces deals with six partner groups

Quilter Financial Advisers has announced new and renewed relationships with six affinity groups and partners.

The renewed partnerships include the Royal College of Nursing, the Public and Commercial Services Union, BA Clubs, Prospect and FosterTalk.

In addition to these, Quilter has added the Rees Foundation, a charity which offers help and advice to people who have experienced the care system, to its affinity partnership list.

Amanda Cassidy, managing director of Quilter Financial Advisers, said: “We’re proud to announce the renewal of so many of our affinity relationships and add new ones to our growing roster.

"This news highlights the quality of service and financial planning support that Quilter Financial Advisers provides at scale to members in our affinity partners.”

Quilter said the various contracts made it the provider of financial advice to more than 800,000 members in the six different unions and associations.

It said the partnership meant members of the organisations were entitled to a complimentary, no obligation consultation with a Quilter Financial Advisers financial planner.

Quilter said it would also provide financial education events to members to help them make financial decisions in relation to various stages of their life such as buying a house, saving for retirement and getting financial protection.

Cassidy added: “Our advisers have specialist knowledge of the various industries these members are a part of and can help them navigate their unique financial circumstances. Similarly, we are also very pleased to be able to offer our help to two charities, which support people in the care and foster system. 

“Ensuring everyone has the knowledge and tools to manage their finances is crucial and we are delighted to help provide our expertise. We look forward to building on these relationships for years to come.”

Quilter inherited many of these affinity partnerships when it bought Lighthouse in 2019.


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