Industry news and views from Panacea and our partners.
Quilter
Quilter: An Introductory Webinar
The Quilter Smoothed Funds are designed to provide your clients with a simpler, steadier, and smoother way of investing. Watch where the funds might be useful for your clients, some of their key features, and also how they will be managed. Watch the webinar on demand
Quilter: Gilts Under Pressure: When Politics Meets Market Expectations
Recent UK local election results have raised questions about political stability, fiscal discipline, and the outlook for government bonds.
Quilter: Advising with empathy: why recognising and recording client vulnerability is important
Why recording client vulnerability matters: how advisers can spot change early, adapt advice and use the Quilter platform to deliver better outcomes.
Quilter: May the risks be with you
May is traditionally a month for reflection in markets, with the adage “sell in May and go away” highlighting a historical trend.
Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Quilter: A simpler, steadier, and smoother way to invest
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds in partnership with Standard Life have been designed to provide a more stable investment experience for your clients by reducing the size of the day-to-day fluctuations to their fund value.
Quilter: Helping you to invest in confidence
We have provided simulated past performance for the Quilter Smoothed Funds to help you understand how the funds may have performed in the past.
Quilter: Helping you to invest in confidence
We have provided simulated past performance for the Quilter Smoothed Funds to help you understand how the funds may have performed in the past.
Quilter: A simpler, steadier, and smoother way of investing
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds have been designed to give them a more reliable and reassuring way to invest.
Quilter: Proven and established expertise
When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.
Quilter: A more predictable and reliable income
The Quilter Smoothed Funds in partnership with Standard Life offer a range of flexible and tax-efficient withdrawal options.
Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life have been designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Quilter: A simpler, steadier, and smoother way to invest
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds in partnership with Standard Life have been designed to provide a more stable investment experience for your clients by reducing the size of the day-to-day fluctuations to their fund value.
Quilter: Lower platform costs for corporate clients
Quilter’s innovative cash savings solution, CashHub, offers corporate clients convenient access to multiple savings accounts within a single platform. In addition, savings held in the CashHub can contribute to reducing Quilter’s overall platform costs through their tiered charging structure, which lowers rates as total holdings across Quilter platform investments and CashHub savings increase.
Quilter: Protect business cash with enhanced FSCS coverage
Corporate clients can reduce risk by spreading their cash across multiple institutions, maximising FSCS protection for eligible applicants. CashHub MultiBank – a new easy access savings product on Quilter’s platform, makes this easy by automatically diversifying cash across multiple well-known banks. Helping business owners safeguard their cash while maintaining access and control.
Quilter: Simplify cash management for business owners
Managing multiple cash accounts can be a drain on time and resources. With access to a range of banks accounts through a single login, Quilter’s cash savings solution
Quilter: Speedy cash savings setup for corporate clients
Quilter’s cash savings solution, CashHub, offers a streamlined corporate application process - taking on average two days, compared to what can often take months. What’s more, is with CashHub, corporate clients only need to do this once, regardless of how many deposits they go on to make into any of the banks on the platform - helping you deliver fast, efficient solutions without delays.
Quilter: Help corporate clients maximise liquidity & returns
Business owners often hold significant cash reserves, but are they working hard enough? With the cash savings solution CashHub, available on Quilter’s platform, your corporate clients can optimise their liquidity strategy by accessing competitive interest rates across a range of savings accounts, helping them earn more without sacrificing flexibility.
Quilter: CashHub MultiBank
Offer your clients access to a competitive interest rate and enhanced protection for their cash deposits, with one easy application.
Quilter: A new, innovative solution for cash savings
With Quilter's CashHub MultiBank, your client’s money is deposited across accounts from three leading UK banking groups. So, they’ll benefit from a competitive overall interest rate, and additional FSCS protection, without the stress of shopping around and completing multiple forms.
Quilter: Latest CashHub savings rates
These are the best rates currently available in the CashHub across easy access, notice period and fixed term savings accounts.
Quilter CashHub
A new safe way to manage your cash savings alongside your Quilter platform investments. Discover the benefits of the CashHub in our short video.
Quilter: A new, innovative solution for cash savings
With Quilter's CashHub MultiBank, your client’s money is deposited across accounts from three leading UK banking groups. So, they’ll benefit from a competitive overall interest rate, and additional FSCS protection.
Quilter: CashHub MultiBank
Offer your clients access to a competitive interest rate and enhanced protection for their cash deposits, with one easy application.
Quilter: Latest CashHub savings rates
These are the best rates currently available in the CashHub across easy access, notice period and fixed term savings accounts.
Quilter CashHub
A new safe way to manage your cash savings alongside your Quilter Investments.
Quilter: CashHub - an award winning cash savings solution
Integrating the CashHub gives you a single view of your clients cash and investments, potential platform charge savings, and full visibility of holdings, maturities, and new deposits.
Quilter: You know better than anyone how valuable tax savings can be for your clients
With the latest tax rules fundamentally changing the financial landscape, your advice is now more valuable than ever. Discover support to help you maximise the opportunity to save tax for your clients.
Join Quilter Financial Planning
Looking to join a successful adviser business? Find our more about what options we have available for you
Quilter: Join an expert advice business
Quilter Financial Planning offers a wide range of support and flexible options. So, whatever your circumstances, there are ways we can help.