Quilter Advisers

Welcome to our dedicated page for Quilter advisers

Market leading products, market leading team

We are the UK’s leading provider of international investment linked life assurance and capital redemption products and tax-efficient trust solutions, and we offer you and your clients stability against a backdrop of industry mergers and acquisitions. Our long-term approach means we can look after your clients’ evolving needs at every level of our business.

Here to help

Our account management team is on hand to guide you through our products, or help answer any general questions you have.

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Access to our technical specialists

You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.

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Our flexible international accounts

Find out how our Premiere Accounts are a flexible, tax-efficient way to build up savings. 

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Open architecture range

Access our widest range of funds.

You can access our open architecture range through a selection of our Isle of Man and Dublin based investment linked life assurance and capital redemption products. This range gives you access to an almost unlimited selection of investment options, ranging from cash deposits to collective investment schemes and platform assets and allows you to build a portfolio that truly meets your client's individual circumstances and attitude to risk and reward.

Your investment options
Our open architecture range lets you choose from any cash deposit, fund, investment trust, exchange-traded fund and platform asset, that meets UK HMRC regulations, EU Solvency II requirements, and is acceptable to us.

What are the benefits?

  • Access to an almost unlimited range of investment opportunities in multiple jurisdictions
  • Option to appoint a discretionary investment manager
  • Link your chosen investment solution to a platform

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Discretionary fund managers

Access the expertise of an investment manager.

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Premiere and Premiere Europe Accounts

Our Premiere and Premiere Europe Accounts are a flexible, tax-efficient way to build up savings. There is the option to choose to make a regular minimum payment of £500 a month, or single payments of £7,500. There’s no limit to the amount that can be invested and your clients can make extra payments as and when they like. This account could be ideal for anyone who’s already used up their ISA or pension allowance or who wants to invest in a tax-efficient way.

We’re delighted to be working with Quilter and to be able to offer you special terms on our Premiere and Premiere Europe Accounts as set out below. You have a choice of 3 pricing options:

Option 1 Initial price, No AMC

Admin fee £180.60 or £210.70

Min Inv

Rate %

£100k

1.05

£250k

0.85

£500k

0.75

£750k

0.65

£1million

0.55

£3million

0.5

For SPS service +0.05% to the figures above

+ Important: All other terms and charges for our products remain unchanged. Please refer to the CLI and CLIA charges and fees document

Option 2  (IOM only)  5 years AMC

Admin fee of £180.60 or £210.70

Min Inv

Rate %

£100k

0.248

£250k

0.2

3500k

0.176

£750k

0.152

£1million

0.128

£3million

0.12

Option 3  AMC  with admin fee of

£210.70pq

Min Inv

Rate %

£100k

0.2

£250k

0.17

£500k

0.15

£750k

0.13

£1million

0.11

£3million

0.1

Unparalleled technical support

We offer technical help and guidance from industry-recognised experts, who are also available to give presentations at events, seminars and webinars. We produce client case studies, sales aids, videos, tech-casts, podcasts, and calculators. And we also provide training virtually or face-to-face.

ican academy

Get technical support, guidance and CPD content with ican academy.

Ican academy

Technical Eye

Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.

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Important information

For all the latest industry news, views and press commentary.

Latest news

Adviser support

Find help and support for your client's products.

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Technical support

Support material for product/service queries and information.

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Contact us

Paul Schrijver, Head of Bond Sales

0790 0705206

Send an email