Delivering improved value to your clients

As well as giving you more flexibility to deliver valuable advice to clients, the new option provides additional choice for many advisers taking the opportunity to review their fee structures in light of Consumer Duty and tailor charges based on different client segments.

You can now construct your own tiered charging models with up to 11 tiers on Quilter’s platform, which can then be applied to one or more clients.

• Find out more about Tiered adviser charging
• Read our step-by-step 'How do I?' guide.

Over recent months our Treasury team has been working hard to actively manage cash holdings, which means continually negotiating the best interest rates with our banking partners. We are committed to paying a competitive interest rate to customers who typically hold marginal amounts of cash, and having successfully improved the way in which our treasury team negotiates a competitive cash interest rate, we will now retain an element of the cash interest rate we negotiate, which will be clearly explained on our website here Interest rates on cash.

Retaining an element of interest on cash, when combined with the efficiencies gained through the wider adoption of online services, means we have been able to make the meaningful reduction in the price of investing on the platform that’s explained above. And we will continue to pay a competitive rate of interest at that time.