Skip to main content

Quilter joins major finance firms to launch UK Retail Investment Campaign

Date: 10 December 2025

2 minute read

10 December 2025

Quilter has joined eighteen other leading firms - including platforms, global banks, and wealth and investment managers - to launch the UK Retail Investment Campaign, a landmark initiative set to change how Britons think about investing their money for their long-term financial success.

The campaign, fully funded by the member firms and set to launch in April 2026, marks a moment of unity across the financial services sector, with firms working together to raise awareness of the importance of investing for people’s financial wellbeing and the positive impact it can have on the wider economy.

The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat.

Steven Levin, CEO of Quilter plc, said: 

“Changing Britain’s investment culture is critical if we are to help more people achieve long-term financial security. For too long, households have relied on cash savings that fail to keep pace with inflation, leaving wealth creation opportunities untapped. This campaign is about giving people the confidence and understanding to take that next step and invest in a way that suits their goals.

“At Quilter, we believe that clear, engaging information and a regulatory environment that supports innovation are essential to making investing feel accessible. By working together as an industry, alongside government and regulators, we can help shift perceptions of risk and empower people to make informed decisions that benefit both their future and the wider economy.”

Chris Cummings, Chief Executive of the Investment Association and Deputy Chair of the Campaign said: “By bringing together a wide range of firms from across the financial sector for a multi-year campaign, along with the support of the government and regulator, we will raise awareness that, while cash savings are important, many more people should be investing to fulfil their long-term financial plans. With only just over a third of UK adults agreeing that ‘investing is for someone like me’, many people could be missing out on the benefit that investing could bring.  Together, we hope to inspire a nation of people who are ready to take the next step and invest in their futures.”

Tim Skelton-Smith

Tim Skelton-Smith

Head of External Communications

Notes to Editors:

About Quilter plc

Quilter plc is a leading wealth management business, helping to create brighter financial futures for every generation.

Quilter plc oversees £157.4 billion in customer investments (as at 30 June 2026).

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two branded segments: Quilter and Quilter Cheviot.

Quilter encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.

Quilter Cheviot is a discretionary fund management and financial planning business.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Registered number: 6404270.  Registered in England.

PRIVACY INFORMATION
We hold your name, email address, job role and the name of your publication on our Press Distribution List and use this information to send you press releases which we believe will be of interest to you. You can stop receiving emails from us at any time by emailing us at: pressoffice@quilter.com and asking us to remove you from the Distribution List.