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Quilter partners with Plain Numbers to strengthen vulnerable customer communications

Date: 10 July 2026

2 minute read

10 July 2026

Quilter, the adviser platform, has today announced a one-year partnership with Plain Numbers, a communications specialist focused on helping organisations make numbers easier for customers to understand.

The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications. It focuses on presenting numbers clearly and putting them in an understandable context, using insights from behavioural science to better support those with low numeracy and dyscalculia.

Independent testing of the Plain Numbers Method has shown it can significantly improve customer understanding of numerical information, in some cases doubling comprehension rates.

The partnership will equip Quilter colleagues with the training and certifications required to apply the Plain Numbers Method to its customer communications and to achieve the Plain Numbers Mark. This supports Quilter’s ongoing commitment to Consumer Duty and helps ensure customers, particularly those in vulnerable circumstances, can better understand the information they are given and make informed decisions about their finances.

The partnership builds on Quilter’s existing programme of support for vulnerable customers, including adviser and customer tools, enhanced digital support and a ‘tell us once’ service that allows customers to share their circumstances once and receive consistent support across the business.

Jo Harris, chief customer officer at Quilter, says:

“Understanding our customers and communicating with them clearly has always been fundamental to delivering good outcomes. Vulnerability can affect anyone at different points in their life, and when customers need support, the way we communicate can make a meaningful difference.

“By working with Plain Numbers, we’re equipping our colleagues with practical tools to make financial information clearer, more accessible and easier to act on. As the Consumer Duty continues to raise standards across the industry, we remain committed to finding new ways to improve customer experiences and help them achieve better outcomes.”

Mike Ellicock, chief executive and founder of Plain Numbers, said:

"By helping people to better understand numbers and their financial choices, organisations can empower customers to make more informed decisions and achieve better outcomes. What stands out about this partnership is the clear focus on vulnerable customers from the outset. Too often that's an afterthought, and Quilter is putting it front and centre."  

Megan Southwell

External Communications Manager

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.

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