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Quilter Invest launches new SIPP with discounted charges to boost retirement saving

Date: 15 June 2026

2 minute read

15 June 2026

Quilter Invest, the investments and savings app from FTSE-250 wealth manager, Quilter, has launched a new self‑invested personal pension (SIPP) designed to make retirement saving simpler and more accessible.

The new SIPP is aimed at people under 50 and is particularly suited to those earlier in their working lives, new to pension saving, or looking to consolidate multiple pension pots.

To mark the launch, new and existing Quilter Invest customers who open a SIPP on or before 30 September 2026 will pay no account charge and benefit from a discounted annual platform fee of 0.15%. Customers opening a SIPP will also receive the same discounted pricing across all their other Quilter Invest accounts, including Flexible Stocks and Shares ISAs, Junior ISAs and general investment accounts.

Investments within the SIPP are made through Quilter Invest’s MyGoal fund range. The default fund is MyGoal Moderate, which is designed and overseen by Quilter’s investment specialists and has an established track record of diversified, professionally managed investing. Customers can alternatively choose a different MyGoal fund to match their attitude to risk, investment time horizon and personal goals. Pension contributions may also benefit from automatic basic‑rate tax relief.

In line with the FCA’s focus on improving outcomes for customers making pension transfer decisions, the new SIPP is designed to make pension transfers and consolidation simpler. Customers can transfer in existing defined contribution pensions, while a built‑in transfer tracker allows them to follow progress in real time, including what stage the transfer has reached, any outstanding requirements and an expected completion date.

Customers can also easily nominate pension beneficiaries through the app, including individuals or charities.

Kane Harrison, CEO of Quilter Invest, said:

“Building your pension savings is one of the most important steps you can take for your long‑term financial wellbeing, yet it’s often pushed down the priority list, especially when retirement feels a long way off.

“Our new pension is designed to help people take that step, whether they’re just starting out, working for themselves, or feel they’ve fallen behind after not always having access to a workplace pension. That’s a reality for many self‑employed people and those who have had more varied careers, where saving into a pension hasn’t always been straightforward.

“The decisions you make today can shape the life you’re able to enjoy later, from greater financial security to more freedom and choice in retirement. By keeping things simple, affordable and easy to manage, we want to make pension saving feel more accessible and help more people build the kind of retirement they deserve.”

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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