THE QUILTER FOUNDATION

Registered charity 1175555 · accounts filings on the Charity Commission register · also known as THE OLD MUTUAL WEALTH FOUNDATION

The Quilter Foundation's vision is a society where everyone, regardless of age or background, has the skills and confidence to make informed financial decisions. We achieve this by helping organisations run programmes that empower people to plan and manage their money throughout their lives, through a combination of strategic partnerships and community-based grant programmes.

Objects

THE OBJECT OF THE CIO IS FOR THE PUBLIC BENEFIT TO SUPPORT THOSE IN CHARITABLE NEED THROUGH SOCIAL OR ECONOMIC DISADVANTAGE BY THE ADVANCEMENT OF EDUCATION, THE RELIEF OF UNEMPLOYMENT, THE ADVANCEMENT OF HEALTH AND OTHER EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT SO AS TO ENABLE PEOPLE AND COMMUNITIES TO CONTRIBUTE MORE FULLY TO SOCIETY.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £9,987,011, which significantly exceed its total liabilities. Although the charity reports a net current liability position, the trustees confirm that liquid assets from investments can be withdrawn to meet obligations, ensuring no material uncertainty regarding its ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by PricewaterhouseCoopers LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — The Quilter Foundation (matched by registered charity number).

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/12/2025)

Per its annual return, largest income source: Donations and legacies (67% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 6.4% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• George McGrimmon Reid
• Penny Cole
• Sarah Marian Dryden
• Stephen Charles Gazard · trustee of 1 other charity
• Steven Levin
• Timothy Childe

Trustee list from the Charity Commission register (current, not historical).

Operates in: Guernsey · Isle Of Man · Jersey · Scotland · Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE FOUNDATION FOUNDATION.

• THE FOUNDATION FOUNDATION income £177k
• KIDS MATTER income £892k
• THE WINDFALL FOUNDATION income £143k
• THINK CHARITABLE FOUNDATION income £50k
• THE WORSHIPFUL COMPANY OF CUTLERS GENERAL CHARITABLE FUND income £175k
• THE BADUR FOUNDATION income £2.6m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.