The Quilter Foundation
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.
Activities & Mission
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.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Country
Region
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £930,723 | £881,767 | £839,932 | £9,119,045 | £9,119,045 | 0 / 234 |
| 2023 | £728,313 | £447,627 | £404,710 | £8,772,308 | £0 | 0 / 127 |
| 2022 | £708,844 | £1,052,782 | £1,007,408 | £7,919,370 | £0 | 0 / 107 |
| 2021 | £521,926 | £506,599 | £458,199 | £9,754,826 | £0 | 0 / 455 |
| 2020 | £801,718 | £634,466 | £582,108 | £8,945,398 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Quilter Foundation
What does The Quilter Foundation do?
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.
How much income did The Quilter Foundation report in 2024?
The Quilter Foundation reported total income of £931k and reported expenditure of £882k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.
When was The Quilter Foundation registered as a charity?
The Quilter Foundation was registered with the Charity Commission for England and Wales on 3 November 2017 as charity number 1175555. It has been registered for 9 years.
Who runs The Quilter Foundation?
The Quilter Foundation is governed by a board of 7 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Quilter Foundation operate?
The Quilter Foundation operates across 5 areas, including Guernsey, Isle Of Man, Jersey and 2 others. The full list is shown on its profile.
Is The Quilter Foundation a registered charity?
Yes — The Quilter Foundation is a registered charity in England and Wales, charity number 1175555.
Details
Senator House
85 Queen Victoria Street
London
EC4V 4AB
Registry Information
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Also governs 1 other charity
Also Known As
- The Old Mutual Wealth Foundation
Data & trust
- Register data refreshed
- 30 July 2026
- Methodology
- How metrics are calculated