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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.

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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.

Financial Information

Latest Income
£930,723
Latest Expenditure
£881,767

Financial Efficiency

Program Ratio 90.2%
% of income going directly to charitable activities
Overall Efficiency 95.3%
% of expenditure going to programs (vs overhead)
Administrative Ratio 4.7%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £640,286
Charitable Activities £0
Other Trading £68,955
Investments £221,482
Other Income £0

Expenditure Categories

Charitable Expenditure £839,932
Raising Funds £41,835
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£930,723
£881,767£839,932£9,119,045£9,119,0450 / 234
2023
£728,313
£447,627£404,710£8,772,308£00 / 127
2022
£708,844
£1,052,782£1,007,408£7,919,370£00 / 107
2021
£521,926
£506,599£458,199£9,754,826£00 / 455
2020
£801,718
£634,466£582,108£8,945,398£00 / 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

Address
Quilter plc
Senator House
85 Queen Victoria Street
London
EC4V 4AB
Registration Date
3 November 2017
Status
Registered

Registry Information

Organisation Number
5098933
Charity Number
1175555

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Trustees

George McGrimmon Reid
Penny Cole
PHILIPPA LUCY FOSTER BACK
Sarah Marian Dryden
Stephen Charles Gazard
Also governs 1 other charity
Steven Levin
Timothy Childe

Also Known As

  • The Old Mutual Wealth Foundation

Data & trust

Register data refreshed
30 July 2026
Report a data issue