UK Platform Transformation Programme

Gross sales/outflows (£bn) 2020: Improving net flows 5 Gross sales o/w DB transfers Gross outflows o/w QC IM departures Net flows 1 4 3 2 ī -2 -3 NI IM -4 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Note: All figures exclude QLA. -1 0.5 0 -0.5 Net flows (£bn) ➤Substantial improvement in net flows: from £0.3bn to £1.1bn Stable gross sales and integrated flows ➤ Advisers highly engaged with clients, supporting them navigate volatility and uncertain times COVID-19 accelerated industry-wide trend for switching to Passive/Blend solutions Welcomed FCA announcement on plans to reform DB transfer market - wholly consistent with existing Quilter practice Quilter 19

View entire presentation