UK Platform Transformation Programme

Environmental, Social & Governance credentials Quilter's ESG strategy is set out in our Shared Prosperity Plan Theme Financial wellbeing Inclusive growth Responsible investment Responsible business conduct 2025 commitments Improve access to financial guidance and advice for customers Promote financial wellbeing for all our colleagues Empower young people to manage their money well for life Create an inclusive culture at work that embraces diversity Enable colleagues and communities to thrive in work Empower customers to be more engaged in their financial future Embed responsible investment principles across our business Exercise active stewardship of our customers' assets Reduce the environmental intensity of our activities Operate responsibly Lead KPIs Financial Adviser School graduates Colleagues in share save scheme Number of young people benefiting from financial education % of women in senior management Colleague engagement NPS score % customers digital access PRI score Voting & engagement Tonnes CO2e per colleague % colleagues code of conduct training UN SDGs 3 GOOD HEALTH AND WELL-BEING W QUALITY 4 EDUCATION GENDER EQUALITY 8 DECENT WORK AND ECONOMIC GROWTH 13 CLIMATE ACTION PARTNERSHIPS FOR THE GOALS Signatory of: MSCI SUSTAINALYTICS FTSE4Good Included in FTSE4Good Index Series ESG rating: BBB ESG risk rating: 22.1/100 PRI Principles for Responsible Investment Rated A (Strategy & Governance) CDP Environmental stewardship score: B- Quilter 40 40

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