Quilter's OMW simplifies prices ahead of re-platforming migration

the lang cat heatmap

Sophie King
clock • 2 min read

Quilter platform Old Mutual Wealth has simplified its pricing structure to help clients save what it said would be “substantial” amounts each year.

OMW has said its pricing structure will reduce from five charging tiers to four. While the first tier remains the same (see image below) at 0.50% for the first £25,000, the fourth tier charge starts at 0.15% for £750,000, rather than £1m. The pricing changes will be introduced from April 2020.  The platform also said it will launch family linking, which will allow investors from the same family to link their OMW assets together. Spousal linking is the common factor so far, but it said the new feature would allow multiple generational links, including grandparents, parents, brothers, sist...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Platforms

Platforms vie to attract retail investors ahead of SpaceX IPO

Platforms vie to attract retail investors ahead of SpaceX IPO

Could be 'first foray into investing' for many

Michael Nelson
clock 08 June 2026 • 4 min read
UK adviser platform market reaches £862bn in AUA

UK adviser platform market reaches £862bn in AUA

Currently 32 platforms from 27 providers operating in the UK adviser market

Sophia Panayi
clock 03 June 2026 • 1 min read
EQ Investors launches on Timeline platform

EQ Investors launches on Timeline platform

Financial planners to have direct access to sustainable portfolios

Sophia Panayi
clock 21 May 2026 • 1 min read