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| Overall Assessment |
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Limited
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Quilter PLC provides a limited approach to climate lobbying governance: it states that “Climate lobbying: We may not support the election of non-executive directors with sustainability responsibilities with relationships to industry associations that oppose efforts to transition to a low carbon economy” and that it “will typically support well-structured and relevant shareholder resolutions calling for further transparency on lobbying and industry group alignment reviews.” However, the company does not disclose any internal mechanisms, oversight structures, or formal processes for reviewing or approving its lobbying activities, nor does it name any individual or committee responsible for this oversight. We found no evidence of a policy for monitoring direct engagement with policymakers or for managing its memberships of trade associations in line with climate goals, and it has explicitly stated that it does not have a public commitment to align its engagement activities with the goals of the Paris Agreement.
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| Overall Assessment |
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Limited
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Quilter PLC provides only limited insight into its climate-related lobbying. It acknowledges involvement in policy discussions, citing its contribution to the Financial Conduct Authority’s consultation on the Sustainability Disclosure Requirements and reference to other frameworks such as TCFD, but it does not go on to list further specific pieces of climate legislation or regulation it has tried to influence. The company explains that it “seek[s] to influence government policy which could impact our customers, with particular focus on consumer rights and protection,” and notes work through trade associations including the Investment Association, PIMFA, and UKSIF, yet it stops short of spelling out the concrete methods—such as meetings, letters, or positions taken—used in these forums and names the FCA as the only clear policymaking target. Likewise, Quilter outlines only broad objectives, saying it is “supportive of the FCA’s overall aims in relation to this development of standards” and that it wants to align its activities with the Paris Agreement, without detailing the specific legislative changes or measurable outcomes it seeks. As a result, the disclosures reveal that the company participates in indirect lobbying and occasional regulatory consultations but leave most of the critical information—precise policies, mechanisms, and desired outcomes—unstated.
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