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Five key questions to ask your MPS provider

Do your MPS providers have the right answers to the following five questions?

The FCA’s Consumer Duty directive, which came into effect in July 2023, caused advisers to appraise and realign their processes and investment partners. In the following five questions, we outline what to look out for to ensure that all of your clients are getting the best outcomes from your chosen Managed Portfolio Service (MPS).

At Quilter Cheviot, our innovative, partially-unitised, ‘Building Blocks’ approach to portfolio construction provides several benefits for advisers and clients. The structure enables greater flexibility at a lower cost, enabling our investment managers to base investment decisions on the quality, rather than the cost, of the investments.

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Key questions to ask your MPS provider

Join Quilter Cheviot’s Head of MPS, Simon Doherty, and Mike Barrett from the Lang Cat as they explore market changes, the challenges advisers face around due diligence and Consumer Duty, and key considerations for managing MPS due diligence.

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How do I access the portfolios?

Our MPS is available through an extensive range of tax-efficient wrappers including ISA, SIPPs, Offshore and Onshore Bonds so that you can help your clients make the most of their investments.

We offer two straightforward ways to access to our strategies:

Find your local Business Development Manager

Your Business Development Manager is on hand to answer any questions you may have, as well as to support you throughout your relationship with Quilter Cheviot.

London and South East

Scotland and Northern Ireland

Northern England and North Wales

Nick Lumb

Regional Development Manager

Robin Gorse

Business Development Manager

Southern England and South Wales

Dylan Jacobs

Regional Development Manager

Gareth Granger

Business Development Manager

Midlands

Greig Binnie

Regional Development Manager

Philip Hurdman

Regional Development Manager

Ruth Lynch

Regional Development Manager

The value of your investments and the income from them can fall and you may not recover what you invested.