24 September 2026
Quilter plc
(the "Company")
Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")
The Company announces the following transactions by Directors and PDMRs in the Company's ordinary shares of 8 1/6 pence each ("Shares") in connection with the Company's interim dividend for the year ended 31 December 2026 ("2026 Interim Dividend").
Reinvestment of 2026 Interim Dividend paid on Shares held under the Quilter Share Incentive Plan
|
Director/PDMR |
No. of Shares |
Consideration |
|
Penny Cole |
19 |
£1.8586 |
|
Stephen Gazard |
19 |
£1.8586 |
|
Steven Levin |
19 |
£1.8586 |
|
Mark Satchel |
19 |
£1.8586 |
Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional awards and options over Shares (details provided in individual disclosures below)
|
Director/PDMR |
No. of Shares |
Consideration |
|
Margaret Ammon |
7,719 |
Nil |
|
Marcus Brookes |
11,485 |
Nil |
|
Penny Cole |
8,930 |
Nil |
|
Stephen Gazard |
13,579 |
Nil |
|
John Goddard |
5,997 |
Nil |
|
Jo Harris |
11,685 |
Nil |
|
Steven Levin |
42,080 |
Nil |
|
Mark Satchel |
31,907 |
Nil |
|
Hanlie van Staden |
9,856 |
Nil |
Reinvestment of 2026 Interim Dividend paid on Shares
|
Director/PDMR |
No. of Shares |
Consideration |
|
Marcus Brookes |
5,593 |
1.861817 |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Margaret Ammon |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Risk Officer - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Recruitment Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: Nil ii) Consideration price: Nil iii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) Outside a trading venue ii) Outside a trading venue iii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Marcus Brookes |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Investment Officer & Managing Director, Quilter Investors - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). vii) Reinvestment of 2026 Interim Dividend paid on Shares. |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: Nil ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil vii) Consideration price: £1.861817 |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 vii) 2026-09-22 |
||||
|
f) |
Place of the transaction |
i) Outside a trading venue ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue vii) London Stock Exchange, Main Market (XLON) |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Penny Cole |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief People Officer - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Reinvestment of 2026 Interim Dividend paid on Shares held under the Quilter Share Incentive Plan. ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: £1.8586 ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil vii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 vii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) London Stock Exchange, Main Market (XLON) ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue vii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Stephen Gazard |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Distribution Officer - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Reinvestment of 2026 Interim Dividend paid on Shares held under the Quilter Share Incentive Plan. ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: £1.8586 ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil vii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 vii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) London Stock Exchange, Main Market (XLON) ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue vii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
John Goddard |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Executive Officer at Quilter Cheviot - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: Nil ii) Consideration price: Nil iii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) Outside a trading venue ii) Outside a trading venue iii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Jo Harris |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Customer & Operations Officer - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Recruitment Award). ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: Nil ii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) Outside a trading venue ii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Steven Levin |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Executive Officer - Director and PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Reinvestment of 2026 Interim Dividend paid on Shares held under the Quilter Share Incentive Plan. ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: £1.8586 ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil vii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 vii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) London Stock Exchange, Main Market (XLON) ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue vii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Mark Satchel |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Financial Officer - Director and PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Reinvestment of 2026 Interim Dividend paid on Shares held under the Quilter Share Incentive Plan. ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d) |
Aggregated information - Aggregated volume - Price |
i) Consideration price: £1.8586 ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil vii) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 vii) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) London Stock Exchange, Main Market (XLON) ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue vii) Outside a trading venue |
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
|
||||
|
a) |
Name |
Hanlie van Staden |
||||
|
2 |
Reason for the notification |
|
||||
|
a) |
Position/status |
Chief Strategy & Transformation Officer - PDMR |
||||
|
b) |
Initial notification/Amendment |
Initial notification |
||||
|
3 |
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor |
|
||||
|
a) |
Name |
Quilter plc |
||||
|
b) |
LEI |
54930092XIVK28RZGM95 |
||||
|
4 |
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted |
|
||||
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares with a nominal value of 8 1/6 pence each ("Shares") GB00BNHSJN34 |
||||
|
b) |
Nature of the transaction |
i) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2023 Deferred Bonus Award). ii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2024 Long Term Incentive Award). iii) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2024 Deferred Bonus Award). iv) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2025 Long Term Incentive Award). v) Conditional entitlement to 2026 Interim Dividend equivalent in respect of conditional award over Shares under the Quilter Share Reward Plan (2025 Deferred Bonus Award). vi) Conditional entitlement to 2026 Interim Dividend equivalent in respect of award of nil-cost options over Shares under the Quilter Performance Share Plan (2026 Long Term Incentive Award). |
||||
|
c) |
Price(s) and volume(s) |
|
||||
|
d)
|
Aggregated information - Aggregated volume - Price
|
i) Consideration price: Nil ii) Consideration price: Nil iii) Consideration price: Nil iv) Consideration price: Nil v) Consideration price: Nil vi) Consideration price: Nil |
||||
|
e) |
Date of the transaction |
i) 2026-09-21 ii) 2026-09-21 iii) 2026-09-21 iv) 2026-09-21 v) 2026-09-21 vi) 2026-09-21 |
||||
|
f) |
Place of the transaction |
i) Outside a trading venue ii) Outside a trading venue iii) Outside a trading venue iv) Outside a trading venue v) Outside a trading venue vi) Outside a trading venue |
Enquiries:
Clare Barrett
Company Secretary
+ 44 (0)207 002 7072