As we approach any major life stage, we begin to think about what we should do to make our savings work harder. We start to consider the reality of our future circumstances.
It’s a complex financial landscape, due to shifting regulations and market conditions. But, at Nationwide, we believe one thing never changes: your need for personalised advice at a time and place that suits you.
While we embrace the benefits of emerging trends in technology, such as automated online advice services, we don’t want to lose sight of our core strength in this area, which is in face-to-face, customer-focused interactions.
From Millennials or people aged between 18 and 34 years looking to invest inheritance for their retirement, to those nearing the end of their working lives who require more in-depth, personalised advice – such as understanding the new pension freedom rules – we recognise that people at different stages of life need tailored investment advice.
As our customers have told us that they like to talk to us in person, particularly about big life events and key milestones, we have focused on combining technology with human interactions to make sure more people have access to the financial information and support they need.