We sent you a letter recently recommending you switch to a different investment fund – you’ll see it came with a pack that included our Switching Guide. Have a read of that guide and the information on this page. Together, these will help you make an informed decision about your investments.

Important information

If you're unsure about which fund to choose or would like advice on the most suitable option, we strongly recommend that you speak to one of our Financial Planning Managers.

Without a financial review we’re unable to make a personalised recommendation, and cannot confirm whether this is the most suitable fund for your personal circumstances or current attitude to risk. If you decide not switch funds at this time, you’ll remain invested in your existing fund(s) and this could increase the likelihood of not achieving your financial goals.

To arrange an appointment, use our online booking form or call us on our Freephone number 0800 545 3014. Lines are open between 8:30am and 7:30pm Monday to Friday and 9am to 12:30pm on Saturdays.

Which documents should I read before switching funds?

You should read and save the following important documents before switching to a different fund:

How do I switch funds?

Online

You can make changes to your investment using the Investor Portfolio Service (IPS). Please log in using your client reference number and select 'switch' from the menu. If you haven’t registered yet, you can choose 'register' on the login screen and follow the instructions. You will need your client reference number to hand. You can find your client reference number on your statement or your policy documentation.

Please note, the services listed below are currently unavailable via IPS:


  • Existing jointly held investments
  • Select Portfolio Bonds

By post

You can use the Fund Switch Form provided in our mailing pack. The Form you’ve received has been pre-populated with your existing fund information, along with details of the alternative fund highlighted in the summary section of our letter. You’ll also find a pre-paid envelope to return your instruction to IPS.

In branch with a Financial Planning Manager

To book an appointment to review your investments with one of our Financial Planning Managers, please use our online booking form or call us on our Freephone number 0800 545 3014. Lines are open between 8:30am and 7:30pm Monday to Friday and 9am to 12:30pm on Saturdays.

Please note: for accounts where you are the primary holder, any commission-included funds that you hold will be converted to commission-free funds after your switch transaction has completed. IPS will write to you with full information about this change after your switch has completed. You will not be able to undo the conversion of the money that you have switched, but will be able to cancel the conversion across your remaining portfolio should you wish to.

Frequently asked questions

Our fund performance table has a list of all the funds available through Nationwide and includes the Key Investor Information documents (KIIDs) for each fund.

The Nationwide Self-Directed Tariff of Charges or Nationwide Advised Tariff of Charges contains information about the charges that will apply if you switch to a different fund. You should also refer to the Key Investor Information Document (KIID) that relates to your chosen fund – these can be found in our fund table.

You can see how individual funds are performing with our fund performance table.

You can also log in to the Investor Porfolio Service (IPS) to manage your investment funds online and review your fund performance with up-to-date valuations.  

Find out more

If you can’t find what you need on this page or in your switching guide, call us on our Freephone number 0800 545 3014 and we’ll be happy to help. Lines are open between 8:30am and 7:30pm Monday to Friday and 9am to 12:30pm on Saturdays.