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Manage your Ongoing Advice service

How to manage our optional Ongoing Advice service - designed to help keep your investments on track. Contact your financial adviser for help or investment advice.

Note:

Nationwide investments and financial advice service will move to Aegon by early 2024. Aegon already provides investments through Nationwide, so when the move happens, they will also look after the Ongoing Advice Service. For customers already investing with us, we will contact you about what happens next.

More information about the move to Aegon

Request investment advice

Your Nationwide financial adviser is here to support you and their advice is a benefit of your Ongoing Advice service.

Contact them to make an appointment and chat through your needs.

Contact your financial adviser

You can find their details:

  • on the cover letter or back page of your Annual Customer Report
  • on the paperwork your financial adviser gave you
  • by visiting us in branch

Change your contact details

Nationwide provides your Ongoing Advice service and Aegon are our trusted investment provider.

It’s essential that both Nationwide and Aegon have the right information for you.

Change your contact details with NationwideChange your contact details with Aegon

Opt out of Ongoing Advice

You can opt out of Ongoing Advice at any time. To do this, you can:

If you choose to opt out of Ongoing Advice, you will be moved to our Pay As You Go service. For more information, read our Tariff of Charges.

Note:

If you are on our Pay As You Go service, a charge will apply if you need advice in the future on your investments.

Opt back in to Ongoing Advice

You can opt back in at any time, you'll just need to make an appointment with one of our financial advisers. A charge will apply. You can request an appointment online.

Make a complaint

To make a complaint, see our complaints page for more information.

Review your charges

Ongoing Advice is a percentage charge taken on the first business day of each month. It is calculated based on the value of your investment.

Your charge is shown in your Tariff of Charges document, which was provided by your Nationwide financial adviser when you invested.

To find a copy of this document, check our investments terms and conditions.

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