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.
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.
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.
Opt out of Ongoing Advice
You can opt out of Ongoing Advice at any time. To do this, you can:
- call us on 0800 545 3015 (Monday to Friday, 9am to 5.30pm, closed weekends and bank holidays)
- email us at AdviceOptOut@nationwide.co.uk
- visit your local branch
- contact your financial adviser
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.
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.