Getting started

Investing through Nationwide

Investing through Nationwide

At Nationwide our goal is to make sure you get the right information so that you can make an informed decision.

You can invest through us if you're a member of Nationwide. You're a member when you have a current account, mortgage or savings account with us.

We offer restricted advice on a limited range of carefully selected products and funds.

Our third-party suppliers are:

Product and Platform
Provided through Cofunds Limited, which runs the Investor Portfolio Service (IPS) or investment platform. This technology links your account with the services needed to manage your investments in one place.

Primary Fund Range
Provided through Legal & General Investment Management. A Legal & General fund manager is responsible for creating a fund and the day-to-day management of it within the company’s investment strategy.

Nationwide sells funds, products and the platform as a package; these may be available separately outside Nationwide through other providers.

As part of the online investment service you will have access to information, guidance and support about investments which is designed to help you with your decision making, including:

The expertise of a team of investment specialists who:

  • review the range of funds we have on panel in order to bring you investment funds to meet your needs
  • regularly review investment fund performance to ensure they perform in line with our expectations

Oversight of the Investment Committee who:

  • meet to review and act on any recommendations made by our investment team
  • make recommendations to contact you if they think that the funds will not perform as we would expect

As part of the online fund range we offer:

  • Unit Trusts
  • Stocks & Shares ISAs

As part of the Financial Planning service we also offer the above & investment bonds.