Investments advice and planning
We partner with Aegon Financial Planning to offer investment and financial advice. If you are interested in investing, Aegon can help you make an investment plan.
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Who are Aegon?
Since 2016, we have partnered with Aegon to offer investment and financial advice. We don't offer financial advice services directly at Nationwide.
Investment experts at Aegon offer tailored financial advice. They manage the investment products and style you choose, and they can cater to various risk appetites.
For every new investment we introduce to Aegon, we receive a fee.
Aegon Financial Planning is part of Aegon UK’s advice firm and a trading name of Origen Financial Services Limited. Origen Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Origen Financial Services is one of the UK's leading financial advisers and has a 140-year history of providing financial advice.
How do you invest with Aegon?
Book an appointment
During the initial meeting, you will talk through your current situation with a Financial Planning Manager. They will answer any questions you may have and check that advice is the right option for you.
Get your recommendations
Once the Financial Planning Manager has identified your needs, they will book a second appointment to go through their investment recommendations and make sure they suit your goals.
Get application support
Application forms can be confusing and time consuming. If you are happy to proceed, Aegon Financial Planning will complete the forms with you, leaving you to simply sign the documents using an electronic system called DocuSign.
A beginner’s guide to investing
Here we will answer some common questions you might have about investing.
Previously invested with Nationwide?
If you previously had advice or took out investment products through us, you can now talk to your Financial Planning Manager at Aegon.
Log in to your Aegon account
Log in to your Aegon Customer Dashboard to manage your investments online.
Call Aegon
Monday to Friday, 9am to 5.30pm.
Closed weekends and bank holidays.
Ready to book your investment advice session?
You can request an appointment with an Aegon Financial Planning Manager either online or over the phone.
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Important:
Investing is a long-term strategy and you should be comfortable with investing for at least 6 years. If you decide to invest, remember that the value of your investments can go down as well as up and you may get back less than you originally invested.