Who are Aegon Financial Planning?

Aegon Financial Planning is part of Aegon UK’s advice firm and a trading name of Origen Financial Services Limited. Origen Financial Services Limited (opens in a new window) is authorised and regulated by the Financial Conduct Authority.

Origen Financial Services (opens in a new window) is one of the UK's leading financial advisers and has a 140-year history of providing financial advice.

We’ve worked together with Aegon since 2016 to offer investment solutions to our customers. With Aegon’s choice of products and investment options, we’re confident they can provide you with the flexibility you need as you move through life.

For every new Nationwide introduced investment to Aegon Financial Planning, Nationwide will receive a fee.

You can find out more about Aegon Financial Planning at their website.

Existing investment customers

For customers that previously had advice and/or took out investment products through Nationwide, you can now talk to your Financial Planning Manager at Aegon Financial Planning.

Call 0800 3287 812 to book an appointment.

You can still access your Aegon Customer Dashboard to manage your investments.

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.


If you are new to investing

Investing is about putting money aside for your future by buying into something that you believe will increase in value over time. It’s generally used for long-term savings when your goal is at least 6 years away.

Investing your money for a longer amount of time will give it the best chance to grow and gives your savings time to recover from any falls in stock markets.

Investing can give you greater returns over the long term, although this isn’t guaranteed. Many of us choose to invest to aim for a better standard of living and afford to buy the things we want.

To start investing you need to speak to one of the Aegon Financial Planning Managers, who will be able to help you make a plan for your investment choices.


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