Portfolio Bonds

Important changes to our Ongoing Advice

We’re constantly reviewing the products and service available to you.
Following a recent review Nationwide have taken the decisions to no longer offer a bond product for new investors and also to stop providing advice on the suitability of Investment Bonds.

From the 31 December 2018 we will no longer have a Bond product available for new investors and will, therefore, stop offering advice on them. As a result, we won't be able to meet investors' advice needs after that date.

Yes - you'll continue to receive quarterly statements for your Bond.

Yes. You’ll be able to see them for advice on any stocks and shares ISAs and OEIC/Unit Trusts that you’ve arranged through Nationwide. You just won’t be able to see them about your Portfolio Bond.

Of course. If you’d like to do this, simply contact your Nationwide Financial Adviser for more information. After that date, you can top up your Bond directly with Legal & General. Or if you’d like advice, you can get in touch with Origen Financial Services Limited or visit www.unbiased.co.uk where you’ll be able to explore a range of independent financial advisers.

Origen Financial Services Limited is an award-winning financial advice company with a national presence. They provide impartial advice, backed by a national financial services organisation, in Aegon UK PLC. This is the company we’ve chosen to take over from us for those investors who currently have a Customer Agreement with Nationwide, and you can find out more about them at www.origenfs.co.uk.

If you’re an existing estate planning member, you can continue to receive advice from your Nationwide Financial Adviser up to 1 March 2019. After that date, you can either contact Origen Financial Services Limited or visit www.unbiased.co.uk where you’ll be able to explore a range of independent financial advisers.

Your obligations will not change as a result of the transfer, meaning you may want to find an alternative advice provider after 1 March 2019. If you’d like to remind yourself about your responsibilities as a Trustee, you’ll find more information in our Guide for trustees.

If you have a complaint about the original advice you received or anything that happened before 1 March 2019, then please contact us on 0800 30 20 15 or online at nationwide.co.uk/complaints. Or if you prefer, you can visit your local Nationwide branch.

Nationwide will keep data (including personal data) relating to your Bond advice for 5 years from the date of transfer. If you have other investments with us, then we will keep your data (including personal data) for 5 years from when you stop being a Nationwide customer.

This is a free website that provides localised advice, allowing you to connect with a range of independent financial services advisers.