Home Financial Planning Aegon takes over Nationwide Monetary Planning enterprise

Aegon takes over Nationwide Monetary Planning enterprise

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Aegon takes over Nationwide Monetary Planning enterprise

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Nationwide Constructing Society will switch its Monetary Planning service to Aegon UK in a brand new prolonged strategic partnership Following a strategic evaluation by the mutual.

The switch is anticipated to be accomplished in early 2024, when the continued Monetary Planning wants of round 90,000 Nationwide clients will transfer to Aegon UK. 

Aegon UK has been the trusted funding associate for Nationwide clients since 2016, offering entry to Aegon’s merchandise suggested by Nationwide’s in-house Monetary Planning service.

After the switch Aegon will proceed to be the ISA and basic funding account supplier of alternative for all Nationwide clients.

Aegon UK’s chief govt, Mike Holliday-Williams, mentioned: “The extension of this partnership helps Aegon UK’s technique to be the main digital platform supplier within the office and retail markets, and to drive ahead our pension and funding propositions for the advantage of all of our clients, advisers and employers. 

“Our clients will take pleasure in continuity and consistency of service safe within the data that Aegon UK is dedicated to offering them with the help they require to take care of their monetary wellbeing.”  

Nationwide Constructing Society’s director of mortgages and monetary wellbeing, Rachael Sinclair, mentioned: “We can be working carefully with Aegon UK within the coming months to switch our funding planning service to them.

As a devoted pension and funding supplier, they’re effectively positioned to satisfy our clients’ ongoing Monetary Planning service wants and to offer entry to a broader vary of help. There can be a clean transition for patrons, as Aegon UK already gives their funding merchandise and platform.”

Netherlands-based Aegon presents pension, financial savings and funding to greater than 4 million UK clients and employs greater than 2,000 folks within the UK.




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