Aegon on its 'seamless' Nationwide planning team integration

‘The same advice relationships but with the Aegon banner’

Isabel Baxter
clock • 3 min read

Following Aegon UK taking on Nationwide’s financial planning team to launch Aegon Financial Planning, Origen Financial Services – part of the Aegon group – chief executive Tim Orton sat down with Isabel Baxter to discuss how the transfer went

On 2 February, the transfer of 300 Nationwide Building Society staff to Aegon was completed and the new service now sits within the governance of Origen, a wholly-owned subsidiary of Aegon UK. Aegon's partnership with Nationwide goes back a number of years, Orton notes. Aegon UK has been Nationwide's investment partner since 2016, providing access to Aegon's products advised by Nationwide's in-house financial planning service. Orton says that initially, while Nationwide had its financial planning capability, Aegon was its partner for its platform business and provided the investmen...

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