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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Scottish advice firm declared failed by FSCS over SIPP advice

Scottish advice firm declared failed by FSCS over SIPP advice

PTC Financial Advice is no longer trading

Isabel Baxter
clock 21 October 2025 • 1 min read
True Potential refinances £225m as total debt sits at £1.1bn

True Potential refinances £225m as total debt sits at £1.1bn

Firm says most of its debt matures after 2030

Isabel Baxter
clock 20 October 2025 • 2 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

Isabel Baxter
clock 20 October 2025 • 6 min read