Aegon UK has extended its partnership with Nationwide Building Society which will see its advisers join Aegon’s online offering Investor Portfolio Service.
The transfer is expected to be completed in early 2024, at which point the ongoing financial planning needs of about 90,000 customers will be transferred to Aegon UK. Nationwide told Professional Adviser that 350 colleagues work on or directly support Aegon's investment business. The majority (215) are financial planning managers but also provide development and support roles. Aegon's Investor Portfolio Service offers advice over the phone or via video to clients who invest a minimum of £20,000, or £400 per month. Aegon UK chief executive Mike Holliday-Williams said: "The extension...
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