Welcome to Origen Financial Services.
The letter you have received from Nationwide Building Society explains that they are ceasing to provide advice on the L&G Portfolio Bond with effect from 1 March 2019. As a result, you will need to appoint a new regulated adviser if you wish to continue to receive advice and service on your investment.
If you have an enquiry or need advice on your Portfolio Bond before 1 March 2019, please get in touch with your existing Nationwide Financial Planning Manager, or contact their dedicated team on 0800 464 3079 between 9am and 5.30pm, Monday to Friday.
Whilst we have taken over the responsibility to provide the ongoing service to those customers who have an existing Nationwide Customer Agreement in place, you do not have such an Agreement and your information will therefore not be passed to us.
We would however be delighted to accept you as a client. You will then benefit from the governance and oversight of the L&G Portfolio Bond that was previously undertaken by Nationwide as well as benefitting from the multi-award winning service and advice we deliver to our clients.
As the investment you made was before rules on how financial advisers can be remunerated was changed, you should be aware that today, no commission is paid from investment companies and instead an ongoing service agreement or Adviser Charge is made by the adviser to you directly or is paid, with your authority, from the investment.
If you would like us to send you a pack to explain in more detail our services and charges, please call us on 0344 209 3938, or email us at PortfolioBond@origenfs.co.uk, and we will send this to you. Calls are charged at your phone company's basic rate. All calls are recorded for business purposes
A bit about Origen
Origen is one of the UK’s leading national financial advisers, with a history of providing advice for over 130 years. We have received numerous awards in recognition of our expertise in advice and outstanding customer service. These include ‘Financial Adviser of the Year’ at the MoneyAge Awards in 2016, 2017 and 2018, Retirement Advisory Firm of the Year’ at the ACQ5 Global Awards in 2014, 2015, 2016, 2017 and 2018, and Wealth and Finance’s ‘Most Outstanding Financial Adviser 2018’. Nationwide Building Society selected Origen due to our breadth of experience and we’re confident we can meet your ongoing needs.
We are wholly owned by Aegon, one of the top-10 largest insurance companies in the world and classed by top credit rating agency Standard and Poors as A+.