Origen provides financial advice to private clients, small to medium-sized businesses and employees of large organisations. A recent deal will see customers of Clydesdale and Yorkshire Banks’ business and private banking divisions referred to Origen for financial advice. This move is part of Origen’s post-RDR strategy to expand through long-term partnerships with large, trusted organisations, according to interim chief executive Rob Waller.
Origen has a restricted corporate advice proposition, Origen Workplace Solutions, which uses the Aegon platform, as well as a whole-of-market arm, Origen Corporate Solutions. Its retirement business, Origen Retirement Solutions, offers both restricted and whole-of-market advice.
Origen previously ran a SIPP and SSAS business but has since sold its 400 SIPPs to Suffolk Life and its 360 SSASs to Barnett Waddingham. The sale was driven by the “increasingly complex needs of clients” with Origen wanting to focus on providing advice.