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5 ways we help you grow your business

It’s not just your clients who benefit from our plans. Our shared value model rewards you, too.
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1. Encouraging greater client persistency

By integrating our healthy living programme and rewards into all our plans, we increase client engagement, encouraging them to maintain their relationship with you for longer.

2. Maximising client lifetime value

Through our Boosters and Discounts we help your clients' investments grow more, maximising the value of your assets under advice at the same time. This increases the value of your business.

3. Showing more value to your clients, no matter your investment approach

By extending the Healthy Living Discount to our third-party fund range, you can now offer your preferred financial solutions for your clients, while still accessing Vitality’s great value.

4. Helping to broaden your client base

Our unique proposition appeals across generations, allowing you to reach out to a wider audience and to more effectively retain business from inter-generational planning and wealth transfer. More engaged clients are more likely to recommend you too.

5. Offering access to the latest technology

To help you make the most of VitalityInvest, we’ve invested in a state-of-the-art digital hub, created from the ground up without the constraints of legacy systems. It means you spend less time on client admin and more time on your business.

A positively different approach to investments.

By bringing together savings and wellness, we incentivise people to make positive lifestyle choices.

For your client, it gives them the best chance of meeting their long-term savings objectives – with better long-term health to enjoy it. You increase client loyalty and value. Your clients are more likely to recommend you, too.

For us, the longer your clients invest, the more we can share what we earn back with them. And society also benefits from a healthier, more financially secure population.

We call this offering shared value, where everyone wins.
This information is not a personal recommendation for any particular investment. You should regularly assess the suitability of your clients' investments to make sure they continue to meet their attitude to risk and investment goals.
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