In 2020, we bring you the latest evolution of our unique investment proposition.
Our proposition has been built with you in mind and
we are continuing to evolve it in ways that help you
grow your business.
This year, not only have we introduced plans with Healthy Fee Saver and extended our investment range, we’ve further enhanced the Vitality Programme to provide even more of our members with access to Vitality rewards.
So what did we introduce at our 2020 Launch?
New Global Multi-Manager funds
In partnership with SEI Investments, five ready-made portfolios, built using over 70 unique investment strategies from the world’s leading managers.
Plans with Healthy Fee Saver
Launching a new way to invest with us that offers your clients more value from year one through lower product and fund charges, and real financial benefits through our Vitality Programme.
Three reward partners from the Vitality Programme
Through our Vitality Programme, available on all plans at no extra cost, your clients can enjoy discounts with our new partners Expedia, Virgin Atlantic and Caffè Nero.
Enhancements to the Invest Adviser Hub
New interactive statements helps you easily track investment performance and plan transactions and produce regular reports to share with your clients.