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VitalityInvest

Launch 2020.

The latest evolution of VitalityInvest

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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.

Watch our VitalityInvest Live 30-minute broadcast

Neville Koopowitz, Vitality CEO, talks about how our evolved proposition shares even more value with you and your clients. We hear from Kevin Barr, SEI’s Chief Investment Officer, about our new partnership and Global Multi-Manager funds. Our special guest, Amber Rudd, former Secretary of State for Work and Pensions, also discusses how she believes Brexit is likely to affect the UK economy and financial markets.

Five ways we help you grow your business

It’s not just your clients who benefit from our plans. Our plans are rewarding for you too.

Find out how VitalityInvest can boost your business.
Find out more

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