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More value for you
and your clients.

Unlocking value for you and your clients is at the core of our Shared Value approach.

Through our commitment to competitive charges, we give your client’s investments more room to grow, helping you maximise your assets under advice too. And, with our Defaqto Gold-rated service and state-of-the-art technology, we make it easy for you to do business with us.

Three ways we’re bringing even more value to you and your clients.

  • A simpler way to consolidate assets

    Our new Smart Transfer Service takes the hassle away from you when transferring between providers.

  • Cutting-edge technology developments

    Enhancements to interactive statements mean you can provide detailed and personalised client reviews.

  • Reduced annual product charges for Vitality funds

    Annual product charges of just 0.15% or less when investing in Vitality funds. Available until 31 July 2022.

Your toolkit.

Here, you can easily access everything you’ll need to talk to your clients. The most popular resources are highlighted in yellow, with further supplementary resources below. 

Fee saver calculator
Watch the event recording
Investments literature library
Investments online tools.

New to VitalityInvest?

To find out more about our proposition and arrange an appointment with one of our Business Consultants, call us on 0800 096 4368.

Where to next?

  • More about investments

    Find out more about the investment choice that rewards clients when they make positive lifestyle choices.

  • Looking for more info?

    Explore our range of literature, explaining our investments and the extra value it provides.

  • Why work with us?

    We bring together ready-made investment solutions backed by world-leading partners.