Skip to Content
Vitality

Frequently asked questions

This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.

Funds

The eligible funds for each benefit are listed in the Investment Booster ScheduleRetirement Booster Schedule, Charges Schedule for plans with Healthy Fee Saver and Charges Schedule for plans with Healthy Fee Saver and Boosters.

The Healthy Living Discount is available on both Vitality funds and third-party funds, meaning all your clients can enjoy this benefit, irrespective of how they invest. This lets you build model portfolios using your preferred funds and still offer even better value to your clients.

The Investment Booster and Retirement Booster only applies to plans with Healthy Fee Saver and Boosters. Series F Vitality funds are not available through plans with Healthy Fee Saver and Boosters and so these funds are not eligible for the Investment Booster or Retirement Booster. Please note that the Cash Account is not an eligible fund for the Investment Booster or Retirement Booster. 
Our VitalityInvest Literature Library contains fund fact sheets and supplementary information documents, including many other items about our fund range. You can also explore our Vitality and third-party funds.
You can find details of our proposition on all the industry related websites you would expect, including Defaqto, Synaptics, Selectapension, O&M and Dynamic Planner.
We have selected three of the world’s leading investment managers as our strategic partners for the Vitality fund range - Vanguard, SEI Investments and Ninety One.
Series F Vitality funds are only available on plans with Healthy Fee Saver. Series B Vitality funds are only available on plans with Healthy Fee Saver and Boosters. The investment strategy and objectives of the Series B and Series F funds are the same but the fund charges that applies differ. Lower fund charges apply to the Series F Vitality funds as these funds are not eligible for the Investment Booster or Retirement Booster.

Where to next?

  • Blended Funds

    Five multi-asset funds that bring together actively managed and index-tracking strategies.

  • Global Multi-Manager Funds

    Five multi-manager funds offered in partnership with SEI Investments (SEI), one of the world's largest manager-of-managers.

  • Performer Funds

    A range of ten actively managed funds managed by Ninety One.

  • Risk Optimiser Funds

    A range of five low-cost, multi-asset risk-targeted funds, each carefully managed to optimise long-term returns, while remaining within their respective target risk profile.

Computer icon Contact your Business Consultant
or call 0800 096 4368

Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed

Log in to
Adviser Hub

Making it easier to do business with us online.

Get in touch Login

“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited.

1. Dynamic Planner June, 2021.
2. 
Vanguard, 30 June 2021.