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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.

Vitality Programme

When your client invests with us, they get automatic access to our Vitality Programme at no extra cost. It’s designed to help your clients take steps towards a healthier future and rewards them with real financial benefits. By holding one of our VitalityInvest plans, they’ll qualify for the Vitality Select version of the Vitality Programme.
When your client does things like going for a health check, tracking their activity or completing a few minutes of mindfulness activity, they can earn Vitality points. The more points they earn, the higher their Vitality status and the more they save on product charges. For full details on how your client can earn points click here.
Your client's Vitality status is a measure of how much they've done to look after their health. There are four statuses: Bronze, Silver, Gold and Platinum. We work out your client's Vitality status using the points they earned. For details on the points structure, please see Journey to Platinum.

Where to next?

  • Healthy Fee Saver with Boosters

    Find out how your clients can give their investments a boost over the longer term when they invest in Vitality funds.

  •      Healthy Living Discount     

    By making healthy lifestyle choices, your clients can save more on product charges through our Healthy Living Discount.

  •   How Vitality rewards work  

    We encourage your clients to lead a healthier life and reward them for doing so. 

  •         Partners and rewards        

    When your clients invest with us, they get automatic access to our Vitality Programme at no extra cost.

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