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.
Boost your clients’ savings by an extra 2% on top of any returns, every five years
We all know saving for retirement or that deposit on a dream house is important. But the day-to-day gets in the way, and before your clients know it, they've saved too little or started too late. Our Investment Booster is a unique benefit which aims to encourage your clients to invest more of their money, earlier, and let it grow for longer.
How it works
When your client invests in eligible Vitality funds for five years, we’ll boost their investment with extra money – on top of any growth. Every five years, we’ll boost them again. This means if they invest more with us every year, after five years they’ll receive a boost each year.
To qualify for Investment Booster your clients need to:
- Open a VitalityInvest plan with Healthy Fee Saver and Boosters
- Invest in eligible Vitality funds
- Start saving towards retirement with our Retirement Plan or invest in an ISA or Junior ISA
The Investment Booster is not available on Retirement Plans with Healthy Fee Saver and Boosters that are designated to flexi-access drawdown. For these plans the Retirement Booster applies instead.
Qualifying criteria apply – refer to terms and conditions for more details.
Assumption: The growth net of all fees and charges is 4% p.a.
The value of investments – and the income from them – can go down as well as up, meaning you may get back less than you invest.
This isn’t intended as a personal recommendation to invest in a particular product. Your clients’ investments should be based upon their unique circumstances, attitude to risk and investment goals, and should be regularly assessed.