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Vitality

VitalityInvest

Our investment plans.

Find the right plan for your client.

VitalityInvest is here to help your clients achieve their investment goals, no matter what they're saving for. Take a look at our investment plans and find the right one for your client.

The value of investments - and the income from them - can go down as well as up, meaning your client may get back less than they invest. Tax allowances depend on personal circumstances and may change in the future.

Three ways for your clients to invest with us.

  • ISA

    If your clients are looking to invest for the medium to long-term, help them fund their ambitions tax efficiently with our VitalityInvest Stocks and Shares ISA.

  • Junior ISA

    Choosing a VitalityInvest Junior ISA is an ideal way for your clients to invest on behalf of their children and give them a financial head start.

  • Retirement Plan

    Discover our personal pension plans that allow your clients to save towards their retirement and access their savings flexibly when they retire.

A more rewarding way to invest

With our Healthy Fee Saver your clients receive real financial benefits with us right away: 
  • Vitality Programme - Automatic access to the Select version of our Vitality Programme at no extra cost. It’s designed to help clients take steps towards a healthier future and rewards them from day one with savings on health checks, hotels and more
  • Healthy Living Discount - Product charges start low and get lower the more your clients look after their health. They can pay the lowest product charge in the market – zero – when they take steps to be healthy, reach Platinum status and stay invested in Vitality funds
  • Lower fund charges on all Vitality funds - with the fund charge for our risk profiled multi-asset funds starting at 0.25% p.a.
Contact your Business Consultant
or call 0800 096 4368

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Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed

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