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Investments Tools

  • Product charges calculator

    Shows what product charge clients could pay with a VitalityInvest plan and how this compares with other key providers.

  • Fund Finder

    Explore our range of Vitality and other funds. Our Fund Finder also includes access to detailed fund reports with interactive charts.

There are even more tools within your Adviser Hub

Login to Adviser Hub to access more of our great tools to help your clients live a longer, healthier, more financially secure life.

Savings Modeller - See how Vitality’s unique features can enhance your client’s savings.

Carry-Forward Calculator - See how much your client can contribute into their pension this year by carrying over any unused allowance from previous years.

Retirement Modeller - See how Vitality can help your client enjoy a healthier and more financially secure retirement. Use the tool to combine traditional pension cashflow modelling with insight into your client’s potential life expectancy.

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Where to next?

We have a range of tools and literature to make it easier for you to do business with us

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or call 0800 096 4368

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

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