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Positively different investments

Helping you live a longer, healthier, more financially secure future. 

If you are a financial adviser, please visit our adviser website here.

A positively different way to invest

There’s no other investment company like VitalityInvest. Not only do we aim to  help you reach your financial goals, but we also help you lead a healthier life. And we reward you for doing both.

Whether you’re saving for a deposit on a home, planning your retirement or simply growing your savings, VitalityInvest is here to help you get to where you want to be.

SPEAK TO YOUR FINANCIAL ADVISER TO OPEN AN ACCOUNT

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Our investment products:

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.

Our unique benefits

  • Investment Booster

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    Boosts your ISA or Retirement Plan, on top of any returns, when you stay invested in Vitality funds for five years or more.

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  • Healthy Living Discount

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    Reduces the product charge when you have a qualifying* VitalityLife or Health plan, and take steps to be healthier.

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  • Retirement Booster

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    Boosts your retirement plan when you stay invested in Vitality funds, and take part in our healthy living programme, while managing the income you draw down in retirement.

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*By holding one of these policies, you’ll automatically be a member of our healthy living programme:
  • VitalityHealth: Personal, Business or Corporate Healthcare plans with Vitality Plus
  • VitalityLife: Policies with Vitality Plus, excluding Vitality Core and Vitality Lite
Terms and conditions apply. 

Even more rewards on top

If you have a qualifying* VitalityHealth or VitalityLife policy, we could share even more.

To help you stay healthy, we give you great partner discounts like 50% off health screenings, an Apple Watch for as little as £29 and up to 50% off gym membership (a joining fee applies) at selected Virgin Active, Nuffield Health or David Lloyd clubs.

You also get up to 40% off BA flights to Europe, including taxes and charges, up to 25% off healthy food at Ocado, a weekly handcrafted drink at Starbucks, and a reward cinema ticket at Cineworld or Vue.

The types of reward you have access to will depend on the VitalityHealth or VitalityLife plan that you have with us.

Terms and conditions apply.
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Get expert fund managers working for you

We’ve partnered with leading investment managers, Investec Asset Management and Vanguard, to offer you a range of 15 Vitality funds.

Each is designed to help you achieve your financial goals, whether that’s growing your investment, generating an income in retirement or managing the risk you take.

Plus, we offer a range of complementary funds from other top providers.
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Your allowances for tax year 2018-2019

  • ISA: £20,000
  • Junior ISA: £4,260
  • Pension contributions: usually as much as you earn, up to £40,000. A lower limit may apply for high net worth earners and people in drawdown - for details, see pension rules.
Any information given here should not be taken as advice and is not intended as a personal recommendation to invest in a particular product. To find the best investment for you, speak to a financial adviser. You should also regularly assess your existing investments, to make sure they meet your attitude to risk and investment goals at the time.
Phone icon Speak to your financial adviser to open a VitalityInvest ISA or Retirement Plan

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