Three ways to invest
Simple and tax-efficient ways to save
Stocks and Shares ISA with Healthy Fee Saver
Invest across a range of funds with a flexible, tax-efficient plan.
Retirement Plan - available only through advisers
Get tax relief on contributions and access your money flexibly at retirement.
A world of funds from leading investment managers
We also have a comprehensive selection of third-party funds from over 50 other leading investment managers.
Why is VitalityInvest unique?
Investing has never been so rewarding
We're the only provider to bring together wellness and savings
Opening a plan with us gives you access to our Vitality Programme, which is designed to help you live healthier.
Discounts on leading brands
As part of the Vitality Programme, get discounts on coffee, flights, hotels, spa stays, running shoes and much more.
You could pay no product charge
With the Healthy Living Discount, when you take steps to be healthy, you could pay no product charge.
How much you can invest this tax year - don't miss out tax year ends 5 April
- ISA: £20,000
- Junior ISA: £4,368
- Pension contributions: currently up to £40,000. Although some investors may be able to carry forward tax allowance from previous tax years. A lower limit may apply for high earners and people in draw down. Consult a financial adviser for more information.
VitalityInvest is authorised and regulated by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority (FCA)
In partnership with
Leading investment managers Vanguard, SEI Investments, and Investec Asset Management
You may be eligible for protection from the Financial Services Compensation Scheme (FSCS), up to 100% of the value of your plan*
The latest from our Vitality magazine
SEI Investments assets under management at January 2020: £272 billion
Investec Asset Management assets under management at 30 June 2019: £118.9 billion
* See Terms and Conditions for more information
Any information given here should not be taken as advice and is not intended as a personal recommendation to invest in a particular plan. You should also regularly assess your existing investments, to make sure they meet your attitude to risk and investment goals at the time.
“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited. The VitalityInvest Risk Optimiser funds are not sponsored, endorsed, sold, or promoted by The Vanguard Group, Inc. or Vanguard Asset Management, Limited and they make no representation regarding the advisability of investing in the funds.