The only investment provider that gives you a discount for being healthy
We’re living longer. And we all want the wealth and good health to enjoy it. That's why we've combined wellness and savings. If you invest with us, and track your healthy habits, you could pay no product charge.
Your investment options
Three simple ways to invest.
Stocks and Shares ISA
Invest across a range of funds with a flexible, tax-efficient plan. You can invest up to £20,000 this tax year.
A tax-free way to invest in your child’s future. You can invest up to £9,000 in their JISA this tax year.
Retirement Plan - available through financial advisers
Our Retirement Plan is a unique personal pension. Available through financial advisers.
Why invest with Vitality?
Invest from £50 a month, or an initial payment of £1,500
✓ Funds from world-leading investment partners
✓ You could pay no product charge
Invest in Vitality funds, track your healthy habits, and you could pay no
✓ Get discounts and rewards
Get discounts on gym memberships, a weekly drink from Caffè Nero,
activity trackers and more.
A world of funds from leading investment managers
Our range includes ESG funds (environmental, sustainable, and governance funds). You can also choose from over 500 third-party funds.
Your investment allowances
This tax year you can invest:
• Up to £20,000 into a Stocks and Shares ISA
• Up to £9,000 into a Junior ISA
• Up to £40,000 into a personal pension.
You may be able to carry over your tax allowance from previous tax years though. For those who have access to money in their retirement plans, a lower allowance may apply. Speak to a financial adviser for more information.