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Investment plans with 15% extra over 25 years

Get rewarded for healthy lifestyle and financial habits. Capital at risk and T&Cs apply.

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What is VitalityInvest?

VitalityInvest offers a unique way to help you grow your money tax-free, by investing in stocks and shares.

Whatever you're saving for, we reward you for investing in our Vitality funds, with extra boosts to your money - on top of any returns. Maintain good lifestyle habits and you could pay no product charge, too.

To start boosting your wealth - and your health - invest from £50 a month, or a lump sum of £1,500.

Investec and vanguard

Find out how much your ISA could be worth

Explore our ISA
 
Explore our Junior ISA

Why is VitalityInvest unique?

Investing has never been this rewarding

  • 1. You could earn extra money - on top of returns

    Our unique Investment Booster rewards loyalty by adding extra money to your savings every 5 years when you invest in Vitality funds

  • 2. You could pay no product charge

    Maintain healthy lifestyle habits and you could save up to 100% on the product charge with our Healthy Living Discount

  • 3. Access to discounts from leading brands

    Open a VitalityInvest plan, and you'll automatically be part of our Vitality Core healthy living programme which includes a range of discounts from well-known brands including Champneys and Garmin

Choose your investment plan

Three simple and tax-efficient ways to save

  • Stocks and Shares ISA

    Invest across a range of funds with a flexible, tax-efficient plan. Plus, you could grow your money even more with our Investment Booster and Healthy Living Discount

  • Junior ISA

    A Stocks and Shares ISA to build up a tax-free savings pot for your child. You could grow their money even more with our Investment Booster and Healthy Living Discount

  • Retirement Plan - available only through advisers

    Get tax relief on your contributions, enjoy flexibility in how you take your money at retirement and get access to our Retirement Booster, Investment Booster and Healthy Living Discount 

New to investing? Find a plan that's right for you 

Please remember, 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. This information is based on our understanding of existing tax legislation which may change in the future.

How much you can invest this tax year

  • 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.
HM Revenue and Customs (HMRC) tax rules and the eligibility to invest in an ISA, Junior ISA or personal pension depend on your personal circumstances. All tax rules may change in future.

A world of funds from leading investment managers

To make the most of our unique benefits, invest in one or more of 15 Vitality funds. Each is designed to help you achieve your financial goals at a level of risk that is right for you. We also offer a range of complementary funds from other well-known providers. Our leading investment managers, Investec Asset Management and Vanguard, together currently manage over £4 trillion in assets1, meaning your money is in experienced hands.
Explore our fund range

  • Regulated

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    VitalityInvest is authorised and regulated by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority (FCA)

  • Backed

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    We've partnered with leading investment managers, Investec Asset Management and Vanguard

  • Protected

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    You may be eligible for protection from the Financial Services Compensation Scheme (FSCS), up to 100% of the value of your plan*

Our partners

Open any VitalityInvest plan and automatically get access to the following partners
  • Garmin
  • Polar
  • ww logo
  • Logo
  • Logo
  • Logo
  • Headspace
  • Bluecrest logo
  • Nike with Vitality logo
  • Nuffield
  • parkrun
  • Runners Need logo
  • Withings logo
Learn more

The latest from our Vitality magazine

Stocks and Shares ISA

Get your tax-efficient investment under way. Capital at risk.

Open an ISA Find out more
Junior ISA

Kick-start your child’s savings with a tax-free investment. Capital at risk.

Open a Junior ISA Find out more
Speak to your financial adviser to open a VitalityInvest Retirement Plan

Find out more Find an adviser
1 Investec assets under management at 30 September 2018: £109.2 billion
Vanguard assets under management at 31 January 2019: £3.9 trillion

* 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.