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.
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
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
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.
A world of funds from leading investment managers
VitalityInvest is authorised and regulated by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority (FCA)
We've partnered with leading investment managers, Investec Asset Management and Vanguard
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
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.