Our investment charges
With us, you could pay less to investWhether it’s an ISA, a Junior ISA or a Retirement Plan, you’ll want to pay as little as possible in charges. So you’ll be pleased to know that when you look after yourself with our healthy living programme, our Healthy Living Discount means you could pay no product charge at all.
What are the charges?
Fund charge - for the ongoing management of the funds.
Adviser charge – this is what we pass on to your financial adviser for providing you with advice relating to your plan. The amount is agreed between you and your adviser and not set by us.
How investing with us could cost you less
It’s simple: the more you do, the less you pay.
Take part in our healthy living programme and do things like staying active and tracking it, having a health check or buying healthy food, to earn Vitality points. The healthier your efforts, the more points you earn, which contribute to your Vitality status - Bronze, Silver, Gold and ultimately, Platinum. The higher your Vitality status, the more you save on product charges when you invest in Vitality funds. Achieve Platinum status, and you could pay £0.