Earn up to 15% extra – on top of any returns – over 25 yearsAs well as helping you look after your health, we help you look after your wealth, with regular extra boosts to your investments – on top of any returns – that get bigger the longer you invest.
How it works
Invest in Vitality funds continuously for five years and we'll boost your investments with extra money
Stay invested in Vitality funds and every five years we'll boost your investments again
Leave your money invested longer for even bigger boosts - up to 15% extra, on top of any returns, after 25 years
What you could get back
The size of your boost depends on how much you invest in Vitality funds and how long you save for. It starts at 2% of your investment in our Vitality funds – plus any returns – after five years and grows over time. Here’s how:
|Investment Term||Boost||Cumulative boost|
|Every 5 years after 25 years||4%||n/a|
If you invested £30,000 for 25 years at net growth of 4% p.a (including all fees and charges), our Investment Booster would add an extra £12,700 over and above any returns.
How we’re able to reward you
Please be aware that the Investment Booster doesn’t apply to the amount of a Retirement Plan that is allocated to flexi-access drawdown.
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.
Any information given here should not be taken as advice and is not intended as a personal recommendation to invest in a particular product. To find the best investment for you, speak to a financial adviser. You should also regularly assess your existing investments, to make sure they meet your attitude to risk and investment goals at the time.
Your questions answered
When will I get a boost?
Which funds do I need to invest in to be eligible for the Investment Booster?
Any Vitality fund, from the Performer or Risk Optimiser range. The bigger your investment in these funds, the bigger the boost could be.
Could I get the Investment Booster with a Junior ISA?
What are the eligible Vitality funds?
Get details of each Vitality fund