Not only do we reward you for healthy habits, we can help you reach your financial goals, by boosting your investments with extra money - on top of any returns. Because, what’s wealth without health?
Three investment plans to choose from
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
Three unique ways we could add extra money to your investments
Invest in our Vitality funds and boost your investment by up to 15% over 25 years – on top of any returns. Terms and conditions apply.
Boost your Retirement Plan by up to 50% of what you draw down each year. Terms and conditions apply.
Our partnership with Investec and Vanguard – with over £4 trillion in assets under management1 – means your money is in experienced hands.
2. You could pay no product charge
Invest in our Vitality funds, maintain positive lifestyle habits and you could save up to 100% on the product charge*, with our Healthy Living Discount.
3. You could earn extra money – on top of any returns
Our unique Investment Booster and Retirement Booster reward loyalty by adding extra money to your savings every five years.
A world of funds from leading investment managers
We’ve partnered with leading investment managers, Investec Asset Management and Vanguard, to offer you a range of 15 Vitality funds. Each is designed to help you achieve your financial goals, whether that’s growing your investment, generating an income in retirement or managing the risk you take. Plus, we offer a range of complementary funds from other well-known providers.
How much can I invest each tax year?
- ISA: £20,000
- Junior ISA: £4,260
- Pension contributions: usually as much as you earn, up to £40,000. A lower limit may apply for high earners and people in draw down.
|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.|