Easy to switch. And freeWith our unique boosters and range of funds, you could grow your money faster. Plus, with all your ISA investments in one place, they’ll be easier to track, too.
Move your money in three easy steps
Start your VitalityInvest ISA online and tell us how much you'd like to transfer
We’ll get in touch with your current provider. If you need to fill out a form, we’ll let you know
We'll confirm once your money's been transferred to us
Unique ways we can boost your ISA
Boost your ISA by up to 15% over 25 years - on top of any returns - when you invest in Vitality funds
Healthy Living Discount
Reduce the product charge by up to 100% when you have a qualifying* VitalityHealth or VitalityLife plan
Why transfer to VitalityInvest?
Our Investment Booster and Healthy Living Discount could add extra money on top of returns.
✓ Funds from leading fund providers
Choose from over 250** funds.
✓ Easy to manage
See all your ISAs together online on Memberzone.
✓ You could pay no product charge
Reduce the product charge by up to 100% when you have a qualifying VitalityHealth or VitalityLife plan*
Capital at risk
Transfer for free
Our product charge – starts from 0.6%p.a. It’s tiered so the more you invest, the less the charge rate you pay. And with the Healthy Living Discount, you could reduce the product charge. In fact, you might not have to pay one at all***.
Our fund charge - for the ongoing management of the funds you choose.
For more details please read:
VitalityInvest ISA Plan Summary
What is an ISA?
Terms and Conditions
ISA allowance for tax year 2018-19
ISA transfers don’t count as newly invested money, so you won’t be using any more of your ISA Allowance.
Get your money moving. Capital at risk.Transfer an ISA now
Lines are open:
Monday to Thursday: 9am – 7pm
Friday: 9am – 6pm
Saturday: 10am – 2pm
• VitalityHealth: Personal, Business or Corporate Healthcare plans with Vitality Plus
• VitalityLife: Plans with Vitality Plus, excluding Vitality Core and Vitality Lite
***If you invest in Vitality (or other qualifying) funds only, hold a qualifying VitalityHealth or VitalityLife plan, and earn enough Vitality points through our healthy living programme to reach Platinum status, the product charge is zero.