A more rewarding way to saveWe’re living longer. And we all want the wealth – and good health – to enjoy it.
As the only investment provider to bring together wellness and savings, we can help you reach your financial goals faster, as well as helping you live a longer life with the wealth to enjoy it.
Experts in shared value
When you look after your health, you’ll have a longer life and invest longer. This benefits both you and us, and we believe it’s only right to share value with you. So when you invest with us, you get discounts on health checks, spa stays, running shoes, travel, coffee and more. And when you track your health and earn Vitality points, we’ll charge you less to invest, or even nothing at all.
Shared value is good for you, good for us and good for society. It’s helped us reshape the global insurance attracting over a million members1 – and counting – in the UK alone. And now we are aiming to reshape the retail savings market.
Ways we share value with you
The Vitality Programme
Getting healthy has never been so rewarding. Our range of partners and rewards give you access to a range of benefits, such as 25% a pair of trainers, 75% off spa stays and 40% selected activity trackers.
Our Healthy Living Discount
You could pay no product charge at all on your investment – it’s as simple as investing in Vitality funds and tracking your daily steps.
A global thought leader
We’ve also received extensive coverage in the World Economic Forum 2015, the Clinton Global Initiative and prominent media forums such as the Wall Street Journal and The Economist.
Three of the world's leading investment partners
Launched in the UK in 1998, Vanguard Group is investor-owned by their US-domiciled mutual funds, with over £4.2 trillion2 of assets under management. Their mission is to help clients achieve their goals by being one of the world’s highest value providers of investment products and services. Vanguard’s unique mutual structure allows them to take a long-term view. They have a global presence, with 20 million investors in 170 countries.
Established in 1968, SEI have £272 billion3 assets under management. They’re an award-winning asset manager with unparalleled expertise in investment manager selection, asset allocation and risk management. SEI’s global teams have decades of experience and use cutting-edge technology and research, which are leveraged in the design of our portfolios.
Investec Asset Management – Becoming Ninety One
Established in 1991, Investec Asset Management have over £118.9 billion4 of assets under management. They’re defined by an ‘owner culture’ which empowers their employees to develop solutions for the benefit of clients. This results in employee stability and long-term client-focused thinking. Employees are equity stakeholders in the firm, driving long-term value rather than short-term results.
2Vanguard assets under management at 30 June 2019
3SEI Investments assets under management at January 2020
4Investec Asset Management assets under management at 30 June 2019