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Frequently asked questions

This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.

General and administration

Can I manage my clients' plan online, such as, switching and topping up?

Yes, through our state-of-the-art adviser hub you can create illustrations and apply online, as well as carry out ongoing management including top up, switch, re-balance and upload documents.

Can my clients manage their plans online?

Yes, when they log into Member Zone, they can see their plan details and a full breakdown of its value. You can also set up permissions to allow them to carry out other actions such as adding top ups or switching funds online too.

How do I register my firm to do business with Vitality?

Complete the agency assessment and application form and email it to agencyapplications@vitality.co.uk.

How do I get access to the adviser hub?

If you don't have an account, register here. If you're already have an account through VitalityLife, you can use the same login details for Invest to log into the Adviser Hub but will only see the Invest related section depending on your permissions.

Where to next?

  • Bulk Valuation Services

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    Discover our bulk valuation services which enable you to receive daily valuations for plans invested with us on behalf of your clients.

    Learn More

  • Knowledge Library

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    Read a wide range of investment articles and guides to help you advise your clients.

    Learn More

  • Literature Library

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    Find our VitalityInvest literature.

    Learn More

  • Work With Us

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    Learn about the benefits of working with VitalityInvest.

    Learn More
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