Why work with VitalityInvest
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.
Work with us to change the world of investment
VitalityInvest gives your clients real financial rewards when they make positive lifestyle choices.When your clients take steps to be healthy, we charge them less to invest, giving their money a better chance to grow. This means they could reach their financial goals faster, as well as stay healthy for longer.
It’s not just your clients who benefit from our plans. Our plans are rewarding for you, too. See how VitalityInvest can boost your business.
In partnership with Ninety One, SEI Investments (SEI) and Vanguard – three of the world’s leading investment managers – we offer your clients Vitality funds for a range of risk profiles, objectives and investment styles. We also offer access to over 500 third-party funds from more than 50 leading fund managers, aiming to cover popular and well-known funds.
How we've constructed our proposition around you and your clients' needs
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Value
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Market-leading charging structure with the potential to pay the lowest product charge on the market – zero - for the life of the plan
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Fund range and performance
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Aligned with advice processes and designed for a wide range of clients, with a track record of delivering performance in line with clients’ expectations
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Cutting-edge technology
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State-of-the-art digital Adviser Hub and model portfolio functionality, without the constraints of legacy systems
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A complete support network
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With our Defaqto Gold-rated service* and our UK-wide adviser and operational support we give you more time to focus on the things that matter to you.
Experts in shared value
We call this shared value. It’s already helped us reshape the UK life and health insurance market. We’ve now brought that expertise to investing.
Funds to meet your clients' investment needs
We also offer over 500 third-party funds, from more than 50 leading fund managers, together with model portfolio functionality to help you create your clients’ preferred investment solutions.
State-of-the-art Adviser Hub
The interface has been built around quick, paperless processing with the ability to send documents securely, and an automated transfer service with no need for wet signatures on Origo transfers. It also has features like interactive statements, personalised dashboards, the ability to create illustrations in less than a minute and a suite of alerts and notifications to help you work more efficiently. So you spend less time on client admin and get back to what’s important, helping your clients.
Adviser support
✓ Provide one-to-one support face-to-face, via video conference, online or phone
Investment Specialists
✓ Available to help you navigate our plans and funds
Dedicated operation consultants
✓ Dedicated contact to take invest related queries via video conference, online or phone
✓ Queries received by 4pm will get a same day response
✓ Investment Operations Certificate level 3 qualified and on average have 7 years of experience***
✓ On-site adviser visits available for training and demos
Technical experts
✓ Available to help around the complexities of legislation, tax rules, trusts, pension transfers and crystallisation events
Hear from our supporters.
Literature and Tools
We have a wide range of VitalityInvest tools, calculators, sales aids and guides available to support you.
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VitalityInvest Literature
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Access our sales aids and guides that explain how our proposition works and demonstrate the extra value it provides.
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Calculators and tools
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Access our tools to show your clients how they can live a longer healthier, more financially secure life.
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Daily bulk valuation services
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See your clients' portfolios in one place. Firms can register to receive daily valuations for plans invested with us.
Take a look at our ever-growing list of awards.
Regular updates on any new awards we’ve won can also be found here, plus we'll include information on upcoming awards ceremonies and events.
Hear more from us.
Sign up to our emails and follow us on our adviser social media channels to stay up to date with everything happening in the world of Vitality.
Contact your Business Consultant
or call 0800 096 4368
Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed
Information correct as at August 2020, VitalityInvest Technical Marketing.
*Defaqto Pension Service Review, February 2020
** August 2020, Franchise Operations Team
*** Based on data from Nov 2019 – April 2020, VitalityInvest Operations Team