Frequently asked questions
For Advised members only.
Capital at risk. Terms and conditions apply.
How it works
• Invest in eligible Vitality funds continuously for five years and we'll boost your investments with extra money.
• Stay invested in eligible Vitality funds and every five years we'll boost your investments again.
• Leave your money invested longer for even bigger boosts – every five years, we’ll boost them by an extra 2% again.
• Stay invested in eligible Vitality funds and every five years we'll boost your investments again.
• Leave your money invested longer for even bigger boosts – every five years, we’ll boost them by an extra 2% again.
What are the eligible Vitality funds?
We’ve partnered with leading investment managers, Vanguard, SEI and Investec Asset Management, to build a range of Vitality funds. Every fund is designed to achieve the outcomes you want – whether that’s growing your investment, generating an income in retirement, or managing the risk you take.
When will I get a boost?
Every five years, as long as you stay invested in eligible Vitality funds. If you withdraw your money or switch your money into third-party funds, no boost will be payable to your ISA.
Which funds do I need to invest in to be eligible for the Investment Booster?
We have a range of eligible Vitality funds listed on our website - see details. The bigger your investment in these funds, the bigger the boost could be.
Could I get the Investment Booster with a Junior ISA
Yes, it would become part of your child's Junior ISA investment.
Which plans are eligible for the Investment Booster?
- Stocks and Shares ISA
- Junior ISA
- Our advised Retirement Plan (while saving towards retirement)
What you could get back ?
The size of your boost depends on how much you invest in Vitality funds and how long you save for. It starts at 2% of your investment in our Vitality funds – plus any returns.