Off the back of the success of Vitality’s life and health insurance businesses, they have identified long-term savings as the next opportunity for innovation built around improving customer outcomes. This comes in the form of VitalityInvest, a pre- and post-retirement investment solution that enables clients to benefit from the shared value model over their lifetime, which launched in June 2018.
Square Mile have produced a report outlining some of the potential benefits offered within the new plans and how investors can qualify for these. Part of the qualifying criteria involves investing into Vitality's specifically designed investment proposition which consists of a range of 15 new funds. The report provides an independent review of these funds, specifically highlighting the funds' outcomes, performance objectives, the investment process used to manage the funds and Square Mile’s opinion of the strategies.
