Insurer added value benefits

Vitality Optimiser Explained

Vitality offers two ways to pay for your protection cover. Both provide the same high-quality cover and access to the Vitality Programme — the difference is how your premiums are calculated over time.

Vitality offers two ways to pay for your protection cover. Both provide the same high-quality cover and access to the Vitality Programme. The difference is how your premiums are calculated over time.

Standard PremiumVitality Optimiser
Higher starting premiumLower starting premium, with discounts of up to 30% on term cover and up to 40% on Whole of Life cover available at outset
Premiums are not linked to Vitality engagementFuture premiums are linked to your Vitality status and engagement
Greater certainty over future costsOpportunity to maintain lower premiums through healthy lifestyle activities
No activity tracking requiredRewards and discounts available through the Vitality Programme
Suitable for clients who prefer complete predictabilitySuitable for clients who enjoy engaging with wellbeing and lifestyle benefits

The good news: you don't need to be a fitness fanatic

One of the most common misconceptions is that Optimiser is only suitable for people who visit the gym regularly or take part in intensive exercise.

In reality, most Vitality points are earned from everyday activities and normal daily movement. This can include:

  • Walking the dog
  • Daily walks
  • Gardening
  • Household activities
  • Walking to work
  • General day-to-day movement

Many members earn points through activities they already do as part of normal life.

Who might Optimiser be suitable for?

Optimiser may be suitable if you:

  • Like the idea of a lower starting premium
  • Regularly walk, exercise or stay active
  • Use, or are happy to use, a smartwatch or fitness tracker
  • Enjoy discounts, rewards and wellbeing benefits
  • Are comfortable engaging with the Vitality Programme
  • Want protection that rewards healthy habits as well as providing financial security

A Standard Premium may be more suitable if you:

  • Prefer complete certainty over future costs
  • Do not want to track activity or engage with the Vitality Programme
  • Would rather pay a higher premium initially in exchange for greater predictability
  • Are unlikely to make use of the rewards and wellbeing benefits

Your premiums are protected

Even if you choose Optimiser and do very little engagement, annual premium increases are capped.

Vitality statusMaximum annual premium increase
Platinum0%
GoldUp to 0.5%
SilverUp to 1.5%
BronzeUp to 2.5%

Important: Even if you remain at Bronze status, your premium cannot increase by more than 2.5% in any year under the current Optimiser structure.

Why many clients choose Optimiser

Unlike traditional protection policies, which generally provide value only when a claim is made, Optimiser allows clients to benefit throughout the lifetime of the policy through:

  • Lower starting premiums
  • Health and wellbeing support
  • Access to rewards and discounts
  • Tools to help improve long-term health
  • Ongoing engagement benefits

You receive financial protection for your family while also being rewarded for maintaining healthy habits.

A simple way to think about it

Standard Premium

Pay more today for greater certainty tomorrow.

Optimiser

Pay less today and potentially continue benefiting from lower premiums by engaging with the Vitality Programme.

Why Vitality is different

Traditional protection insurance is designed to provide financial support when something goes wrong.

Vitality aims to do more. Alongside financial protection, it provides tools, support, rewards and incentives designed to help members improve their health and wellbeing throughout the lifetime of their policy.

For many clients, this means receiving value from their policy long before a claim is ever needed.

Provider document

The full Vitality Optimiser guide, including how premiums are calculated and examples of engagement.

View Vitality Optimiser guide (PDF) →

This guide is for informational purposes only and was accurate at the date of publication. Please seek personalised advice before making financial decisions.

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