Give 1-to-1 money advice to every employee
We’re making it easier and more accessible for everyone to get money advice from a real person – not just a robot.
We work with companies to match every employee with their own personal finance expert to make their money go further.
Your first employee is free!
Ask about our no-obligation trial.
Join 200,000 employees WHO ALREADY HAVE access to Octopus Money
In uncertain economic times, your employees’ financial health is business critical.
77%
of employees are bringing money worries to work*
1 in 3
employees are unhappy with their last pay rise1
73%
of employees say they’d be attracted to another employer that cares more about their financial wellbeing3
How it works
Employees meet with their own money expert
Everyone, across all levels, gets matched with their own coach or adviser for free, confidential video sessions.
They discuss employees’ financial goals. They explain the total rewards package your company offers. And they stay in contact for whenever money questions come up.
It’s chat – without the bots.
They create a personalised plan and forecast
Give employees access to powerful tools to help them make better money decisions.
They’ll create an interactive financial forecast – to help them visualise the long-term impact of decisions today.
They’ll get a specific action plan for whatever they’re saving for.
Did you know employees who have a plan are 5x more likely to feel positively about their future?4
We help companies support employees on all things money
Pension Advice
Make sure employees are making the most of your workplace pension and on track for retirement
Benefits Guidance
Make sure employees are taking full advantage of all the benefits and perks you invest in
Mortgage Advice
Give employees free support from a mortgage specialist (worth £500 per employee)
Budgeting Support
Help employees feel more in control of their money with 1-to-1 help creating a household budget
Will-Writing
Pass on discounts on personal will-writing, checked by fully qualified solicitors
Webinars & Content
Share access to our digital learning hub with live webinars, articles, guides and more
Trusted by employers to retain their top talent
LEARN MORE ABOUT OUR IMPACT IN:
9 in 10 employees want someone to talk to about money
Hear why “talking to a real person” gives employees financial peace of mind.5
When you launch Octopus Money…
IMPROVE ENGAGEMENT
Up to
60%
of employees will sign up
HAPPIER EMPLOYEES
85%
of employees make better use of their money (save more, reduce their debt, increase their pension)6
LONG-TERM BENEFITS
Employees retire
£289,320
wealthier, on average, thanks to better pension planning6
Monthly insights for people leaders
Thought-provoking perspectives and trends from our team of consultants and coaches.
SOURCES
*Office for National Statistics, June 2022
(01) 1st Formations Research, 2023
(02) Octopus Money Research, n=4,000, May 2023
(03) PwC, Employee Financial Wellness Survey, 2023
(04) Octopus Money Research, n=1,000, 2021
(05) PwC, Employee Financial Wellness Survey, 2021
(06) These figures reflects the average employee we work with – age of 37 and retirement age of 68 – and the average recommended improvements we’ve made across all of our clients.
