Financial Wellbeing Scorecard Template

There are lots of financial wellbeing providers out there.

We’ve identified 17 factors you might want to consider when choosing a provider and created this interactive tool for you to use with your team.

Use this tool to weigh up the most important criteria for your business. Then, easily keep track of the providers you’re considering.

Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.