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.