Our Pricing for Employers

Every employee’s financial situation is unique – just like every workplace. Get in touch to learn about the full range of pricing options we have available. We’re here to help you deliver the impact you want, at a cost that’s right for your business.

Every workplace starts with our Basic Membership, which ensures every employee gets access to their own coach or adviser.

Basic
Membership

Pay based on number of employees


From £1 (+ VAT) per employee, per month

Paid by employer

Every employee gets access to:

☑ Dedicated coach or adviser

☑ 1 free Starter Session

☑ Free mortgage advice

☑ Monthly webinars 

☑ Financial education hub

☑ …and much more

Personalised
Financial Plan

Pay based on employee usage


£299 per employee

Paid by employees via salary sacrifice* and/or subsidised by employer

Employees who want further support can get:

☑ In-depth, personalised financial plan and forecast to reach their goals

☑ Action tracker

☑ Up to 3 additional sessions with coach or adviser

*A cost-neutral admin fee will apply

We offer many ways of funding the services above. Get in touch to get a custom quote that will deliver the impact you want, at a cost that’s right for your business.

More than 200,000 employees across the UK already enjoy access to Octopus Money

Frequently Asked Questions

When will I get billed?

Our contracts are annual and we bill for our services monthly.

What is a Starter Session?

Starter Sessions are 30-45 minute video calls between employees and the coach or adviser they’ve been matched with. They discuss the money questions or worries on their mind as well as their financial goals. Think of it like an initial financial health check.

How will employees access these services?

All employees will be able to log into our web app to access all of the content and services provided.

Do we have to have salary sacrifice set up to sign up?

Yes. Employees can sign up for a personalised financial plan via salary sacrifice. You’ll be able to pass on a huge discount (up to 40%) by allowing them to pay for pension advice through their gross salary.


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.