Winner of Advice Firm of the Year

Share schemes can boost performance and retention

— but only if employees see and understand the value.

Talk to us about running a complimentary session to engage your team with their share scheme.

Complimentary sessions that make share schemes simple

Everyday employees

Easy-to-follow workshops and webinars that demystify schemes and build financial confidence.

Execs and senior leaders

Deeper dives into strategy, tax and long-term planning.

Why Octopus Money

Workplaces across the UK trust Octopus Money to support their people’s financial wellbeing.

Our share scheme programme extends that support further — helping employees understand and unlock the full value of their shares.

Our employees left with a much clearer understanding and felt genuinely better equipped to make informed decisions about their money.”

Izzee Stead, Reward Advisor

What our customers say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”