Toolkits and Research

  • Financial Wellbeing Toolkit: Top 10 Actions from Leading UK Employers
  • An unedited, inside look at employee financial wellbeing at Octopus Group
  • Insights from Employees of FTSE 50 Companies
  • Strategy Toolkit: 5 Pillars of Financial Wellbeing
  • Guide to Financial Wellbeing Providers
  • Financial Wellbeing OKRs Toolkit
  • Financial Wellbeing Scorecard
  • Talk Money Week 2023 Toolkit
  • Your higher earners are struggling, too 
  • Why now is the right time to implement financial wellbeing

The Octopus Money workplace blog


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.