Invest in making your people feel better off

Most benefits are under-used and under-appreciated. We help your employees feel more financially secure – and engage with the benefits you’ve invested in.

Poor financial wellbeing affects performance – and your bottom line

When employees are worried about money, they don’t bring their best to work.

1 in 4 employees say money worries affect their ability to do their job

CIPD, 2023

£1,600 per employee per year lost in productivity due to financial stress

Yorkshire Building Society / CEBR, 2023

Employees under financial pressure are 2.5x more likely to be looking for a new job

Wagestream, 2023

A flexible pricing model with two levels of support

1. Core Membership

Foundational support for every employee

You’ll get:

  • Reserved access to the right number of coaches and advisers for your workforce
  • Access to our core services
  • Free 1-to-1 sessions for all employees
  • Financial education
  • Mortgage advice
  • Will writing
  • A tailored launch and engagement plan
  • Ongoing support from our employer success team, with business-level insights to drive impact

Pricing is based on your company size and engagement needs. Get in touch and we’ll help build the right plan for you.

2. Personal Financial Planning

A deeper 1-to-1 programme – for those who want to go further

For employees that want more, we offer a personalised financial planning journey for £299 per employee (only charged for employees that opt in).

You choose how to cover the cost for these employees:

  • Employer Funded: You cover the full cost for any employee who opts in. You’ll only pay for those who use it.
  • Salary Sacrifice:
Employees pay from pre-tax salary and spread the cost over 12 months. It saves them ~40% – and they can only get that discount through you.
  • Shared Cost:
Split the fee with employees to keep it budget-friendly and ensure shared commitment.

Trusted by some of the best UK employers

100,000s of employees have access to Octopus Money


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.