From first paycheque all the way to retirement
Octopus Money helps your employees navigate their biggest financial decisions at every stage of life.
Everything you need for a joined-up financial wellbeing offer
1-to-1 Sessions with an Expert
Every employee is matched with a financial coach or adviser and offered a free 1-to-1 session every year – helping them take the first step toward financial confidence.
Financial Planning
We build personal financial plans that give employees a clear view of their money and their goals – plus specific actions to help them move forward with confidence.
Mortgage Advice
Whether it’s buying a first home or building a property portfolio, we give employees impartial, expert advice to help them find the best deal for them.
Navigating Your Benefits
We help employees understand, value and make the most of their workplace benefits – turning a complex package into real, personal impact.
Financial Education
From articles and on-demand videos to live webinars and Q&As, we give employees access to clear, trustworthy guidance that builds financial confidence over time.
Will Writing
We’ve partnered with fully qualified solicitors to offer discounted access to professional will-writing services.