1-to-1 sessions for every employee
Every employee gets a free, confidential session with a qualified financial coach or adviser – giving them personalised guidance on whatever’s most important to them.
How it works
The impact after just one conversation
98%
employees rate their first session 5 out of 5 stars
83%
employees say the session felt very relevant to their needs
94%
employees felt comfortable discussing personal financial challenges in their first session
How we’re different
Swipe left to compare | Octopus Money | Standard Coaching Offerings |
Approach | Structured journey for every employee – proven to drive action We proactively invite every employee to a scheduled session to ensure engagement | Light-touch, ad hoc sessions Support is available, but only if employees seek it out |
Access | Every employee gets the same depth of support – with more specialist expertise available for higher earners | Basic guidance for most – deeper support typically reserved for higher earners |
Depth of Support | Free 1-to-1 session followed by multiple planning sessions to build a personalised financial plan | One-off conversations with limited follow-up |
Tools | Interactive, cash flow forecasting tools that cover budgeting, savings, pensions, investing, and more – all joined up in one personalised plan | Standalone tools focused on a single area – like budgeting or pensions – with no joined-up plan. Hard to act on and easy to ignore. |
Personalisation | Specific, step-by-step recommendations tailored to each employee’s goals – from pensions to saving and beyond | General guidance and financial education |
Ongoing Support | Coaches and advisers stay involved to support action and track progress | Less structure and ongoing accountability |
Our Experts | A wide range of experts so employees get matched with the right support for them – including experienced advisers for senior leaders | Typically a smaller bench of available experts |
