Octopus Money

Real support. Real results. Real people feeling better off.

Too many financial wellbeing services rely on education or AI, and reserve the truly personalised support for a select few.

We don’t believe this is right.

Octopus Money gives 100% of your people 1-to-1 access to money coaches and advisers that help them take control of their financial future and boost their confidence no matter where in their career they are.

Underpinned by holistic, goals-led planning and interactive tech, we help people pro-actively plan for life’s biggest moments.

Octopus Money’s impact on employees

It starts with a conversation and ends with a personalised plan employees actually follow through on.

Every employee:

• Is matched with the right money expert and booked into a free 1-to-1 session
• Can go through a tailored journey to build a personalised financial plan
• Can map our their entire financial future – and explore different scenarios
• Can get clear, step-by-step recommendations to help reach their goals

After using Octopus Money:

• 78% know how to make their salary stretch further.
• 85% feel more on track for the financial future they want.
• 74% see themselves staying at their company for longer.

Octopus Money’s impact on HR and Benefits teams

Octopus Money isn’t just good for employees – it’s a powerful tool for HR and Reward teams too.

We help you cut through complexity, deliver measurable impact and show your people you’re serious about their financial wellbeing.

We help employees understand and make the most of the benefits you already offer, from pensions and share schemes to protection policies, improving overall ROI and making your total reward strategy work harder.

When you work with us, we take the heavy lifting off your plate with a fully managed rollout and ongoing support. We handle employee outreach and session bookings, while our coaches and advisers manage the experience end-to-end. Your very own account manager will manage launch comms and engagement plans.