Octopus Money
Octopus Money offers comprehensive financial planning, investment, and pension services for individuals and workplaces, providing personalized advice and a range of custom portfolios.
Services
Octopus Money offers a wide range of financial services including financial planning, investment, and pension services. The company provides 1-to-1 money advice for everyone and caters to both individuals and workplaces. Their services include personalized financial plans, long-term financial forecasts, financial action plans, and the setup of financial products like Stocks & Shares ISA and retirement accounts. Additionally, Octopus Money offers financial protection, estate planning, and pension consolidation services.
Personalized Financial Plans
Octopus Money provides personalized financial plans tailored to individual needs. These plans include long-term financial forecasts and clear paths to achieving financial goals. They also offer a Personalised Financial Plan service for £299 per employee. Financial advice is available through a digital adviser and regulated financial advisers.
Workplace Financial Services
Octopus Money serves over 200,000 employees across the UK with financial planning services. They offer a Basic Membership for workplaces starting from £1 per employee per month. Services include private health insurance, mental health coaching, an Employee Assistance Programme, enhanced parental leave benefits, a learning and personal development budget, a Share Incentive Plan, and flexible work options. Financial education is also provided through webinars and a digital learning hub.
Investment Portfolios
Octopus Money offers a range of custom portfolios managed by industry experts. These portfolios are designed to meet various investment needs and goals. The company provides detailed financial planning services for retirement, tax planning, and investing for the next generation.
Financial Education
Octopus Money places a strong emphasis on financial education. They provide a digital learning hub and conduct educational webinars to help clients understand and manage their financial health better. Their training program for financial coaches is accredited by The London Institute of Banking & Finance, ensuring high standards of financial education and advice.