This is a free trial of Octopus MoneyCoach.

You’ll get 2 sessions with your coach and access to your personal financial plan at no cost to you.

By sharing your feedback you can help your employer assess whether Octopus MoneyCoach is a good fit for your company and your colleagues.

FAQs

(We get these a lot…)

How will my session be held?
Most sessions are held via Zoom. A link to the Zoom meeting will be included in the calendar invitation which is sent to you after confirm your booking above. However, coaches can hold your session via phone instead, if you prefer. Please just let your coach know after booking your session.
Can my partner join the session?
Yes! If your partner would like to join the session they are more than welcome to do so. Your coach will view your finances as a whole, and there’s no additional cost for including your partner in a financial plan, if you choose to sign up to the full Octopus MoneyCoach service.
Are conversations with my coach confidential?
Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission.

As a trial user, all feedback will be shared anonymously, and we won’t share any financial information with your employer. You can view our full privacy policy here.

Can Octopus MoneyCoach help me if I'm approaching retirement or have complex circumstances?
Our service is designed to help the vast majority of employees, though there are some circumstances in which we might recommend that you speak to a more specialist source of advice.

For instance, if you’re thinking of withdrawing money from your pension within the next 5 years, or if you are looking for advice on investing more than £100,000, then you may need more specialist help than Octopus MoneyCoach can provide.

If in doubt, please do book in your session and your coach will help you to work out what would be the best option for you. They can also refer you to a specialist adviser, if you would like them to do so.

Try out financial coaching with Octopus MoneyCoach

Get personal, impartial help with your money, and achieve your most important life goals.
Book my free trial

Schedule 30 minutes to meet with your coach…

  • Start asking your money questions
  • Discuss your personal goals
  • Get some initial recommendations from your coach
Book my free trial

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How pricing works

You’re eligible for one free planning session per year. However, if you’d like a full financial plan and help making the changes that will improve your financial future, there is a small cost.

It usually costs £249 per year for the full Octopus MoneyCoach service, however your employer will allow you to pay via salary sacrifice. This means you would save between 32% and 42% (depending on your tax bracket), so your total annual fee could be as low as £12 per month. Your coach will explain in more detail during your first session.

Book my free trial

Financial coaching is for everyone

“It feels so freeing getting to the point where I’m in control of my money.” Natasha
“I wanted someone to guide me through the bigger financial decisions…now I email my coach all the time.” Charlotte
“We found out we could get an extra £6,000 towards our house purchase. … That was a big help.” Harry
“I was surprised by how far into my future I could see.” Becks

Explore Octopus MoneyCoach

Chat with your personal financial coach Ask as many questions as often as you like
With your new plan in place, get a peek into the future
Get recommendations from your coach to reach your goals faster
Book my free trial

FAQs

(We get these a lot…)

How will my session be held?
Most sessions are held via Zoom. A link to the Zoom meeting will be included in the calendar invitation which is sent to you after confirm your booking above. However, coaches can hold your session via phone instead, if you prefer. Please just let your coach know after booking your session.
Can my partner join the session?
Yes! If your partner would like to join the session they are more than welcome to do so. Your coach will view your finances as a whole, and there’s no additional cost for including your partner in a financial plan, if you choose to sign up to the full Octopus MoneyCoach service.
Are conversations with my coach confidential?
Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission. You can view our full privacy policy here.
Can Octopus MoneyCoach help me if I'm approaching retirement or have complex circumstances?
Our service is designed to help the vast majority of employees, though there are some circumstances in which we might recommend that you speak to a more specialist source of advice.

For instance, if you’re thinking of withdrawing money from your pension within the next 5 years, or if you are looking for advice on investing more than £200,000, then you may need more specialist help than Octopus MoneyCoach can provide.
If in doubt, please do book in your session and your coach will help you to work out what would be the best option for you. They can also refer you to a specialist adviser, if you would like them to do so.