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.
(We get these a lot…)
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.
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.
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.
(We get these a lot…)
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.