Great news! Your employer, The Upside, is covering the full cost of our service for you.
Normally, our clients pay £299 per year, but you’ll have full access for free.
You’re eligible for one free coaching session every year.
But if you’d like a personalised financial plan, plus help making the changes that will improve your financial future, we charge one flat fee for a year of support.
It usually costs £249 per year for the full Octopus MoneyCoach service. But good news…your employer lets you to pay through salary sacrifice, which will save you money. By paying through your salary, you will save between 32% and 42% (depending on your tax bracket).
Your total annual fee could be as low as £12 per month. Your coach will explain in more detail during your first session.
You’ll get access to our full yearly service and pay through salary sacrifice, which means that the fee is deducted from your salary before you pay tax or National Insurance.
*With a 12 month commitment
Tell your coach about your big goals and any money questions in a free starter session.
There’s no obligation after your first session. Take your time and decide if it’s right for you.
Once you sign up, your coach will start building a full plan designed around your goals – that covers everything from budgeting to saving, mortgages to pensions.
You and your coach will catch-up every 3 months to see how you’re getting on – and you can message them as often as you need in between.
Ever struggled to find the right money person to talk to? If there’s something we can’t help with, we’ll connect you to best people for you.
We’ll be the first ones to celebrate with you as you reach your money goals.
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.