Meet our powerful new financial planning tool

At Octopus MoneyCoach, we’re dedicated to helping you organise your money to make those dreams a reality. That’s why we’re excited to tell you we’re launching a brand new financial planning tool with lots of new features, designed to help you do exactly that.

So what’s new with your plan? 

1. Getting the basics right

We want it to be even simpler and more intuitive to create a personalised plan alongside your coach. 

We have designed our new tool from the ground up with speed, stability and security as our top priorities. You’ll find that the new tool is a lot snappier and more reliable, and our in-house identification system means that your information now has even stronger security in place to protect it.

2. Create and compare different scenarios

We’ve made it easier for you to compare what your future finances will look like with and without implementing the suggestions from Octopus MoneyCoach.

Want to see what your retirement income will look like if you stop working five years earlier? How about if you were to send your children to private school? We’ve made it easier for you to make these changes and save them as unique scenarios, so you can easily come back to them later.

Plus, sometimes you want to focus on the next 5 or 10 years of your plan – and in our new Projections Graph, you can do exactly that. Easily zoom in and out by setting the years you want to view.

3. More detail, so it’s clear what’s going on with your money

We’re constantly looking at ways to make your money clearer for you, so you know what’s going on at every stage of the journey to achieving your goals.

Our new retirement snapshot gives you a picture of what your retirement income could look like if you continue what you’re doing now, and if you take your coach’s recommendations on board. See a breakdown of where your money is coming from and what that means for your yearly income once you’ve retired.  

Plus, we’re making big improvements to how we model your investments, to make sure you’re on track to reach your goals.

Throughout spring 2022, we’ll gradually roll out the new financial planning tool to all our existing customers. If you’d like to be one of the first to get access, join our waiting list.

There’s even more to come over the next 12 months. We’ll be regularly releasing new features, so keep an eye on your inbox for more updates from us. 

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