Schedule 30 minutes to meet with your coach…
- Start asking your money questions
- Discuss your personal goals
- Get some initial recommendations from your coach
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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.