Real employees, real impact

When employees feel confident about their finances, they show up differently at work and at home. These are their stories.

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Hear from real employees

  • “Things that seemed impossible, all of a sudden seemed achievable”

    Aaron

  • “No question was a bad question, they would answer anything”

    Patricia

  • “It’s already paid for itself in terms of the changes in the way I manage my money”

    Dave

  • “Just to talk to someone about it was…like a weight lifted”

    Chloe

  • “Putting the chart in place showing…this is what it will look like in retirement”

    Tom

Employees starting a family

Parents today are juggling more financial demands than ever. Many face rising childcare costs, and for some, growing a family starts with the cost of fertility treatment or surrogacy. Finding the time to feel confident about your finances can be a challenge.

We help employees:

  • Plan for the financial impact of parental leave and time off work
  • Create smart family budgets
  • Navigate child benefits and tax efficiencies
  • Start to plan for their children’s long-term future

Employees in the peak of their career

You’re earning more now and want to enjoy life as it comes. But there’s often a niggle – are you doing enough to feel financially secure for the future? Balancing day-to-day work and family life with long-term planning isn’t always easy.

We help employees:

  • Make the most of tax-efficient financial planning
  • Get serious about retirement planning
  • Prepare for their children’s future
  • Create a clear roadmap for financial independence

Employees with retirement on the horizon

In the final stretch of your career, the focus shifts to making sure you can retire comfortably and on your terms. The closer retirement gets, the more complex the decisions become.

We help employees:

  • Get clear on when they could retire
  • Maximise their pension and savings
  • Balance their mortgage and retirement savings
  • Continue supporting their family while securing their own future

78%

know how to make their salary stretch further

85%

feel more on track for the financial future they want

74%

see themselves staying at their company for longer

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Company & Team

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Disclaimer:

• As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.
• Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.

Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of Octopus Money Financial Solutions Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.