We are pleased to offer Wholegrain team members personalised 1-to-1 money help from Octopus Money.
Research has shown that we’re statistically more likely to feel positive about our financial future when we have someone knowledgeable to talk to about money, and that can also have a positive impact on our mental health.
Octopus Money can help you explore your dreams and goals for the future, answer any money questions you have and build you a step-by-step plan to show you how you can get to where you want to be.
To get started, visit our Octopus Money page to book your first free one to one session with a money coach
We’re fully supportive of you using work time to hold your session, and we’d like to reassure you that everything you discuss with Octopus Money is completely confidential.
Start by launching the ‘Basic Membership’. Everyone is matched with their own money coach to help you achieve your goals (or an advisor depending on the situation). Employees can access lots of education & services for free.
- Dedicated coach or adviser
- 1 free Starter Session (Book it here)
- Monthly webinars (previous webinars here)
- Access to content hub
- Money team support
- Free mortgage advice
- Free protection check
- Discounts on wills
After the free starter session, employees can sign up to “Plan my goals” (paid by Wholegrain Digital)
- 1 x Planning Session
- 2 x check in sessions
- Custom Money Plan
- Personal Action Tracker
- Employees who want to carry on with the service can sign up with their coach for ongoing support on a quarterly basis (£30 per quarter paid by employees – cancel any time)
- Continued access to our tools
- Up to 1 hour with your coach
If you have any questions about this benefit, feel free to reach out to a company Director or email [email protected].
If you don’t want to receive this benefit you can simply fill in the Opt Out form.
Please note that some of this benefit might not be available to team members living outside the UK due to the specific nature of financial services varying from country to country, but all team members can access the content library and webinars, and if you are unsure then you can book an initial free session to discuss it with a money coach.