Give every employee access to their very own financial coach
Help your employees build a better relationship with their finances by giving them access to their very own financial coach
Octopus MoneyCoach
We’ve partnered with Octopus MoneyCoach because we believe that it’s important for people to feel comfortable with every area of financial wellbeing, not just their pension savings. That’s why we are offering financial coaching to employees from a select group of companies who have their workplace pension with Smart Pension.
Why choose Octopus MoneyCoach?
A great benefit for your employees: Octopus MoneyCoach combines friendly financial coaches with powerful financial planning technology to give every employee their own coach and one to one financial planning support.
Great for your company: A comprehensive financial wellbeing programme can help by putting employees in control of their finances. Promoting a culture of wellbeing in the workplace can help improve employee productivity, attract new talent into your organisation and retain the employees you have. An employee who feels looked after and appreciated is more likely to do more.
Why choose Octopus MoneyCoach?
How can financial coaching help you reach your goals? Watch this two minute video to find out how a financial coach could help you.
Helpful guide
This guide will help you understand how financial coaching with Octopus MoneyCoach can work for your employees.
Book a demo
Learn more
Book a demo to find out how financial coaching can work for your employees. Get in touch with Octopus MoneyCoach and quote SMART PENSION.
Why choose Smart Pension?
Smart Pension is one of the UK’s leading online pension providers for small businesses. Their award-winning platform is designed to make life easier for you and save you time each month when running payroll. It also makes it easier for your employees to view their savings in real-time, adjust their contributions and manage how their savings are invested.
As a Tide customer, you'll also benefit from:
- no set up charge for you as an employer
- a reduced monthly member charge of £1 as opposed to our standard £1.25
- an annual management charge of 0.30% on investment funds for members who remain in the default investment strategy
- priority onboarding and relationship management
- free access to Smart Rewards platform for members – Smart Rewards provides access to discounts at over 1,200 UK retailers, potentially saving members up to £400 a year
Terms and conditions apply.
- Smart Pension Limited reserves the right to make changes to the terms and conditions of its products from time to time in accordance with the Terms of Use.
- We will provide one month’s notice of any change to the charges as set out in the Terms of Use.
- To access this offer, companies must sign up to Smart Pension before 1 March 2022. After this date Smart Pension’s standard monthly member charges will apply for newly participating employers. Smart Pension reserves the right to amend its charges (including its standard member charges) in the future albeit that the 20% discount on the standard member charges will continue to apply for companies that access this offer.
Member features
- low charges
- a default investment strategy
- wide range of investment options
- mobile app
- Amazon Alexa and Google Assistant integration
- retirement options
Smart Pension investment options
Our investment guide sets out our full list of investment options and strategies.
Accessing your Smart Pension account
You should have received an email or a letter from us with details on how to sign in to your account. If you need any help navigating your account please watch our step by step video.
What happens next?
As we prepare to move your current pension savings from Welplan Pensions across to us, we need to make sure that you make no changes to your investment choices or retirement age. During this time there will be some things that you can and can’t do in your account, and some tasks that we can’t process until the transfer is complete.
Please note that these dates are approximate. The transfer may take a few weeks to appear in your account so please don’t panic. We’ll let you know once the transfer is complete.
Contact us
If you have any questions please email [email protected]