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Tag: Financial planning

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Guide: Intergenerational wealth planning
Resources

Guide: Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. Intergenerational planning can be complex. [..]


4 important reasons you shouldn’t take financial advice from an AI chatbot
Blog

4 important reasons you shouldn’t take financial advice from an AI chatbot

Artificial intelligence (AI) technology has developed at a startling rate over the past few years. Since conversational models like ChatGPT became available to the general public in late 2022, it has increasingly become part of our everyday lives. People across [..]


3 surprising financial risks that every unmarried couple needs to know about
Blog

3 surprising financial risks that every unmarried couple needs to know about

If you live with your partner but aren’t married to them, you’re one of a growing number of cohabiting couples in the UK. Cohabiting is the fastest growing type of family unit, but despite this, there are still a number of misconceptions about your legal rights [..]


Your guide to organising affairs
Resources

Your guide to organising affairs

While dealing with the loss of a loved one, organising their affairs can be overwhelming. You may also need to make decisions and provide information to authorities and services. This guide is designed to help you understand what action you may need to take [..]


5 all important steps employees can take after the death of a loved one
Blog

5 all important steps employees can take after the death of a loved one

According to a 2021 report from Marie Curie, only 1 in 3 UK companies have a clear bereavement policy in place. The truth is, the absence of a bereavement policy poses a significant problem for employers. That’s because the same report found that 56% of [..]


3 financial aspects of divorce that could affect employees – and how to help them
Blog

3 financial aspects of divorce that could affect employees – and how to help them

In our series of blogs focussing on financial planning we will be looking at topics such as what you need to think about when someone dies and elder care financial planning. The first blog, below, looks at divorce and financial planning. If your company is [..]


Smart Money September/October
Resources

Smart Money September/October

Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making [..]


Building a nest egg
Resources

Building a nest egg

As a parent or grandparent, you may be thinking about ways you can build a nest egg for children or grandchildren. It’s a step that can give them financial security as they become independent. A nest egg can help children to pursue their goals and give them [..]


Smart Money – September/October
Resources

Smart Money – September/October

Welcome to our latest edition. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a [..]


Octopus launch Octopus Moneycoach, taking financial coaching to the mass market
News

Octopus launch Octopus Moneycoach, taking financial coaching to the mass market

Octopus Group, the London headquartered financial services and energy firm, today announces its plan to launch Octopus Moneycoach with the acquisition of Hatch Financial Coaching as it bids to take financial coaching to the mass market. As part of this service, [..]


Financial planning week
Blog

Financial planning week

Financial planning is a process which can help individuals and families make decisions about money in order to achieve their life goals. Not everyone has access to, or can afford financial planning, so Financial Planning Week was set up to encourage the UK financial [..]


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