Introducing Our Partner
Financial Planning with Octopus Money
The future you want starts with a plan. Get a discounted financial planning session today as a Trinity customer.
Book a 1-2-1 Financial Planning Session
We’ve partnered with Octopus Money to offer you a discounted 1-to-1 Financial Planning Session. Your session will be with a qualified financial expert who’ll take time to understand your goals. Together, you’ll build a personal plan to make your money work harder for you, with clear next steps you can put into action straight away.
Special Discount for Trinity Customers
Normally £299, the session is available to Trinity customers for £269. Whether you’re currently serving, a veteran or a forces friend or family, take advantage of the discount to plan for the future you want.
Speak to a Financial Expert
You’ll speak directly with a qualified financial expert who understands how to make the most of what you’ve built and help you plan for what comes next – whether that’s saving for your family, investing or simply getting clarity on where you stand.
Who are Octopus Money?
Part of the group that launched Octopus Energy, Octopus Money helps thousands of people across the UK take control of their money — from first-time savers to seasoned investors — with practical, honest money guidance that fits real life.
They understand that military life is unique. That’s why they’ve partnered with us to offer personal, 1-to-1 support that works whether you’re serving or transitioning into civilian life.
Why get a financial plan?
Military life doesn’t always follow a straight path, and neither do your finances. Whether you’ve received a lump sum, started thinking about retirement or simply want to make your savings go further, having a plan can help you make the most of what you’ve earned.
How do I sign up?
A financial plan isn’t just about numbers — it’s about choices. A plan helps you understand where you stand today, what’s possible in the future and how to get there.
You’ll walk away with clear, practical steps you can take straight away — and the peace of mind that comes from knowing you’re on the right track.
Sign up below and start taking control of your future, today.
Trinity Insurance Services Limited is introducing customers to a discounted financial planning session with Octopus Money. Trinity Insurance Services Ltd is not giving any advice or recommendation with regards to this service.
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. Financial Services Register number is 763630.
Once Served. Forever Supported.
At Trinity, we strive to support the whole Armed Forces Community with their protection needs.
Discover Our Products
Veterans Buildings and Contents Insurance
If you are a private renter or homeowner, you could save 10% on a combined Buildings & Contents Policy and get up to a 20% no-claims discount. For every policy purchased, we’ll also donate £5 to a military charity of your choice.
Veterans Personal Accident Insurance
How would your family cope financially if you were involved in a fatal or life-changing accident? Our policy provides high-quality cover tailored to suit you – choose from our four cover levels.
Veterans Travel Insurance
If you suffer with medical conditions or a disability our Specialist holiday insurance offers you the opportunity to travel, with no medical screening required.