Professional support from qualified experts
1:1 coaching via video or message
With no hidden agenda, and no products to sell
Regulated professionals (not certified amateurs)
Years of training, years of experience, and the highest standards of conduct & ethics
Every coach is a Chartered Financial Planner
Fully vetted, and professionally qualified, with only 1/10 applicants accepted, for the risk-free support your people deserve

What is Bippit?
Bippit’s platform creates a safe and secure way to connect with a qualified professional about any concerns or questions you might have about financial matters, and because Bippit is an independent organisation, the support remains completely confidential, with no hidden agenda, and no products to sell.
All Bippit coaches are professionally qualified and registered with the FCA, so they adhere to a strict code of conduct and ethical standards, and most have been providing expert support for decades. They’re there to help employees understand how things work, what their options are, and the pros and cons of any financial solution.
Employees can use them as a sounding board, a support system, and a financial guide, while accessing the latest tech and tools to understand and manage their finances, both at home and at work.
Do employees have to pay for Bippit?
What can Bippit help with?
– Understanding pensions
– How share plans work
– Managing a budget
– Paying off debt
– Building an emergency fund
– Starting a family
– Getting on the property ladder
– Investing for the future
– Making sense of insurance
– And everything inbetween
We’ve worked hard to build useful tools so that you can see the wood for the trees, understand your money better, and stay organised with your financial goals.
How does Bippit make money?
Who can work for Bippit?
Is Bippit confidential?
As part of our service as an employee benefit, we will on occasion provide fully anonymised and aggregated reports to your employer, to ensure they would never be able to identify an individual. This is limited solely to registration numbers and engagement so they can monitor the success of Bippit as an employee benefit.
How fast can Bippit be launched?
How do employees get started?
Is Bippit a chatbot?
Do employees always speak to the same coach?
We’ll likely have many different financial accounts, cards, products, and services throughout our financial life, but it’s rare to have more than one financial coach.
How do you match employees with a coach?
Whatever your goals, we’ll make sure you’re matched with an expert who can help you in the most effective way, but if there’s ever something that they don’t know, they’ll find a colleague who can jump in and help.
Are employees being recommended products?
How quickly will a coach respond?
When it comes to our finances, we’ve found that instant answers are less important than making sure the responses you get are well-considered, insightful, and valuable.
How many people does a coach look after?
Can employees change their coach?
What’s the difference between a financial “coach” and an “advisor”?
Is Bippit regulated?
How do you protect data?
How much information do the coaches see?
If employees take a healthcheck or connect any financial accounts through Open Banking, their coach will be able to see some of these high-level details, to help them provide meaningful support. However, they will never see any specifics about individual transactions or spending habits.
What is Open Banking?
You can think of Open Banking as a digitisation of taking your bank statements with you to meet a financial expert in person, only much easier and far more secure.
How does Open Banking work?
Transaction information will then be securely encrypted and synchronised with bank-grade security on an ongoing basis unless you withdraw your consent. Truelayer is the market leader for Open Banking in Europe, powering household names like Revolut, Freetrade, and Nutmeg.
What financial accounts do you support?
Can I add details about my property, pension, and investments?
What happens if we change our company headcount?
Can Bippit help with joint accounts / household finances?
In the future, we want to provide secure access for partners, spouses, and family members so you can share access and have group conversations, but for the moment it’s restricted to single sign-on.
What if an employee leaves the company or is on parental leave?
If their new employer doesn’t provide access to Bippit, then employees will eventually lose access to their coach, but they can still use the rest of the platform and see any old messages.
Are you on iOS and Android?
We expect the Android app to be ready soon, but in the meantime everyone can access a fully optimised mobile experience on their phone by logging in via www.bippit.com
Ready to explore how Bippit can support your team?
Built as a force for good



