Educational use only: This platform provides information for educational purposes and should not be considered financial, investment, or legal advice.

UK workplace vs individual planning

Moneyfit vs Delphina: an honest comparison

Moneyfit and Delphina are both UK-built financial products, but they are bought by different people. Moneyfit is a workplace benefit sold to employers' HR teams — your company pays, you get the app. Delphina is bought by you directly as a personal planning tool. So this page is honest about that gap up front.

There are three plausible reasons someone lands here: (1) you're an HR or benefits manager evaluating workplace wellbeing tools, (2) your employer offers Moneyfit and you want to know what personal Delphina would add, or (3) you're researching the category. All three are valid search intents and we cover all three below.

Feature comparison

They look both "financial" on paper, but they barely overlap in features. Moneyfit is education + workplace wellbeing; Delphina is planning + projection.

FeatureMoneyfitDelphina
Sold directly to individuals
Sold to UK employers (B2B)
Open banking aggregation
Net worth tracking
Forward-looking cashflow planning
Verdict on whether you are on track
Scenario planning (what if I…)
Retirement projection (30-year)
UK pension and ISA rules modelled
Money personality quiz / self-assessment
Cashback / rewards card
Employer wellbeing dashboard
Mental health and gambling support signposting
Annual CostPer-employee licence (sales-led)From £9.99/month

Who each one is for

Choose Moneyfit if…

  • You are an HR / benefits manager buying a UK-wide workplace wellbeing layer
  • Your employer offers it and you want education + personality quiz + cashback
  • You value that Moneyfit is structured with no financial product affiliations
  • You want help-and-support signposting (mental health, gambling) within the app

Choose Delphina if…

  • You want to know whether you're on track for retirement, not just learn about money
  • You want scenario planning — "what if I retire at 60 instead of 65?"
  • You want UK pension and ISA rules modelled, not just explained
  • You'd buy a personal planning tool yourself rather than waiting for an employer to add it

Where Moneyfit is genuinely strong

Moneyfit has won UK industry awards for workplace financial wellbeing. The money-personality quiz is unusually good at framing where you are before telling you what to do, and the cashback card is a real feature (not a marketing line). The employer-side reporting gives HR teams something usable, not just engagement metrics.

What it doesn't do — and what consumer planning tools generally don't either — is answer the future question. Where will I actually be in 20 years, and what would have to change for that to look OK? That's the gap Delphina exists to fill, for individuals willing to pay for it themselves.

If you're a UK employer: the two products don't actually compete — Moneyfit is for your benefits package; Delphina would sit alongside it for any employee who wants personal forward-looking planning.

Want forward-looking planning with your numbers?

Moneyfit teaches the language of money. Delphina uses your accounts and your goals to tell you what that language means for your specific future.

Start planning