- Octopus Legacy, the estate planning and end of life provider, has acquired Adroit Legal Services and the not-for-profit National Bereavement Service, a leading provider of legal services and bereavement employee benefits in the UK – with clients including Aldi, John Lewis, Travis Perkins, Virgin Money and PureGym.
- The move comes following Octopus Legacy’s recent Human Cost of Dying Report, which found that 30% of individuals surveyed reported that their employers failed to adequately support them after a bereavement.
- This acquisition strengthens Octopus Legacy’s commitment to make the experience of death and end-of-life care less daunting to those suffering and left behind.
- The acquisition strengthens Octopus Legacy’s benefits offer to employers, which now encompasses professional legal services to support employees at any stage of life, as well as with bereavement and later life planning.
—
Octopus Legacy, the company that helps people plan for death and find support after a bereavement has just acquired legal services employee benefits provider Adroit Legal Services (Adroit) and its not-for-profit sister company, the National Bereavement Service.
In a recent report conducted with Censuswide, which surveyed 2000 people from across the UK, Octopus Legacy found that 30% of employees said that their employers weren’t helpful after someone had died.
Octopus Legacy, which is part of the Octopus Group that serves 7 million customers UK wide, is on a mission to make the experience of losing someone easier for the people left behind. This acquisition enables Octopus Legacy to offer Adroit’s proactive later life planning services (will writing and estate planning) and bereavement support, together with a broader suite of private client legal services including conveyancing, litigation and family law, to leading employers across the UK.
Since its launch in 2015, Adroit has provided a comprehensive suite of affordable legal services to employers across the UK, empowering hundreds of thousands of employees with benefits that help them to navigate life’s challenges and milestones. Later life planning services include helping people plan for death, protecting the interests of those close to them, and simplifying the experience for those left behind.
Speaking about the acquisition, Sam Grice, founder of Octopus Legacy, said:
“Bereavement services remain a largely underserved area for employers. While Employee Assistance Programmes (EAPs) offer valuable general workplace support, they often fall short when it comes to bereavement. Grief is a deeply personal and prolonged process that requires tailored resources. Employees need access to specialised services, such as grief counselling, financial guidance, and practical end-of-life support, from account closure to funeral planning.
Adroit and the National Bereavement Service have made remarkable progress in this space, working with some of the UK’s largest employers and service providers, including John Lewis and Funeral Partners. By bringing Adroit and the NBS into the Octopus Legacy family, we aim to build on this foundation and introduce new products and services that meet the needs of employees and employers alike. Together, we’re committed to our mission that no one has to navigate death alone.”
Lisa Lund, Founder and CEO of Adroit, said:
“Adroit and the NBS have reached over 500,000 employees across the UK and Ireland, helping them to navigate the milestones and challenges presented at any stage of life. It was important to us to partner with an organisation that shares our commitment to customer service excellence, complementing and adding value to the work our team’s achieved over the years. Having collaborated with Sam and the Octopus Legacy team on previous projects, we’re excited to join forces and create a UK leader in bereavement and legal services employee benefits.
Becoming part of Octopus Legacy will help hundreds of thousands more employees to access affordable legal services and professional, practical and emotional bereavement support, helping them to plan ahead for their future and protect the interests of those closest to them. We look forward to launching new services alongside Octopus Legacy that set a new standard in employer support for those planning for, and finding support after, a death.”
About Octopus Legacy
Octopus Legacy helps individuals and families plan for death and find support after bereavement, from estate planning to life insurance. With a focus on simplifying the experience for those left behind, Octopus Legacy works to create solutions that make a meaningful difference during life’s most difficult times.
About Adroit Legal Services
Adroit Legal Services is a leading provider of legal services and employee benefits. Since 2015, Adroit has partnered with employers across the UK to offer thousands of employees the legal advice and later life planning resources they need to plan for the future, protect their loved ones, and to navigate bereavement.
