Energy switch checklist (UK)

  1. Keep latest meter reading ready.
  2. Compare standing charge + unit rate.
  3. Confirm tariff term and exit conditions.
  4. Double-check referral terms before confirming.

Use the Octopus referral link UK checklist to confirm the referral route, account-name details and bonus timing notes before completing the quote.

Checklist helps avoid surprises and improves conversion quality.