IFW Annual Conference 2021
This event took place online over 2 days on 26th & 27th May 2021. There was a packed agenda to include a range of inspirational subjects from several speakers coupled with an increased number of opportunities for discussions, socialising and networking, all from the comfort of your own home or office.
Although the conference has now closed you can still purchase access to watch all the recordings until the end of June. Please email email@example.com
Visit our dedicated conference page here.
As a member focused organisation, we want to create a meeting place for like-minded individuals. Our regional events are therefore the heartbeat of the IFW, allowing advisers, planners, coaches, paraplanners, indeed anyone with an interest in financial wellbeing to get together and share ideas and good practice. Regional Events take place quarterly and you can find forthcoming meetings here.
Next Cafe: Tuesday 13th July 1.00pm
The Wellbeing Cafe is a monthly event designed to discover and deepen your understanding of what Financial Wellbeing is all about. It lasts half an hour and has a new speaker each month covering a wide range of topics all under the banner of Financial Wellbeing.
Our next Wellbeing Cafe is on 13th July with Julie New talking about how to talk to clients who have recently experienced bereavement. Reserve your space here.
Tickets are free for IFW members so if you have not received the promotion code contact firstname.lastname@example.org
Next Forum: Thursday 22nd July 9.00am
The Forum for Coaches & Planners
Following the success of the “Coffee and croissants” session at our 2020 Conference, we will be hosting a monthly meeting for all coaches and planners who are interested in coaching. This will be an opportunity to meet new people, understand better how we all serve our clients and identify a way we can work in unison to deliver the message about Financial Wellbeing.
Our intention is to discuss a particular topic each month either on how to develop coaching within your business or on a coaching topic. If you have any suggestions for topics you would like to be covered please let us know.
The topic for July is as schools break up, this will be an opportunity to reflect on what role financial wellbeing has in your business, and a chance for you to give us feedback on anything you need to move forward as a financial wellbeing expert
Free to attend, book your place here.
Next Round Table event: Thursday 8th July 11.00am
The IFW Round Table
Over the year we will be discussing a range of topics, all of which have relevance to one of the 5 pillars of Financial Wellbeing. It’s free for members to join in, share your knowledge and experiences with fellow members.
Unlike much of the IFW events, the round table is not intended to provide practical solutions! It is a debate about some of the theories and research that underpin our approach to financial wellbeing. You might have some ideas to contribute, or you might just want to listen to what is always a lively and informed discussion.
The topic for July is – Assessing a client’s attitude to risk is a requisite from the FCA. But how useful is it in practice? Is it even possible? And how does someone’s attitude to risk actually relate to their investment portfolios?
Join experts such as behavioural finance expert, Neil Bage, Dr Thomas Mathar, Insight Manager at Aegon’s Centre for Behavioural Research, financial planner Helena Wardle, Pat Ingram Head of Strategic Partnerships at Parmenion, and Chris Budd, Chair of the IFW, to debate this most important topic.
To reserve your space sign up here.
The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.