One of the IFW guiding principles is to provide a meeting place for the sharing of ideas. Our events allow our community to come together, share ideas, develop tools, and have fun! We’d love to welcome you to one of our future events.

IFW Annual Conference 2021

Dates have now been confirmed for our 2021 Annual Conference which will take place online on 26th & 27th May 2021.  We are working on an inspirational programme of seminars, workshops and best practice discussions with the aim of sharing the ‘how to’ of Financial Wellbeing.  You can find details here regarding speakers we’ve confirmed so far and the outline itinerary; this page will be regularly updated.

Tickets for 2021 are now available to buy here

Regional Events

As a member led 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. A mixture of speakers and social interaction, the regional events are a key part of being a member of the IFW.  Regional Events take place quarterly and you can find forthcoming meetings here.

Wellbeing Café

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 8th June and details will be published shortly.

Tickets are free for IFW members so if you have not received the promotion code contact

The Forum for Coaches & Planners. Understand better how we all serve our clients and identify a way we can work in unison to deliver the message about Financial Wellbeing

Coffee & Croissants

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.

Book your place on our forthcoming meeting here.

Next Round Table event: 6th May 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.

To reserve your space sign up here.

Get involved

The initiative will be member-led. We’d love to hear from individuals and organisations who would like to get involved.