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.

Tuesday 9th November 2021 at 10.15am

IFW Discovery Event: Non-Members Welcome!

You are invited to our virtual open day on 9th November where you can find out more about the vibrant discussions and learning opportunities included in IFW membership and everything you can gain through being a member.  The agenda includes:

  • An overview: What is Financial Wellbeing?
  • Roundtable discussion on: How can Financial Wellbeing help you and your clients thrive in future?
  • An insight into the IFW Audit
  • Reporting on Financial Wellbeing Research
  • An introduction to our Workplace Wellbeing programme
  • Our monthly Wellbeing Cafe which is one of our monthly member events
  • We will be finishing with an open Q & A session where you can ask us anything about Financial Wellbeing or how the membership works

Book your free place here.

Regional Events

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 9th November

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.

In November we welcome Anthony Tasgal. Anthony is a trainer, author, speaker and brand strategist. He also lectures at the London College of Communication, Bucks New Uni, Nottingham Trent and Beijing Normal University Zhuhai. He is the author of the award-winning “The Storytelling Book”: his book, “The Inspiratorium” is a compendium and “collide-a-scope” of insight, inspiration and curiosity.

Next Forum: Thursday 28th October at 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.

This month your host will be Graham Wells, who will guide you through how we can share our stories to potentially resolve client challenges. Are you stuck with a particular client?  Do you have a client who will not take action?  Is there an aspect of your practise that is bothering you? A problem shared is a problem halved…. Come to the next forum where you will have the opportunity in a safe, confidential environment to be coached by your peers. This will be a great opportunity for us all attending to give us time to think, to learn great coaching questions from each other and to share the benefit of any experiences we have had.

Attendance of this event contributes to your unstructured Continuing Professional Development (CPD) requirements.

Free for IFW members to attend, To reserve your place sign up here.

Next Roundtable event: Thursday 4th November at 11.00am

The IFW Roundtable

Unlike much of the IFW events, the roundtable 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.

It’s free for members to join in and share your knowledge and experiences with fellow members.

The topic this month is: How can we link advising and/or coaching and sustainable investment so that we can help clients make financial choices in line with their values?

Our host is Funmi Olufunwa, a financial coach helping people to understand their relationship with money and how they can earn, spend and save it and be money confident.

Join the experts for a lively debate. Free for IFW members to attend, to reserve your place sign up here.

Dates for your diary for upcoming Roundtable discussions are:

  • 2nd December 2021
  • 6th January 2022
  • 3rd February 2022
  • 3rd March 2022
  • 7th April 2022
Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

IFW Talkback Session

The IFW Annual Conference returns to the real world in May 2022, taking place at The Bristol Hotel in Bristol. There will be a packed day of talks, discussions and networking opportunities. We’re lining up some amazing speakers and topics, including national clinical champion for social prescribing Dr Michael Dixon, former Bank of England analyst and the Editor of Exploring Happiness Elliot Jones, plus Alison Gray, financial wellness advocate and Director/CEO of Wellthy.

But we’d like to hear from you. Who would you like to learn from and be inspired by at the IFW Annual Conference? What Financial Wellbeing topics would you love to learn more about? We want to put together an agenda that excites and engages, and your input is vital to this.

This is your opportunity to directly influence the agenda!

Get involved

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