One of the IFW guiding principles is to provide a meeting place for the sharing of ideas. Our events allow the IFW community to come together, share ideas, develop tools, and have fun!

Next Roundtable event: Thursday 3rd February 2022, at 11am

The IFW Roundtable

Unlike many IFW events, the Roundtable is not intended to provide practical solutions. It is a conversation about some of the theories and research that underpin our approach to financial wellbeing. Join the experts for an informed discussion!

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

thomas-matharFor the February 2022 session of the IFW Roundtable Dr Thomas Mathar (Insight Manager, Centre for Behavioural Research for Aegon UK) will introduce the topic:

How to (and how not to) sell a Financial Wellbeing agenda.

Book here.

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.

Dates for your diary for upcoming Roundtable discussions are:

  • 3rd March 2022 – at the special time of 2pm – Neil Bage introduces the topic:
    Can you picture your future self? How can we help clients visualise how choices made now will lead to a more fulfilled future self?
  • 7th April 2022 – Harjeet Heer introduces a topic based on recent IFW financial wellbeing research:
    The gap between IFA-required competences and what clients actually want from advisers.
  • 5th May 2022 – Helena Wardle introduces the topic Helping clients enjoy their money.

The Roundtables are free monthly events (among many that members can take part in) for IFW members, so if you want to come along and join the discussion, sign up for only £10 per month plus VAT here.

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

Next Cafe: Tuesday 8th February, at 1pm

Wellbeing Café

Wellbeing Cafe image

The Wellbeing Café 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.

Nick HowellAt 1pm on Tuesday 8th February at 1pm, our speaker is Nick Howell, a coach and leadership specialist whose interest lies in identifying powerful people-orientated questions that open up the doorway to clarity, focus and useful information, helping client, coach and adviser alike to have more meaningful, productive, enlightening conversations, relationships and outcomes.

Nick will present the topic:

‘How can we develop the confidence to encourage our clients to feel safe in our hands?’

Our Wellbeing Cafe host is IFW member Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.

Upcoming dates and speakers for your diary for the Wellbeing Cafe at 1pm are:

  • 8th March 2022 – Sharon Tanton – ‘How do we encourage clients to identify and communicate what makes them tick and what matters to them?’
  • 12th April 2022 – Simonne Gnessan – ‘How to prevent your inner chimp taking charge of your money.’
  • 10th May 2022 – Phil Bray presents the topic: ‘95% of clients say that they would recommend their planner but only 35% of them ever do. Why? And how can we reduce this gap?’

Book here.

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

10th February 2022

Discovery Event

Our next Discovery Event is now available to book into to discover more about financial wellbeing and the IFW

Agenda – Thursday 10th February 2022

10.30-10.45am – Who are we and how do we benefit our members? What is Financial Wellbeing? IFW Founder & Chair Chris Budd and CEO Nick Marsh share the thinking behind and the future of what we do, as well as how you can be part of the change for good.

10.45-11am – How could financial wellbeing help you and your clients thrive in future? A recent FWC course graduate explains how the Financial Wellbeing Certificate has improved conversations with clients.

11-11.15am – The IFW Audit – For Adviser firms. Gianpaolo (GP) Mantini of Higgins Fairbairn Advisory will talk about how not passing the IFW Audit first time made him take a long look at his business’ interactions with clients and the proactive changes he is planning as a result.

11.15-11.30am – Reporting on IFW research. Harjeet Heer heads up the IFW’s research stream. He will share why conducting research is so important, how we go about it, and summarise what we have delivered to date on ‘nudges’, ‘competences’, and ‘interactions’. Find out how you can get involved and how we’re using these findings to deepen and broaden Financial Wellbeing understanding.

11.30-11.45am – Coaches and planners working together. Lorraine McFall reveals how these financial experts can learn from and work with each other to enhance working practise and improve client engagement.

11.45am-12pm – Your chance to ask questions about anything to do with Financial Wellbeing and membership of the IFW.

It’s free to attend and is open to both IFW members and non-members.

Book here.


Next Forum: Thursday 17th February, at 9am

The Forum for Coaches & Planners

This monthly meeting is for all coaches and planners with an interest in coaching. It is an opportunity to meet new people, understand better how we all serve our clients and identify ways 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 next session of The Forum is on 17th February. 

The topic is:

What three things would you like to understand about planners (if you’re a coach), and about coaches (if you’re a planner)?

Upcoming dates for your diary for The Forum are:

  • 17th March –
    Write a letter that you’ll open up at the end of the next financial year – who are you by then and what
    have you done to get there?
  • 21st April 2022

Book here.

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

Next Regional Meetings: April 2022

Regional Events

As a member-focused organisation, we want to create a meeting place for like-minded individuals. Our quarterly 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.

Our next batch of these quarterly events will be in April 2022.

23-24th February 2022

The Watercooler

The IFW are proud to be partnering with The Watercooler Event which is a free to attend, two-day exhibition and conference on workplace wellbeing and the future of work. The event brings together the very latest thinking from over 100 experts, alongside actionable and tangible solutions, to holistically support health, mental health and wellbeing of employees across the UK and beyond.

The world of work is changing at an exponential rate. With workplace wellbeing high on the board agenda it’s crucial professionals understand the challenges, the trends and the solutions that are immediately available to them and their organisations:

Join us for invaluable insights into the future of workplace wellbeing and register your place here

Get involved

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