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!

25th May 2022

The Annual IFW Conference

***Recordings of the IFW Invest in Wellbeing Conference will soon be
available for purchase***

please do complete our post-conference survey for attendees or non-attendees to help us make next year’s get-together even better!

This year we’re back in person with a face-to-face event held at The Bristol Hotel, right on Bristol’s beautiful waterfront.

There’s also the opportunity to join us the night before for a special social event.  We’ve got several keynote speakers and breakout sessions already lined up and we’d love to see all our members there plus anyone who has not yet joined the IFW but who has a keen interest in Financial Wellbeing.

For more details and to access our Conference events page, click here.

Thursday 30th June, at 10am

Compass Webinar for IFW members


One of your IFW membership benefits is free access to Compass, a learning resource from The Martin Gallier Project.


Compass is designed to improve your understanding of mental health and heighten your ability to support more vulnerable clients.


This half-hour webinar, at 10am on Thursday 30th June, will equip you to make the most of this brilliant tool.


Next Regional Meetings: July 2022

Regional Events

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

Following the face-to-face regional meetings at the IFW Conference in Bristol, we will be back on Zoom for July.

Topic for July 2022: How do we help clients prepare for financial shocks?

Here are the dates:

London and South East of England 10am Wednesday 6th July

Scotland, NI, Ireland and North of England 11am Friday 8th July

Wales and South West of England 10am Thursday 14th July

Midlands and East Anglia  3pm Thursday 14th July

If the date for your region doesn’t suit, please feel free to attend another.

Click here to choose your preferred meeting and book.


Next Roundtable: Thursday 7th July 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.

Alex Whitson

The next Roundtable is at 11am on Thursday 7th July, when Alex Whitson, Managing Director, VouchedFor, introduces the topic:

‘How to make brilliant first impressions with clients (fuelled by insights from 50k+ prospect reviews).’

Book here.

Alex runs VouchedFor, the UK’s largest financial adviser review platform.

He is passionate about championing the value of good advice and making it accessible to more people.

Alex’s team recently launched Elevation, a platform that uses insights from over 250,000 client reviews to help improve client experience.

Before VouchedFor, Alex was a Managing Director at Haymarket Media Group, overseeing the growth of the company’s global digital and event revenues.

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.

Following a break in August, dates for your diary for upcoming Roundtable discussions are:  

  • 8th September – Rohan Sivajoti introduces the topic: How diversity can empower your business.
  • 6th October – topic and speaker TBC

IFW 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 £15 per month plus VAT here.

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

Next Cafe: Tuesday 12th July, 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.

Our next Wellbeing Cafe is on 12th July, when Clinical Hypnotherapist Kerry Seymour presents:

How neuroscience can help us support our clients to make good financial choices.’

Kerry works from her online practice in North Somerset helping people to take control of their life so that they can go from surviving life, to thriving in life. She helps her clients to understand how their brain works so that they can get it working with them and rather than against them. This means they can then take back control from the exhaustion of stress, anxiety and overwhelm so that they can build their confidence and self-esteem and discover the best version of themselves.

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

Book here.

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

  • 13th September – Financial educator and coach Martha Lawton presents: ‘Understanding and supporting clients who have ADHD.’
  • 11th October – topic and speaker TBC

Wellbeing Cafes are free monthly ‘lunch and learn’ events for IFW members, so if you want to come along and learn from experts, sign up for only £15 per month plus VAT here.

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

Next Forum: Thursday 21st July, 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 21st July 2022. 

Lorraine McFall, financial coachOur host is Lorraine McFall, a financial coach and founder of Money Matters Financial Coaching who uses her coaching, legal and financial experience to help clients achieve financial wellbeing.

At the IFW Roundtable on 7th July, Alex Whitson of VouchedFor introduces the discussion topic: ‘How to make brilliant first impressions with clients.’ Following on from this discussion about how to win clients, the next Forum will focus on the skills we need to keep those clients.

The Forum topic on 21st July is:

How to gain long-term loyalty from clients:

  • How do your clients see your role as a financial planner or coach: one-night stand or long-term relationship that enriches every aspect of their life?
  • How do you develop their loyalty to become the latter?

Book here.

Upcoming dates for your diary for The Forum:

22nd September – Back to school – learn about overcoming the barriers to enriched client discussions.

A practical session where we will coach each other in small groups on how to improve client conversations.

We will bring a coaching tool to examine your strengths and areas you can build on.

20th October – How to frame conversations that unearth clients’ most secret money anxieties.

17th November – Three ways silence can empower conversations with clients.

The Forum for Coaches & Planners is a free event for IFW members. If you want to come along and join the discussion, sign up for only £15 per month plus VAT here.

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

25th & 26th May 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.