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: Thursday 8th September 2022, at 11am

The IFW Roundtable

This is the place for deep, exploratory dives into big, and sometimes complex, ideas. Join the experts for an informed discussion!

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

The next Roundtable is at 11am on Thursday 8th September, when Rohan Sivajoti introduces the topic:

‘How diversity can empower your business.’

Rohan is a Co-founder, Director & Head of Innovation at NextGen Planners.

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.

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

  • 6th October – Graham Wells introduces the topic: ‘How do we prepare clients to get the most from our meetings?’
  • 3rd November – Samantha Secomb introduces the topic ‘Gender Split – is there a difference between the ways we have discussions with males, females and others… Should there be?’
  • 1st December – Ruth Sturkey introduces the topic: ‘It’s All Relative – engaging the  family members of clients.’
  • January – Chanelle Pattinson introduces the topic: ‘Age Matters. Engaging younger people both as clients and into the adviser/planner/coach profession.”

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 13th September, 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 13th September, when financial educator and coach Martha Lawton presents:

‘Understanding and supporting clients who have ADHD.

Martha Lawton is a financial educator and coach who has been helping people understand and use money better for over 15 years. She has facilitated hundreds of workshops on day-to-day money management as well as running awareness raising campaigns and other financial wellbeing projects. Her work has given her a deep insight into people’s emotional and psychological responses to money, which she discusses on her podcast Squanderlust. She was diagnosed with ADHD in January 2021.

Our Wellbeing Cafe hosts are IFW members Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy, and Andrea Varga, Financial Coach & Legacy Planning Consultant at Wensons.

Book here.

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

  • 11th October – John Pepin, Chief Executive of Philanthropy Impact presents ‘Why, when and how to talk to clients about philanthropy.’

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 22nd September 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 22nd September 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.

The Forum topic on 22nd September at 9am is:

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

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

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

Book here.

Upcoming dates for your diary for The Forum:

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.

Next Regional Meetings: October 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.

The next batch of quarterly regional meetings will be in October 2022.

The July sessions examined how we can help clients prepare for financial shocks, and were crammed with great suggestions, recommendations and points to mull over.

We’ll share the October discussion topic and dates as soon as possible.

These are the regions.

London and South East of England 

Midlands and East Anglia

Scotland, NI, Ireland and North of England 

Wales and South West of England

If the date for your region doesn’t suit, you’re always welcome to attend another.

Booking link coming soon.


25th October 2-5pm

Changing Times: Meet The Client Demand for Philanthropy and Social Investment Advice

Philanthropy. Photo by Ben White on Unsplash1

We have teamed up with Philanthropy Impact to offer you access to a webinar all about how and why to talk to clients about philanthropy (hint: because giving makes us happy!).

As an IFW member you’re eligible for a 10% discount, so that you’ll pay the special price of £405 instead of £450.


•Bring greater depth to your relationships by displaying
your commitment to support clients on the causes they
care about
•Learn amongst like minded individuals in an interactive, idea driven environment
•Help your clients live their values and achieve their goals
•Acquire the knowledge, skills, and tools to leverage best practice and become a pioneer in this emerging field
•Receive 3 CPD points and a free copy of the Philanthropy Impact online handbook – your go-to resource for delivering an effective philanthropy advice service – and an optional  follow up 1-hour consultation with Philanthropy Impact.


By attending this innovative online workshop, you will:

•Gain an understanding of the commercial opportunities that lie ahead
•Develop your philanthropy and social impact investment knowledge
•Learn practical skills to better support your clients’ expectations and needs.

The webinar will be run byJohn Pepin, CEO, Philanthropy Impact and Heiko Specking, Founder, specking+partners.

Book here.


24th May 2023

The Annual IFW Conference

Please do complete our post-conference survey for attendees or non-attendees to help us make 2023’s get-together even better!

In 2023 we expect to return on 24th May, most likely in the Swindon area.

In 2022, we were back in person with a face-to-face event in Bristol.

We also hosted a special social event the eventing before.

More details to come.

Get involved

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