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.

Earlybird tickets for 2021 are now available to buy here – if you purchased a ticket for 2020 before 14th September you will receive a separate email with your 20% discount code.

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.

Mark Pittaccio, Behavioural Economist - 9th February 1.00pm

Wellbeing Café

This month IFW member Mark Pittaccio joins us in an introduction to Behavioural Economics and research into the personality and wellbeing of successful financial advisers.

Mark is a leading behavioural economist, key-note speaker and consultant with over 35 years of professional experience. His areas of research include financial psychology, trust, personality and wellbeing.

Book Tickets Here

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 the 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.

Get involved

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