IFW Annual Conference 2020

This digital event is dedicated to the increasingly important topic of money and happiness.

About this Event

Welcome to the very first Initiative for Financial Wellbeing (IFW) Conference.

Taking place online the week beginning 21st September, our jam-packed online agenda covers 18 inspirational sessions over 5 days.

If you can’t make them all, don’t worry. You’ll be able to watch recordings of all sessions for 30 days after the event.

Our ambition is to create an open community of like-minded financial services professionals to meet and share ideas. At these digital events, you’ll be able to do just that. You’ll hear from experts on wellbeing and behaviours; discover why financial wellbeing gives great compliance, learn how to create happy working environments and much more. Delegate participation is very much welcome and we encourage you to pose questions to our speakers during the event.

You’ll also hear more about what the IFW does, and how you can get involved in changing the way financial planning and advice is delivered.

Who is this conference for?

This is a conference open to all. We want the debate about money and happiness to involve everyone.

If you are a financial adviser, coach, planner, paraplanner, practice manager, fintech startup, product provider, marketing expert, charity or just an interested party – the IFW will help you to help your clients become happier as well as wealthier.

Who is speaking?

Chris Budd, Founder & Chairman, IFW

The IFW and YOU

Chris founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust in March 2018. He is the author of four books, The Financial Wellbeing Book about money and happiness, and The Eternal Business, and two novels. His consultancy, The Eternal Business, helps business owners work out if selling to an Employee Ownership Trust might be their own succession plan. Chris writes The Financial Wellbeing Podcast.  Chris lives in Somerset with his family and too many guitars.

Henry Stewart, Founder & Chief Happiness Officer, Happy Ltd

The importance of creating client delight

Henry is founder and Chief Happiness Officer of Happy Ltd, originally set up as Happy Computers in 1987. Inspired by Ricardo Semler’s book Maverick, he has built a company which has won multiple awards for some of the best customer service in the country and being one of the UK’s best places to work. Henry was listed in the Guru Radar of the Thinkers 50 list of the most influential management thinkers in the world. His first book, Relax, was published in 2009. His second book, the Happy Manifesto, was published in 2013 and was short-listed for Business Book of the Year.

Jan Bowen-Nielsen, Founder & Director, Quiver Management Ltd

Coaching at the Heart of Financial Wellbeing

Jan Bowen-Nielsen is a renowned and award-winning executive coach, trainer, consultant, non-executive director and speaker. He is often called “The Coaches’ Coach” because he is the go-to person when advisers are looking to integrate coaching into their professional practice. He has trained thousands of coaches, managers and advisers in the art of coaching. In addition to running a team of 15 coaches in Quiver Management, Jan also enjoys running ultra-marathons and walking his dog.

Liz Zeidler, Founding Director, Centre for Thriving Places (formerly Happy City)

Measure, Understand and Improve Financial Wellbeing

Liz is an internationally recognised leader in sustainable wellbeing with over 20 years of experience in connecting, challenging and supporting change-makers. She has been a key part of the development of all Centre for Thriving Place’s wellbeing measurement tools and approaches. She is a globally in-demand speaker and advisor on community wellbeing and place-based approaches to measuring, understanding and improving wellbeing in all sectors.

Ophelia Hogan, Founder & Director, Ophelia’s Personal Coaching

Fitness & Nutrition; looking after your back health

Ophelia Hogan has been a qualified personal trainer since 1995 and supports clients to achieve positive and life-changing outcomes. Ophelia celebrates the individual and her aim is to ensure that clients understand what their bodies need to achieve their fitness, weight loss, back health and strength goals. Enjoying the journey is key to making lasting changes that can transform lives. Ophelia is committed to continuing her education to incorporate the latest fitness and nutrition research in her clients’ programs.

Sharon Critchlow & Nicky Marshall, Founders & Directors, Discover Your Bounce

The four elements of wellbeing for personal and team performance

Nicky Marshall started her working life in finance, trained to be a CIMA Accountant and, through her own health experiences during her three-year recovery from a stroke in 2010, she learned the importance of wellbeing, going on to train in a range of holistic therapies and stress management. Nicky identified that to create better health, more energy and a life worth loving individually we need to use daily techniques and make the right choices.

With a background in Accountancy, and as Operations and Compliance Director of a financial advisory business, Sharon Critchlow is now a popular conference speaker and writer in the areas of emotional intelligence, diversity and the future of work, as well as a range of wellbeing topics. She now uses her experience – alongside a Masters Level Advanced Certificate in Executive Coaching – to developing senior leaders and to helping businesses to grow their people capability. Sharon is also a Council member for the Association of Chartered Certified Accountants and sits on the Regulatory Board.

Neil Bage, Keynote Speaker & Director of Behavioural Insight, Be-IQ

Getting to the heart of financial wellbeing

Neil Bage is the co-founder of multi award-winning behavioural insight’s company Be-IQ. He is a specialist on the sub-conscious behaviours that drive our decisions, and is renowned for bridging complex scientific theory with real-world understanding, especially in relation to decisions that involve money. An energetic, powerful, and highly engaging speaker, Neil’s talks are a mixture of human evolution, psychology, biology, and compelling storytelling, all of which combine to reveal how people make important decisions that will impact their financial health and wellbeing. Neil also features frequently as a podcast guest, conference panel member, and is seen as a go-to expert in relation to human behaviour by consumer publications.

Martha Lawton, Consultant, & Creator / Co-host of Squanderlust podcast.

Why financial professionals should care about cognitive distortions

Martha is a financial educator, and former financial adviser, who has been helping people understand and use money better for over 14 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 with co-host, Alex Lemon, on her podcast Squanderlust.


Our Agenda is being updated regularly; please check back to see additional speakers / sessions. Thank you.

Please click here to download the agenda (PDF).

Time Day 1
Sept 21st
Day 2
Sept 22nd
Day 3
Sept 23rd
Day 4
Sept 34th
Day 5
Sept 25th
08:30Catherine Morgan & & Dennis Harhalakis
Coaches and croissants.
10:00Chris Budd
Welcome & Introduction (live).
Chris Budd
Welcome & Introduction (rec).
Chris Budd
Welcome & Introduction (rec).
Chris Budd
Welcome & Introduction (rec).
Chris Budd
Welcome & Introduction (rec).
11:00-12:15Keynote: Henry Stewart
The importance of creating client delight.
Keynote: Thoughts on wellbeing with Aegon, our IFW main partner.
Social Wellbeing Meet.
Sarah Sinclair
Topic: TBC
Martha Lawton
The Emotional Connection to Money.
Chris Budd
The IFW and YOU.
12:30Erik Porter
Workplace wellbeing
Jan Bowen-Nielson
Coaching at the heart of financial wellbeing.
David Scarlett
Stop chasing the money.
Nick Elston
Mental health.
Lee Healy
14:00-15:15pmLiz Zeidler
Measure, Understand and Improve Financial Wellbeing.
Neil Bage
Money is a key trigger of anxiety and worry – understanding the emotional/behavioural triggers.
Emma Beaston
Breakout discussion:
Chris Budd, Catherine Morgan, Tom Morris & Ben Fabi
"How can Financial Wellbeing be used in a Financial Planning business?"
Keynote: Sharon Critchlow
The four pillars of a Resilient, Happy Team
16:00-17:00Brian Portnoy
Members huddle
(Hosted Panel) Pat Ingram and Chris Budd
Can we change the way we give financial advice?
Emma Catherine
Art and Wellbeing.
Ophelia Hogan
Fitness & Nutrition; looking after your back health.
Panel Discussion:
What have we learned this week about wellbeing?
18:00-19:00Wellbeing Cocktail Hour.

How much does it cost?

IFW Members

Early bird tickets: £120+VAT
Regular tickets: £140+VAT


Early bird tickets: £160+VAT
Regular tickets: £180+VAT

Early bird booking deadline: August 17th

Get involved

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