IFW Annual Conference 2021

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

About this Event

Welcome to the second Initiative for Financial Wellbeing (IFW) Conference entitled “Making Happiness Pay”.

This event will take place online over 2 days on 26th & 27th May 2021.  There’s a packed agenda to include a range of inspirational subjects from 8 speakers coupled with an increased number of opportunities for discussions, socialising and networking, all from the comfort of your own home or office.

The speakers we have confirmed so far include:

  • Chris Budd – our Founder & Chairman
  • Phil Bray from the Yardstick Agency
  • Dennis Harhalakis from The Money Coaching Institute
  • Sonja Lyubomirsky – Author or bestseller ‘The How of Happiness’
  • Martha Lawton – Consultant, & Creator / Co-host of Squanderlust podcast.

We will continue to update this page with more information as well as the full programme and topics.

Our ambition is to create an open community of like-minded financial services professionals to meet and share ideas. At this digital event, you’ll be able to do just that.  You will hear from experts on the science of wellbeing; exploring if money really does make us happy, financial wellbeing coaching practices and so much more.

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.

It is also CPD accredited so you can take care of your annual CPD in one week!

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.

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 26th May 27th May
09:00-09:30Chris Budd
Welcome & Introduction
Chris Budd
Welcome & Introduction
10:15-10:45Discussion session
Discussion session
12:00-12:30Discussion sessionDiscussion session
12:30-13:30Lunch breakLunch break
14:15-14:45Discussion session
Discussion session

16:00-16:30Discussion session Discussion session
19:00-20:30Social EventSocial event

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


Get involved

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