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 several 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 are:
- Ruby Wax – Comedian, Presenter and Author (An interview about how financial wellbeing links to mental health)
- Phil Bray from the Yardstick Agency (Marketing Financial Wellbeing to people who don’t know what it is, or that they need it!)
- Dennis Harhalakis from Cambridge Money Coaching (Understanding our Money Behaviour)
- Martha Lawton – Consultant, & Creator / Co-host of Squanderlust podcast (Who wants to be normal?)
- Vanessa King – Action for Happiness
- Elizabeth Dunn – Co-Author of Happy Money: The New Science of Happier Spending (An interview)
- Chris Budd – our Founder & Chairman (Audit value and evidence of Financial Wellbeing in practice)
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.
Brand new for 2021 – The showcase challenge! Is your firm a Pioneer in Financial Wellbeing? If so, tell us how Financial Wellbeing has worked for your clients and your firm. We’re looking for Financial Wellbeing Champions to showcase their firms at our conference – find out more.
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?
Ruby Wax, Comedian, Presenter & Author
Ruby Wax is a highly successful comedian, and presenter, who had her own show on the BBC for 25 years interviewing among others, Donald Trump, Imelda Marcos, Madonna and O.J. Simpson. She is author of four Sunday Times best- selling books, and has also for the last 25 years been performing her live one-woman shows globally, until recently directed by the late Alan Rickman. She has a Master’s degree in Mindfulness Based Cognitive Therapy from Oxford University, and is a highly-acclaimed TedTalk Global speaker. She combines neuroscience, mindfulness and comedy in her recent tours and books, helping the world to find calm in this hectic 21st century. she was awarded an OBE for her services to mental health and is the founder of Frazzled Cafés, a place where people who are feeling frazzled can meet on a regular basis and share their personal stories in a safe, anonymous and non-judgmental environment. Where it’s “It’s OK to not be OK.”
Ruby a Visiting Professor in the School of Mental Health Nursing at the University of Surrey as well as holding an Honorary Doctorate from the School of Psychology from The University of East London and University of Staffordshire. She has also been awarded a City Lit Lifetime Fellowship, and was recently appointed Chancellor of Southampton University.
In her latest book “And Now for the Good News” (Published September ’20) Ruby examines how living in such a climate of fear we need to turn our attention to the possible. So Ruby’s searched out the green shoots in business, technology, education, community, health and food that may be sprouting even now and, if we tend to them with care, may just bloom into a spectacular future.
Dr. Elizabeth Dunn, Author of Happy Money: The Science of Happier Spending
Dr. Elizabeth Dunn is a professor in the Department of Psychology at the University of British Columbia. Dr. Dunn conducts experimental research on self-knowledge and happiness, with a current focus on how mobile technology can both support and undermine human well-being. She is the co-author of Happy Money: The Science of Happier Spending (Simon & Schuster) with Dr. Michael Norton. Her work has appeared in top journals, with three papers published in Science, and she has given talks at PopTech! and TED. She was selected as one of the “rising stars” in academia by the Chronicle of Higher Education in 2004 and was an honoree for the 2007 Mind Gym Academic Prize for pioneering work in positive psychology. In 2010, she received a New Investigator Award from the Canadian Institutes of Health Research, as well as UBC’s Robert E. Knox Master Teacher Award. Her research has been featured in hundreds of media outlets around the world, including The New York Times, The Globe and Mail, The London Times, Maclean’s, Time, and CNN. Dr. Dunn is also an avid surfer and skier.
Martha Lawton, Consultant, & Creator / Co-host of Squanderlust podcast.
Who wants to be normal?
Martha is a financial educator, and former financial adviser, 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.
Dennis Harhalakis Cambridge Money Coaching
Understanding our Money Behaviour
Dennis Harhalakis is a Certified Money Coach and founder of Cambridge Money Coaching. He works with individuals, couples and families to help them improve their relationship with money, and develop frameworks for positive communication around money. He also works with financial services firms that want to become more connected with clients, as well as running workshops to support financial wellbeing for employees of all organisations. Prior to becoming a money coach, Dennis spent 30 years in Wealth Management, setting up and running product platforms in the UK, US and Asia. He has worked with clients from all areas of the world, and is now based in Cambridge.
Phil Bray The Yardstick Agency
Marketing Financial Wellbeing to people who don’t know what it is, or that they need it!
Phil has worked in financial services for over 20 years. He started at the coal face as a financial adviser before moving into marketing. He was head of marketing at a financial planning practice and network before setting up The Yardstick Agency in 2017. Phil had three aims when setting up The Yardstick Agency; to help more consumers connect with financial advisers and planners, to help advisers and planners market themselves more effectively and to provide jobs in Nottingham. The Yardstick Agency is now the highest-rated agency specialising in financial services and has a team of 29 people providing marketing strategy, websites, branding and design services, blogs, newsletters and inbound marketing to its clients.
Chris Budd, Founder & Chairman, IFW
Audit value and evidence of Financial Wellbeing in practice
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.
Our Agenda is being updated regularly; please check back to see additional speakers / sessions. Thank you.
Conference agenda coming soon.
|Time||26th May||27th May|
|08:30-09:00||Coffee & Croissants|
Welcome & Introduction
Welcome & Introduction
|09:30-10.15||Andre Manson -Aegon|
Financial Wellbeing - Money and Mindset
Marketing your business in a Financial Wellbeing Way
|10:15-10:45||Round Table with Liz Zeidler
Financial Wellbeing Tool
Audit value and evidence of Financial Wellbeing in Practice
A 'normal' individual - How can advisers and coaches have productive conversations with clients about their ideas of what's 'normal', so their financial lives reflect the right balance of individuality and social belonging
|12:00-12:30||Round Table with Kim Bendall |
Paraplanning for wellbeing
|Round Table with Helena Wardle |
|12:30-13:30||Lunch break||Lunch break|
Understanding our Money Behaviour – how insights from Money Coaching can help us to support clients and improve [financial] wellbeing’.
Action for Happiness
|14:15-14:45||Round Table with Lorraine McFall
|15:15-16:00||Ruby Wax |
|Paraplanners fireside chat with Benjamin Fabi & Rebecca Tuck|
|16:00-16:30||Round Table with Julie Lord |
Attracting millennials and referrals with Gretchen Betts & Ellie Austin-Williams
|Round Table with Russell Facer & Michelle Hoskin |
Financial Abuse; recognising the signs of vulnerability
Wrap up and what's on tomorrow
|16:30 Elizabeth Dunn|
Summarising the event and goodbye