Join the IFW

We are a non-profit membership organisation working towards shifting the focus of the finance services industry away from selling products and towards the discovery and understanding of what clients actually want from their money by providing a forum for learning, sharing and growing.

You can read our Mission and Vision here.

The Institute for Financial Wellbeing, or IFW for short, is open to all who wish to better understand their relationship with money and works with members of the financial advice, financial planning and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier.

As part of our membership communications, our Community space is an interactive place where our members can share ideas, ask questions, network and gain more financial wellbeing knowledge. Here’s a handy handy guide on how to use it.

Already a member? Visit your IFW community.

Visit your IFW membership resources portal.

The Portal is where you will find recordings of previous Wellbeing Cafes and Roundtable discussions, as well as financial wellbeing tips and other resources and recommendations.

Here’s your navigation guide for the IFW membership portal.

Find the right membership for you:

Individual Member

You might be an Independent Financial Adviser, a Financial Planner, a Financial Coach, a Para-Planner, or anyone interested in Financial Wellbeing.

The benefits of IFW membership include:

A meeting place to explore and promote financial wellbeing

In addition, you will receive:

Unlimited access to our membership portal of curated and bespoke financial wellbeing resources
Paid access to accredited learning programmes
Unlimited access to our members-only online community
Free access to bespoke financial wellbeing research white papers
Free access to monthly Roundtable discussions, Wellbeing Café lunch and learns and learning discussions at the Forum for Coaches & Planners
Special member prices on IFW Conference tickets and external training opportunities
The opportunity to share learning and experiences and be part of the community that’s creating positive change across the finance industry.

The cost is just £15 plus VAT per month.

To join the IFW, click here.

Why become a member?

“The focus of the IFW is helping people to take control of their lives and create peace of mind around their finances. That’s what I do for a living, so why would I not join in with likeminded people? I love the wide range of disciplines and ideas that we access to help us be better at what we do. The IFW provides access to different ideas and ways of communicating with and helping our clients.” Nicholas Lee, Making Sense of Money

“The Institute for Financial Wellbeing brings together a great group of people at the forefront of changing people’s relationship with their money.” Ian Kemp, Serenity Financial Planning

“The IFW offers a great community and events, bringing a useful, effective and much needed element to our offering, The consideration of wellbeing in relation to serving financial planning clients can turn what is already an amazing career into a calling.” Emily Pool, Happy Planet Financial Planning

Read the IFW Membership Charter here.

Partner Member

It is our intention to develop a tiered structure for Partner Members, based upon the chosen level of engagement, balanced against the level of contribution, as described below.

The basic package that a Partner Member is offered is:

The IFW Partner Member logo to use on your website and emails
Visibility on the IFW website
Ability to participate in online events
Access to research findings

From there as a Partner you may choose those activities that you wish to engage with and a bespoke package is developed and a contribution agreed upon, such as:

The ability to fund and engage with research projects
To deliver co-branded IFW content/webinars
Survey IFW members
Exhibit and sponsor at IFW conference
Access to IFW learning programmes
Speak at the IFW conference
Consultancy on product development or embedding financial wellbeing in your business
Deliver workplace wellbeing workshops
Participate in the development of new financial planning tools
Opportunities to support IFW e.g. provide meeting space for regional meetings
Produce co-branded blogs and content
Develop co-marketing communications plan.

Please get in touch with us to discuss what you want from your membership, and we will tailor a package to suit you. Learn more

To view IFW Partner Members please click here.

Corporate Member

We appreciate that larger advice firms may prefer to offer membership of the IFW to their employees. This may also include other opportunities of working with the IFW, for example, joint research projects.

Get in touch, and we’d be happy to discuss this with you.

All our members receive:

Unlimited access to our membership portal of curated and bespoke financial wellbeing resources
Paid access to accredited learning programmes
Unlimited access to our members-only online community
Free access to bespoke financial wellbeing research white papers
Free access to monthly Roundtable discussions, Wellbeing Café lunch and learns and learning discussions at the Forum for Coaches & Planners
Special member prices on IFW Conference tickets and external training opportunities
The opportunity to share learning and experiences and be part of the community that’s creating positive change across the finance industry.

In addition, Corporate membership benefits include the following:

Opportunities to get involved with bespoke financial wellbeing research including option to influence and fund or co-fund the research paths we select
A monthly Corporate-only newsletter on upcoming IFW events
The option to take part in quarterly update sessions to track progress and engagement (let us know if there’s anything you’d like to us to share with IFW members). One of these will be a group session where you have a chance to meet and network with other corporate members
Visibility on the IFW website as a company at the forefront of financial planning, including your company logo and bio
Discounts on IFW Conference tickets for you and your employees

View the IFW’s Corporate Members.

Download the IFW’s Corporate Membership brochure.

Research Member

IFW research members are Universities and academic institutions. Joining as a research member provides you with:

The ability to take part in & deliver research
Access to National & regional speaking opportunities
Access to research announcements
The ability to exhibit Nationally & regionally
Access to member survey data
The opportunity to place content in the IFW monthly newsletter
A listing as Research Partner on IFW website / Ability to use IFW logo.

To view IFW Research Members please click here.

Associate Member

In the interest of supporting and achieving our mission and vision, the Institute of Financial Wellbeing collaborates with organisations actively working towards active positive changes in the UK’s financial services industry and across financial education generally.

Associate Membership of the Institute is a no-cost affiliation, open to non-profit and charitable organisations with an interest in the topic of money and wellbeing, and who offer education and support services to those in need.

Please contact members@ifw.org.uk for further information.

The IFW’s Mission

Our purpose is to educate, empower and support people of all ages in every community to feel safe and confident around money by creating a space for conversation, collaboration and positive change.

The IFW’s Vision

To have been instrumental in ensuring every adult and child has access to a financial wellbeing pathway by 2030.

Get involved

We love to hear from individuals and organisations who would like to get involved.