I recently introduced the IFW Insights series. These bespoke resources are designed to elevate interactions with clients, and are created in collaboration with and for IFW members. The series includes resources aimed at the public too, so even if you know nothing about finance you can benefit from IFW members’ expertise to make your financial life easier and less stressful.
In October 2024, we released Guidelines for discussing legacy planning, the first IFW Insight directed at the consumer market and created in collaboration with IFW member and financial coachย Dennis Harhalakis.
This month I have released How, & why, to build an emergency fund, created in collaboration with IFW member Kim Uzzell of the Financial Wellbeing Academy. Download How, & why, to build an emergency fund as a PDF by clicking on the link and use it to protect yourself from the challenge of financial shocks.
Have you used any of these IFW membership resources yet? Are there any topics youโre keen for us to cover? Let us know by commenting before or emailing members@ifw.org.uk
Judy, IFW Community manager
