20th May 2025
The IFW Annual Conference 2025
The IFW Annual Conference will take place on 20th May 2025, with an optional awards dinner and networking event on the evening of 19th May.
This year’s themes:
Identify>Understand>Implement
Earliest Bird tickets are available exclusively to IFW members until 10th November 2024.
If you’re interested and aren’t yet an IFW member, you can find out how to join us here, or get in touch by email members@ifw.org.uk
Grab your IFW Conference ticket now!
Weâve booked the venue, set the date and weâre putting together a programme packed with insights, inspiration and ideas for you to put into action.
When 19th & 20th May 2025 (Expert-led talks and discussions on 20th May with an awards dinner and networking on the evening of 19th May)
Where Belton Woods Hotel, Spa & Golf Resort, Belton NG32 2LN
What Two days of networking opportunities, talks from experts and discussions with likeminded professionals
What last year’s delegates say:
âI have been for last three years and I love the content, informality and, of course, catching up with fellow advisers and planners.â
âItâs an opportunity to hear perspectives not usually included in the standard
financial conference.”
âThis is the future of financial planning and I would encourage every financial planner to attend the conference next year to help kick start their financial wellbeing journey.â
âI’ve been to them all and the content here is always original and thought-provoking.â
âIt’s such a unique group of thought-leaders and people putting their learning into practice for the greater good. The IFW is great for Financial Planners as every event is a reminder that it really isn’t just about the numbers.â
âThis is the future of financial planning and I would encourage every financial planner to attend the conference to help kick start their financial wellbeing journey.â
If you’ve already paid a deposit to secure your place, we’ll let you know your booking link soon.
Next session: 1pm, Tuesday 5th November
Tools & Tactics â âHelping clients understand their uniqueness.â
This quarterly session is for all coaches, planners, paraplanners and other financial individual with an interest in financial coaching. It offers an opportunity to meet new people, understand better how we all serve our clients and identify ways we can work in unison to deliver the message about Financial Wellbeing.
To better reflect the practical tips provided at these sessions, the Forum is now called Tools & Tactics.
The next event is at 1pm on Tuesday 5th November 2024.
Alongside Lorraine McFall, guest Paul Claireaux will open the topic:
Helping clients understand their uniqueness. Book here.
Your key learning points
In this session, you’ll learn how financial planning clients can benefit enormously from understanding:
- The many dimensions of our uniqueness â and why they matter when planning our money.
- How ‘over-egging’ our view of our uniqueness can hinder the financial planning process.
- How our ‘values’ are different to ‘what we value’.
Initially established as a forum where planners and coaches can learn from one another, this is the place to discover how to dig deeper in client meetings for better results, whether thatâs via financial coaching tools or simply learning to use a momentâs silence to allow room for your clients to realise what they really want to ask or tell you.
Breakout rooms are a common feature of these sessions, allowing you to get into small groups to discuss questions posed by the topic. Thereâs also plenty of time to ask questions and share your own hard-won knowledge.
Your Tools & Tactics host â Lorraine McFall
Lorraine McFall is a financial wellbeing coach and founder of Money Matters Financial Coaching who uses her coaching, legal and financial experience to help clients achieve financial wellbeing. Lorraine equips her clients with the skills they need to develop better money habits, identify their financial goals and develop a plan to achieve them while exploring any self beliefs or behaviours that impact their relationship with money and the results they achieve.
Your Tools & Tactics guest â Paul Claireaux
Your guest speaker Paul Claireaux studied engineering at university and then spent 25 years in Financial Services: in broker sales, marketing and leading product developments. Paul has also advised clients as a wealth manager and trained as a financial coach.
In 2013 Paul published the book ‘Who can you trust about money?’ and now writes consumer-facing educational content for leading financial services firms. Paul is currently working with a Doctor of Psychology on a series of âMoney Mindsetâ Insights.
Registration
IFW Members IFW Tools & Tactics are free monthly hour-long learning opportunities for IFW members.
Non-members may attend once to get a taste of what weâre talking about.  If you want to come along and learn from experts, sign up here for only ÂŁ15 per month plus VAT.
IFW Tools & Tactics now takes place every 3rd month, usually on the 2nd Tuesday at 1pm. Please note the change in day & time.
Next Wellbeing Café: 1pm, Tuesday 3rd December
Wellbeing CafĂ© â Why your business canât afford to ignore financial first aid.
Our Wellbeing Cafés are your talks from experts on subjects related to financial wellbeing, followed by time for a discussion and Q&A.
The next Wellbeing Café is at 1pm on Tuesday 3rd December, when IFW Vice Chair Hiren Panchal will host Rachel Harte and Stacey Lowman of Money First Aid. Rachel and Stacey will present:
âWhy your business canât afford to ignore financial first aid.â
Members (& non-members attending for the first time) can book here for the Wellbeing Café.
Your key reasons to attend:
- Discover what money first aiders provide and why increasing numbers of companies need them.
- Get a taster of money first aider training.
- Understand what these skills can add to your business offering.
Attendance of these events contributes to your structured Continuing Professional Development (CPD) requirements.
Your guest speakersÂ
Rachel Harte has 18 years of experience in the financial services industry. She is a Chartered Financial Planner and has advised high net worth clients on all areas of financial planning before joining a UK fintech start-up in 2020 to co-develop the first digital financial coaching experience for the workplace. This included developing independently accredited training programmes and championing the emerging financial coach profession.
Rachel is an Education Champion for the Personal Finance Society running free financial education workshops in schools.
She also has an EMCC coaching accreditation, is a Mental Health First Aider and a young person’s life coach at Leeds University.
Stacey Lowman has 16 years of experience in the investment industry, working for global corporates, fintechs and startups, in Europe, Asia and Silicon Valley. She has been an accredited financial coach since 2016.
Stacey set up her own Financial Coaching business in 2018, with a focus on financial wellbeing and values-led money management for positive impact.
Stacey joined a UK start-up in 2021 to co-develop the first digital financial wellbeing experience for the workplace. She has various financial and investment qualifications and two years of psychotherapy studies. She was also a Career Coach and Learning Designer for Escape The City, supporting people transitioning into purpose-driven work.
Your Wellbeing CafĂ© Host â Hiren Panchal
Your Wellbeing Café host is IFW Vice Chair Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.
In addition to providing independent financial planning advice for individuals, Hiren works with employers to design and implement benefit packages as well as provide financial education in the workplace.
Registration
IFW Members Wellbeing Cafés are free events for IFW members.
Non-members may attend once to get a taste of what weâre talking about. If you want to come along and learn from experts, sign up here for only ÂŁ15 per month plus VAT.
IFW members can view recordings of previous sessions in the IFW Membership Resources Portal. If you’re an IFW member and can’t log into the Portal, let us know by emailing members (at) ifw.org.uk and we’ll resolve that for you.
Your November IFW session will be Tools & Tactics.
Dates for your diary for upcoming Wellbeing CafĂ© talks & discussions at 1pm:Â
14th January 2025 â âHow to address the gender pension gapâ with Jessica Best.
Book here: https://theifw.kartra.com/calendar/WCJan25
Key learning points:
- What is the gender pension gap?
- What is the importance of this issue in modern-day society?
- What can I do to help tackle the gender pension gap as in my professional life?
*Past IFW event â look out for more like this*
*Bonus event!* Measuring financial wellbeing.
In this special hour-long webinar at 2pm on Wednesday 25th September, Chris Budd introduced the Financial Wellbeing Pulse, followed by a discussion and Q&A diving into the topic:
Measuring financial wellbeing.
Chris was hosted by IFW member, financial wellbeing coach Dennis Harhalakis.
*Past IFW event â look out for more like this*
The IFW Roundtable
This was previous an opportunity for deep, exploratory dives into big, and sometimes complex, ideas, and has now been merged with the Wellbeing Cafe.
The Financial Wellbeing Show
The IFWâs monthly YouTube show, The Financial Wellbeing Show, premiered at 6pm on 15th January, coinciding with Blue Monday, often cited as the most depressing day of the year, especially when it comes to financial concerns.
Episode 2 dropped at 6pm on 19th February 2024.
Episode 3 dropped on 18th March 2024.
You can watch previous episodes here.
The show aims to tackle the pressing issues of peopleâs financial health against the backdrop of a cost-of-living crisis, a core focus of the Institute, by exploring our daily interactions with money and offering practical advice to enhance financial wellbeing for everyone in the UK.
The show will to empower viewers with the knowledge and tools necessary to make informed financial decisions, thereby improving their overall wellbeing.
Join the conversation and discover how to take the first step towards a more financially secure future.
Catch The Financial Wellbeing Show from the Institute for Financial Wellbeing on YouTube.
Get involved
We love to hear from individuals and organisations who would like to get involved.