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.

IFW Conference 2025’s themes:

Identify>Understand>Implement

Early Bird tickets are available to both IFW members & non-members until 28th February 2025.

Purchase Early Bird member tickets here.

Purchase Early Bird non-member tickets here.

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 emailing members@ifw.org.uk

We’ve booked the venue, set the date and we’re 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

Speakers on the agenda include Dr Sonya Lutter, Ph.D., CFP®, LMFT, who will deliver a talk on the practical ways behavioural science can help clients overcome money hang ups, and Sebastian Elwell, director of Switchfoot Wealth Limited, who will open up the topic ‘Wellbeing in a warming world – how financial planning may hold the key to everything.’

Find the growing agenda here, and check back for more announcements.

What last year’s delegates say:

“I have been for last three years and I love the content, informality and, of course, catching up with fellow advisers and planners.”

“It’s an opportunity to hear perspectives not usually included in the standard
financial conference.”

“This 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.”

“I’ve been to them all and the content here is always original and thought-provoking.”

“It’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.”

“This 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.”

Next session: 1pm, Tuesday 11th February 2025

Tools & Tactics – ‘Build deep and measurable relationships with clients’

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 11th February 2025.

Alongside Lorraine McFall, guest David Lamb of ScoreMy, will open the topic:

‘Build deep and measurable relationships with clients’. Book here.

Your key learning points

In this session, you’ll learn how financial planning clients can benefit enormously from understanding:

Key learning points:

• Three crucial questions to ask in meetings with clients and potential clients
• How to use the ScoreMy Lifestyle Wheel to turn potential clients into today’s clients
• Assess the importance of money in the client’s lifestyle
• Empower clients to identify their own solutions.

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 that’s via financial coaching tools or simply learning to use a moment’s 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. There’s also plenty of time to ask questions and share your own hard-won knowledge.

Your Tools & Tactics host – 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 speaker – David Lamb

David Lamb has worked in Financial Services since 1985 and has specialist qualifications in taxation, trusts and estate planning. He established Lamb Financial in 1992.

His main area of interest is lifestyle financial planning, which can also involve the need for business planning. With 15 years’ LFP experience, David is one of the region’s leading lifestyle financial planners, with a Certificate in Financial Planning, and he is a Registered Mentor for the Chartered Institute for Securities & Investment.

David has developed the ScoreMy Lifestyle Wheel in collaboration with Paul Armson. David says: “One of the powerful things about the LSW is that it puts money into perspective. We get a lot of people worried about money and when we point out how good their life actually is, they leave our office a lot a lot happier (and tend to come back!).”

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 we’re talking about.  If you want to come along and learn from experts, sign up here for only £15 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.

Dates for your diary at 1pm:

TBC

*Past IFW event – 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 – 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 IFW’s 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 people’s 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.