Events

One of the IFW guiding principles is to provide a meeting place for the sharing of ideas. Our events allow the IFW community to come together, share ideas, develop tools, and have fun! If you are an IFW member, you can find out more about upcoming events in your IFW community site. If you have any trouble accessing the site, please email members@ifw.org.uk
We have introduced a series of themes for 2024, which offer some cohesion for your IFW online event attendance.
The themes for the first quarter of 2024:

January: Communication.

February: Story.

March: Support.

April: Future

May: Diversity

June: Align.

July: Share.

Next Roundtable: 11am, Thursday 4th July

The IFW Roundtable – Helping clients leave a legacy to be proud of.

This is the place for deep, exploratory dives into big, and sometimes complex, ideas. Join the experts for an informed discussion.

The next Roundtable is at 11am on Thursday 4th July 2024. 

This event is accredited for structured CPD hours.

Members and non-members attending for the first time should book here.

Expert Nick Bird, Regional Director and Estate Planning Specialist at Triple Point will introduce the discussion topic:

‘Helping clients leave a legacy to be proud of.’

Your key learning points:

  • Growing your estate planning business – embracing the family tree.
  • How to engage and motivate clients – getting the soft skill right
  • Putting planning in context – getting away from the jargon and making the planning accessible

Your expert – Nick Bird

Nick Bird, head and shoulder shot of man wearing a suit.Nick Bird has worked in financial services for over 27 years and is the Regional Director for Triple Point. He has specialised in Estate Planning for the last decade and is an affiliate of STEP. Over that time he has helped 100s of advisers make the most of the estate planning opportunity by combining technical knowledge and an appreciation of how emotional this planning is and how important it is to make money meaningful. Nick is a regular industry speaker and believes that this planning should be done with a smile and not a grimace.

Your Roundtable Host –Kate Shaw

Kate ShawYour Roundtable host is IFW member Kate Shaw.

After 17 years working as an independent financial adviser, financial planner and mortgage protection expert Kate Shaw set up Financial Life Planning because she wanted to do things differently. That was in 2015. Since then she has shifted her focus from selling products to prioritising what clients actually need. It’s an ethos that chimes with financial wellbeing tenets, and begins with the story of the individual, couple or business. Kate won the IFW Award for Most Inspirational Member 2023.

Registration

IFW Members Roundtables are free monthly hour-long expert-led discussions 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.

Attendance of these events contributes to your structured Continuing Professional Development (CPD) requirements.

Dates for your diary for upcoming IFW Roundtable discussions at 11am:  

Following a break for events in August, we will return in September.

IFW Roundtables are free monthly events (among many that members can take part in) for IFW members, so if you want to come along and join the discussion, sign up for only £15 per month plus VAT here.

Next Wellbeing Cafe: 1pm, Tuesday 9th July

Wellbeing Café – How collaboration improves how you support your clients.

Wellbeing Cafe Institute logo

Our Wellbeing Cafés are your monthly half-hour lunch-and-learn, designed for anyone who is short on time but keen to discover more about subjects related to financial wellbeing.

The next Wellbeing Café is at 1pm on Tuesday 9th July.

Members and non-members attending for the first time should book here.

Chris Daems, author and Director of Cervello FP. Chris will present: ‘How collaboration improves how you support your clients.’

Your key learning points:

  • The three reasons you should consider setting up your own ‘inner circle’ and how it helps us, clients and our fellow professionals.
  • The difference between a network and a community and how to build a community to support your professional and personal journey.
  • The importance of ‘zooming out’ when helping clients with ‘what happens next’ in their lives and how to support clients with this.

Your guest speaker – Chris Daems

Chris Daems_head and shouldersChris Daems believes that good financial planning should have one simple purpose: to help people achieve their financial goals so they can live the life they want.

For Chris’s clients this involves building a plan which over the long term helps them get from where they are today to what they want to achieve tomorrow and beyond. Chris s a Chartered Financial Planner and one of the directors of Cervello Financial Planning. He is responsible for the strategic direction of the business as well as continuing to look after his portfolio of clients

Chris is a fellow of the Personal Financial Society. Fellowship is the highest, and most prestigious level of professional achievement possible to achieve within the PFS.

IFW Showcase Hiren Panchal_Sep 2021. Shows Hiren wearing a blue shirt standing outside in sunshine with blurred leafy trees in the background.Your Wellbeing Cafe Host – Hiren Panchal

Your Wellbeing Cafe host is IFW Vice Chair Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.

Registration

IFW Members Wellbeing Cafes are free monthly half-hour ‘lunch and learn’ events 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.

Attendance of these events contributes to your structured Continuing Professional Development (CPD) requirements.

Dates for your diary for upcoming Wellbeing Cafe lunch and learns at 1pm: 

Following a break for events in August, we will return in September.

17th September – Melissa Garrett, Programme Manager, Centres of Excellence at Young Money presents: “The importance of financial education.”

Next Forum: 9.30am, Thursday 18th July

Tools & Tactics – ‘The questions wellbeing maximisers ask.’

This monthly meeting is for all coaches, planners, paraplanners and other financial services professionals with an interest in coaching. It is 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 9.30am on Thursday 18th July.

Alongside  Lorraine McFall, guest Dr Thomas Mathar, Aegon UK will open the topic:

The questions wellbeing maximisers ask.’   BOOK HERE

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, financial coach

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 – Dr Thomas Mathar

Tom Mathar_sq

Dr Thomas Mathar heads up Aegon UK’s Centre for Behavioural Research, supporting internal and external stakeholders with behavioural research and the application of nudge-theory to help people live their best lives, now and in the future.

Thomas has been with Aegon since 2016, having previously worked in research agencies and government, health, consumer industries and in finance.

Registration

IFW Members IFW Forums are free monthly hour-long events 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.

Dates for your diary for upcoming IFW Tools & Tactics at 9.30am

Following a break for events in August, we will return in September.

*Past IFW event – look out for more like this*

The IFW Annual Conference 2024

Conference2023ThomasMathar

The IFW ‘Invest in Wellbeing’ Annual Conference took place on 21st May 2024, with an optional social event the night before.

From a Head of Psychology and Behavioural Insights to a former financier/trained lawyer-turned yoga instructor, 2024’s IFW Conference offers up an agenda like nothing you’ve seen before. We’ve kept all the best bits (breakout sessions, networking chats and, yes, Chris Budd), and sandwiched them between forward-thinking experts and a theme of ‘Financial Wellbeing 2030.’

Click here for the full Conference agenda!

The social event took place on 20th May from 6.30pm at the same venue, the Windmill Village Hotel, Golf Club & Spa. This offered the chance to chat to some of your keynote speakers and breakout discussions leaders as well as other IFW members, all while enjoying a delicious buffet.

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.

*Past IFW event – look out for more like this*

*Bonus event!* Accessing the next generation… of clients, and talent.

Pencils. Photo by Agence Olloweb on Unsplash

*Past IFW event – look out for more like this*

In this special hour-long webinar, Chris Budd was joined by Adam Price, founder of both Octopus MoneyCoach and VouchedFor. Together, they  explores how building a financial coaching practice could help advisers:

  • More quickly recruit, develop and monetise new talent, as financial coaches
  • Support younger clients profitably without the regulatory risk and cost
  • Create the capacity to open up new routes to market, such as local workplaces
  • Bring more diversity into the industry – among both clients and talent

Get involved

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