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.

21st May 2024

The IFW Annual Conference 2024

Conference2023ThomasMathar

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

From a winner of The Apprentice 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 and to book your ticket now to secure your spot at the best financial wellbeing event of 2024!

Don’t forget to book for the social event on the evening before. Starting from 6.30pm at the same venue, this offers 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.

Early Bird tickets for both members & non-members have also been extended to 29th February 2024, so don’t miss out….

Next Roundtable: 11am, Thursday 11th April

The IFW Roundtable – Why money mindset matters.

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 11th April 2024. 

This event is accredited for structured CPD hours.

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

Expert Lesley Thomas will introduce the topic:

Why money mindset matters.

Your key learning points:

  • The one characteristic all babies have in common
  • Confidence is the key to a successful relationship with money
  • What you can learn from your Alter Ego

Lesley Thomas head shotYour expert – Lesley Thomas

Lesley Thomas is the founder of The Money Confidence Academy and host of the Let’s Talk Money and more podcast. Lesley support’s wildly ambitious female business owners, develop a new and powerful relationship with money, get out of their own way and become their own financial cheerleader. She is also a passionate advocate for Financial Literacy in Schools and has developed a self-paced, online programme that combines practical information around money and mindset. Lesley’s central philosophy is ‘Where Mindset goes Money Grows¼’

Your Roundtable Host – Emily Pool

Your Roundtable host is IFW member Emily Pool. Emily is the founder of Happy Planet Financial Planning.

Emily describes herself as a holistic independent financial planner. After spending much of her career in the city, and several years working in project finance and then commercial banking, she realised she needed to “help balance people rather than balance sheets.”

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:  

2nd May: Hosted by Barra Gorman, Olga Miler of Smartpurse will introduce the discussion topic: ‘How to build client trust through inclusivity.’

6th June: Hosted by Dennis Harhalakis, Sebastian Elwell of Switchfoot Wealth will introduce the discussion topic: ‘How we find out what matters to clients.’

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 ÂŁ15 per month plus VAT here.

Next episode drops on 15th April 2024

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.

Next Wellbeing Cafe: 1pm, Tuesday 16th April

Wellbeing CafĂ© – Future planning with your client.

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 16th April.

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

Susan Wilmot Rowe will presents the topic:

Future planning with your client.

Your key learning points:

  • How the decisions made today can affect choices in the future

  • Equity release options and impacts

  • What is an informed decision?

Susan Wilmot Rowe cropYour guest speaker – Susan Wilmot Rowe

Susan Wilmot Rowe of SWR Equity Release Services Ltd has worked in financial services for over 30 years. Specialising in Equity Release, she also supports advisers with a compliance support service and offers workshops and training & development courses to help achieve the industry standards for equity release advice.

She is passionate about helping clients make informed decisions about all areas of their financial planning throughout their lives.

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 board member 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: 

  • 7th May – Chanelle Pattinson presents ‘Why we all need to embrace diversity.’
  • 11th June – Topic & guest speaker TBC.

Next Forum: 9.30am, Thursday 25th April

Tools & Tactics (previously The Forum) – Help your client visualise their future self,

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 25th April.

Alongside  Kerry Seymour, Lorraine McFall will open the topic:

‘Help your client visualise their future self.’ 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 co-host Kerry Seymour.

Kerry SeymourKerry Seymour is a Solution Focused Hypnotherapist and mental health trainer with Inspired To Change, the UK’s leading Solution Focused Hypnotherapy provider. Solution focused hypnotherapy uses clinically proven methods and techniques, which are based on the most modern neuroscientific research and focuses on the here and now and moving forward rather than revisiting or dwelling on the past.

Kerry works from her online practice in North Somerset helping people to take control of their life so that they can go from surviving life, to thriving in life. She helps her clients to understand how their brain works so that they can get it working with them and rather than against them. This means they can then take back control from the exhaustion of stress, anxiety and overwhelm so that they can build their confidence and self-esteem and discover the best version of themselves.

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 (please note change of start time): 

16th May.  With Judith Thorne, Head of People at Paradigm Norton: ‘Inclusivity tips that make real differences.’

20th June. With Cameron Waldron: ‘Empower clients to take control of their Consumer Duty rights.’

*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.