Next Wellbeing Café: 1pm, Tuesday 17th September

Wellbeing Café – How financial education fuels financial wellbeing

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 17th September, when Melissa Garrett, Programme Manager, Centres of Excellence at Young Money, presents:

‘How financial education fuels financial wellbeing.‘

Members (& non-members attending for the first time) can book here for the Wellbeing Café.

Your key learning points:

• Understand the importance of financial education for young people
• Consider how and where schools may be delivering financial education
• Explore examples of financial education in action, and how you can get involved

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

Your guest speaker – Melissa Garrett

Melissa Garrett is an experienced Project / Programme Manager with over 14 years’ experience of supporting young people to develop skills in both education and NFP settings.

Currently, Melissa is managing a large flagship financial education programme at Young Money called the ‘Centres of Excellence’, which recognises and celebrates educational providers that are committed to championing financial education.

Your Wellbeing Café Host – 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 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 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.

Dates for your diary for upcoming Wellbeing Café talks & discussions at 1pm: 

8th October – Susan Wilmot Rowe of SWR Equity Release Services Ltd presents: “Future planning with your client.” This will be an hour-long session with time for a discussion and Q&A. Book here.

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?

Your November IFW session will be Tools & Tactics.

2pm on Wednesday 25th September

*Bonus event!* Measuring financial wellbeing.

In this special hour-long webinar at 2pm on Wednesday 25th September, Chris Budd  will introduce the Financial Wellbeing Pulse, followed by a discussion and Q&A diving into the topic:

Measuring financial wellbeing. Book here.

Your key learning points

• How you can measure your relationship to money.
• How to demonstrate the impact of your advice for Consumer Duty purposes.
• How to prepare your client for a conversation about their financial wellbeing

Chris will be hosted by Dennis Harhalakis.

Your speaker

Chris Budd founded the Institute for Financial Wellbeing, then called the Initiative, in 2019. He is the author of The Financial Wellbeing Book and The Four Cornerstones of Financial Wellbeing: Create a Pathway to a More Healthy and Meaningful Life. He is also the author of The Eternal Business, and two novels. In 2018 he sold the majority of his financial planning company Ovation Finance Ltd, the company he founded in 2000, to an Employee Ownership Trust. His consultancy, The Eternal Business, helps business owners work out if selling to an Employee Ownership Trust might be their own succession plan. Chris lives in Somerset with his family and too many guitars.

Your host 

Dennis Harhalakis-Headshot-sq

Dennis Harhalakis is a Certified Money Coach (CMC)® and the founder of Cambridge Money Coaching, utilising money coaching as a framework for understanding our patterns and behaviours around money so we can make better decisions, reduce anxiety and other negative emotions, and communicate in healthy ways. He works with individuals, couples and financial professionals such as IFAs and planners.

Next session: 1pm, Tuesday 12th November

Tools & Tactics – ‘Helping clients understand their uniqueness.’

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 12th November.

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 – 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 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 – 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 he 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 ‘Money Mindset’ Insights.

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.

IFW Tools & Tactics now takes place every 3rd month, usually on the 2nd Tuesday at 1pm. Please note the change in day & time.

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

The IFW Annual Conference 2024

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.

*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.