IFW Annual Conference & Social Event 2024

This event is dedicated to the increasingly important topic of money and fulfilment.

>    Windmill Village Hotel, Golf Club & Spa

>    Tuesday 21st May 2024

The IFW Annual Conference “Invest in Wellbeing” returns for 2024!

Welcome to the fifth IFW Conference titled “Invest in Wellbeing.”

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Book Non-Member tickets

We’ll be near Coventry for our next conference on 21st May 2024 at the Windmill Village Hotel, Golf Club & Spa, with a theme of “Financial Wellbeing 2030.” Although we’re still running our monthly events online via Zoom, this is our opportunity to catch up with each other face to face or meet for the first time in person..

You’re also invited to join us at the same venue the night before for a social gathering. This relaxed gathering begins from 6.30pm and offers a great chance to network and make new connections while enjoying a buffet.

Click here to book to attend the social event if you didn’t choose that option with your Conference ticket.

Registration is 8.30-9am on 21st May. The Conference finishes at around 4.30pm.

Transport Links

  • Nearest motorway: M42, J6, 5.00 miles
  • Nearest train station: Birmingham International, 7.30 miles
  • Nearest airport: Birmingham, 7.20 miles
  • Free parking on site (250 spaces)  Google Map link here

Accommodation can be booked directly with the hotel – please quote IFW Conference when booking as we have already reserved some bedrooms in case these are required. Please note these are on a first come first served basis and the hotel is already quite full on this date. If accommodation is unavailable at the Windmill Village hotel, please enquire about other hotels nearby. There are plenty to choose from.

The packed agenda covers a range of inspirational subjects with an increased number of opportunities for discussions, socialising and networking.  We’re repeating the structure of last year’s conference so we’ll have several keynote speakers plus additional speakers facilitating and leading breakout discussions, so you can choose what you’d like to watch and listen to.

Speakers & Facilitators

The IFW Annual conference brings together a broad cross section of industry professionals, experts and many of the Financial Wellbeing’s leading practitioners.

Please note that the programme is continuously being updated, so please keep checking for the latest updates while we put the finishing touches to this year’s agenda

  • Scott Robinson, Yogibanker & Director at Deutsche Bank – Keynote – How Yoga and Banking came together.
  • Panel debate: Financial Wellbeing – Marketing fad or cultural game changer? With Chris Budd, Ruth Sturkey, Kate Shaw and Laura Purkess (Consumer Champion and Senior Consumer Reporter, The Sun).
  • Ryan Briggs of FinWELL and Emma Waller of MoneyMinded – Keynote – Financial Wellbeing in the Workplace.
  • Dr Thomas Mathar, Aegon UK Ltd – Keynote – Why do we even talk about financial wellbeing?
  • Dr Louis Williams, Dynamic Planner – Keynote – Using technology to elevate levels of financial wellbeing.
  • Victoria Dale, Inclusion 365 – Diversity in the financial sector – breakout session.
  • Kim Uzzell, Iconic Wealth – Developing honesty and disclosure in the client space – breakout session.
  • Victoria Hicks, the Exit Partnership – Looking at 2030: What does financial wellbeing look like for your clients – breakout session
  • Prof Martin Hyde, University of Leicester School of Business – What will the third life stage offer you? – breakout session.

The IFW one-day conference is a way of sharing and celebrating your Financial Wellbeing journey.

Enjoy a high quality and stimulating conference programme with leading experts and practitioners, making this the essential forum for the UK Financial Wellbeing sector to engage, debate and network.

Our ambition for this event is to create an opportunity for likeminded professionals with a passion for financial wellbeing to meet and share ideas, and also network in person.

 

IFW Awards

We’ll be running our IFW Awards again this year, shining a light on some of the members who have helped to make the Institute a vibrant, informative and ever-developing space for discussion and positive change. The awards will be presented by our members, to our members.

The categories include:

  • The IFW Award for Financial Wellbeing Educator
  • The IFW Award for Most Inspirational Member
  • IFW Award for Financial Wellbeing Journalist

Please send your nominations to members@ifw.org.uk

Thank you to our Sponsors

        

       


This year we are supporting the following charities:

Coventry and Warwickshire Mind has been developing and delivering quality services with, and for, people with mental health problems for over fifty years.

An independent charity governed by a group of local trustees, Coventry and Warwickshire Mind is affiliated to the national Mind network made up of over 105 organisations across England and Wales. Each local Mind is unique, working hard to understand the needs of their community and tailoring their services to match.

“We want to make sure that everyone with a mental health problem gets the support they need and the respect they deserve. This could mean having access to information, a listening ear, or more specialist support and services to help someone to live and recover from their mental health problem.”

Coventry & Warwickshire Mind provide services to all ages, including Children & Young People as well as adults. Supporting in excess of 30,000 people each year.

RedSTART charity logo

RedSTART is a children’s financial education charity, working only with primary schools that serve communities in areas of greater disadvantage. They see the same children repeatedly from Reception to Year 6 and combine in school lessons and workshops with a bank app and shop. They also use volunteers to connect the children to the world of work in order and raise aspirations.

This focus has allowed RedSTART to commission a unique longitudinal, randomised control study designed and run by The Policy Institute, King’s College, London which will measure the impact that this intervention has on the children as they grow up. The aim is for the charity to cease to exist beyond 2030 as the work they are doing will have resulted in policy change to support the delivery of similar interventions in every one of the 20,000 primary schools across the UK.

The Money Charity logo

For over 25 years, The Money Charity has been the UK’s Financial Capability charity and their vision is that everyone achieves financial wellbeing by managing their money well.

The charity empowers people across the UK to develop the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives. By proactively providing education, information, advice and guidance to people of all ages and at all stages of life, the charity helps people get to grips with their money and increase their financial wellbeing.

 


Who is this conference for?

This is a conference open to all. We want the debate about money, fulfilment and joy to involve everyone.

Whether you are a financial adviser, coach, planner, paraplanner, practice manager, fintech startup, product provider, marketing expert, charity or just an interested party, the IFW will help you achieve a fulfilling relationship with money.

It is also CPD accredited so you can use this event to go towards your annual CPD requirements, We will add a list of learning outcomes from our keynote speakers to help you learn more about the professional development you will receive from attending this event.

Support our event and the global Financial Wellbeing journey.
As a non-profit organisation, we have no shareholders and we are funded entirely through membership and event revenues. All proceeds from this event will be invested into supporting the future endeavours of the Institute for Financial Wellbeing as we work towards our mission to educate, empower and support people of all ages in every community to feel safe  and confident around money by creating a space for conversation, collaboration and positive change.

Non-member tickets are also available to purchase – scroll down to the bottom or click here to purchase.

 

Who is speaking?

Ruth Sturkey, Former IFW Chair and financial wellbeing ambassador

Compère and panel debate participant: Financial Wellbeing - Marketing fad or cultural game-changer?

Previously the Chair of the IFW Board, Ruth Sturkey is a keen financial wellbeing ambassador and will compere the IFW Conference 2024. Ruth co-founded boutique financial planning firm The Red House, which merged with Paradigm Norton in 2017; she is now a Non Executive Director for the merged firm. She was the host of the podcast ‘Money Espresso; no froth conversations exploring money and life’ where her aim was to get people talking about money and explore how money and business can be a force for good. She also coaches financial planning business owners.  Ruth can be seen regularly presenting at industry events and holds considerable influence within the financial planning profession.

Scott Robinson, The YogiBanker

How Yoga and Banking came together.

Scott Robinson is a senior finance professional, experienced mindfulness meditation and yoga teacher, corporate well-being champion, Mental-Health First Aider, and specialises in offering yoga & meditation services under the brand of ‘Yogibanker’.  Originally from Sydney, Australia, Scott is UK head of Regulatory Policy in the Transaction Policy & Advisory Group & global co-lead for ‘Balance @ Work’ within CFO People Strategy at Deutsche Bank.

Scott has been short-listed twice for the Inside Out Awards (which celebrate mental health and those who champion it) in 2023 and 2024, for the ‘Behind the Scenes Champion’ Category.

As an experienced financial services professional, Scott’s mission is to bring yoga, mindfulness, and a culture of wellbeing to the financial sector. By holding the space and in doing so helping people to feel better in their bodies and minds, Scott hopes to lead and inspire others to practise a more holistic way of living whilst working in financial services.

Scott RobinsonWatch a short video about what to expect from this IFW Conference keynote.

Victoria Dale, Inclusion 365

Diversity in the financial sector: Who’s doing what well?

Victoria Dale, founder of Inclusion 365, is on a mission to support employers and busy HR Leaders to move from reactive to proactive when it comes to driving their ED&I agenda forward. Her approach is about taking those small steps to build inclusion into everyday conversations, decisions, actions and behaviours. Victoria has worked with a diverse range of businesses across different industries from large to small businesses. Sectors include global technology companies, engineering firms, professional services, financial services, retail, media, adverting to higher education institutions and local and regional government.

Victoria Dale headshotWatch a short video about what to expect from this IFW Conference breakout discussion.

Kim Bendall, Go Paraplanning

Chair of breakout discussion 'Diversity in the financial sector: Who’s doing what well?'

Kim Bendall will be moderating the Victoria Dale’s breakout discussion: ‘Diversity in the financial sector: Who’s doing what well?’ She is the founder of Go Paraplanning, and is a Fellow of the Personal Finance Society, Certified Financial PlannerTM and a CISI Fellow and Accredited Paraplanner. She moved into outsourced paraplanning in 2012 and founded Go Paraplanning in 2020.  Go Paraplanning has grown organically since then, and now employs a team of very highly skilled and experienced paraplanners providing technical and consultancy support to a select group of like-minded, high-quality financial planning firms throughout the UK.

Adam Owen, IFW

Panel Chair: Financial Wellbeing - Marketing fad or cultural game-changer?

Adam Owen is a non-executive director at the IFW. His experience embraces the creation and production of training programmes for financial planners worldwide, including the International Speaker and Influencer Programme, Video Creation Masterclass, 30 Day Video Challenge, Write a Book in a Day Challenge, 24 Hour Global Commute, The Morning Commute, The Financial Planning Late Show and more. He has held advisory roles within direct sales and the IFA sector and is also a  regular columnist for New Model Adviser and Money Marketing Magazine.

Chris Budd, Founder of the Institute for Financial Wellbeing

Panel debate participant: Financial Wellbeing - Marketing fad or cultural game-changer?

As well as taking part in the panel debate, Chris Budd is chairing the breakout discussion with Dr Thomas Mathar: ‘Why do we even talk about financial wellbeing?’

Chris 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.

Kate Shaw, founder of Financial Life Planning

Panel debate participant: Financial Wellbeing - Marketing fad or cultural game-changer?

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. As well as speaking on the panel ‘Financial Wellbeing – Marketing fad or cultural game-changer?’, Kate will co-present the IFW Awards, sponsored by Timeline, with Mike Parker. Kate won the IFW Award for Most Inspirational Member 2023.

Kim Uzzell, Finance Coach & Mentor

Developing honesty and disclosure in the client space.

Kim Uzzell is a Finance Coach & Mentor. She is a Chartered Fellow of the CISI and Chartered Wealth Manager and has been working with people and their money since the late 1980s, predominantly as a Private Client Stockbroker and Wealth Manager, and latterly a Private Banker.   

Alongside a career which has introduced her to the many aspects of behavioural finance, Kim is also a Certified Financial Coach and Certified Trauma of Money Coach, and works with the deeper levels of clients’ relationships with money using a range of modalities including clinical hypnotherapy, NLP, EFT and Belief Coding. 

Darren Cooke, Red Circle Financial Planning

Chair of breakout discussion: Developing honesty and disclosure in the client space.

Darren Cooke is chairing the breakout discussion with Kim Uzzell:
‘Developing honesty and disclosure in the client space.’

Darren has been working in financial services for more than 30 years. A Chartered Financial Planner (CII), a Fellow of the Personal Finance Society (PFS), and a Member of the Chartered Institute of Securities and Investment (MCSI), Darren set up Red Circle Financial Planning in 2012. He is a keen advocate of life being for living, for clients and advisers, and believes a flexible work-life balance is crucial to this.

Dr Thomas Mathar, Aegon UK

Why do we even talk about financial wellbeing?

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.

Tom Mathar video stillWatch a short video about what to expect from this IFW Conference keynote talk.

Victoria Hicks, Founder of The Exit Partnership (now Melo)

Looking at 2030: What does financial wellbeing look like for your clients?

Victoria Hicks is a recognised authority in the field of financial planning, mergers and acquisitions. With a proven track record and deep expertise, she brings invaluable insights to speaking engagements.

Victoria recently merged a growth consultancy and talent attraction firm with The Exit Partnership, her leading M&A firm,, broadening the scope of the business to provide both organic and inorganic growth solutions to ambitious firms, whilst maximising choice and value at exit. The business has now rebranded as Melo.

The sale of her chartered firm in 2018 lends a unique perspective that resonates with audiences. With over 15 years of experience advising private clients and business owners, Victoria has a profound grasp of uncovering the ‘why’ behind financial decisions and is passionate about empowering individuals to achieve their goals and attain financial freedom. Her speaking engagements foster a focus on financial wellbeing, ensuring that audiences gain actionable insights for their own journeys.

Victoria Hicks video stillWatch a short video about what to expect from this IFW Conference breakout discussion.

Tom Morris, Ovation

Chair of breakout discussion: Looking ahead to 2030 - What does financial wellbeing look like for your clients?

Tom Morris is chair of the breakout discussion with Victoria Hicks:
‘Looking ahead to 2030 – What does financial wellbeing look like for your clients?’

Tom  is a Director and Chartered Financial Planner at Ovation Finance, based in Bristol. He was a founding Director of the IFW when it launched as the Initiative for Financial Wellbeing in 2019.

Tom has been researching the topic of financial wellbeing for over six years and uses it to help individuals and business owners plan for the future.

Mike Parker, TimeLine

The IFW Awards

Mike Parker will be co-presenter of the IFW Awards, sponsored by Timeline,  with Kate Shaw (bio above). Mike is Business Development Manager at Timeline for the West & Midlands regions. Mike is a FPFS, IMC qualified Chartered Financial Planner with over 30 years in Financial Services. Mike has previously held roles as a Pensions Development Manager, Technical Adviser and Pensioneer Trustee Representative at Scottish Widows and Prudential. More recently he ran the Midlands region for 14 years at A J Bell.

Ryan Briggs, Founder, FinWELL

Financial Wellbeing in the Workplace

Ryan Briggs enjoyed an early career in professional sport before ordaining and qualifying in financial services in 2013.

With many of us not learning the basics around money at school, Ryan recognised the need for employees to improve their knowledge, understanding and confidence through support offered to them at the workplace.

Ryan founded FinWELL Training Ltd in 2022. The organisation is now an award-winning financial education and wellbeing company having worked with over 100 employers of all sizes and sectors.

Ryan launched the first ever #FinancialWellbeingMonth in April 2024 as awareness campaign to show the importance of and links between financial wellbeing, mental health and suicide prevention.

Ryan is a husband and father to two young children, a mental health first aider and a proud ambassador and advisory board member of the R;pple Suicide Prevention Charity. He sits on the leadership team for the Global Wellness Institute representing financial education and wellbeing.

Ryan Briggs video still

Watch a short video about what to expect from this IFW Conference keynote.

Emma Waller, MoneyMinded

Financial Wellbeing in the Workplace

Emma Waller is the founder of MoneyMinded, a financial wellbeing organisation delivering content, training and workshops. She is an award-winning financial wellbeing consultant with extensive experience of supporting people to improve their financial knowledge, skills and behaviours.  Emma works across private, public and voluntary sectors, designing and delivering financial wellbeing programmes for commercial clients, charities and community groups.

Emma co-authored Martin Lewis’ Your Money Matters book. She provides content and training for a number of national organisations including the NHS and other government departments, high street retailers and national charities.

Emma regularly delivers financial wellbeing workshops in the workplace and in community settings, she also provides support to schools and colleges, helping them embed financial education across the curriculum. Emma also has over 20 years’ experience in education, firstly as a Teacher of Economics and Business, followed by roles in Senior Leadership as Director of Learning and Assistant Principal responsible for performance and standards.

Hiren Panchal, IFW Vice Chair and founder of Wensons Financial and Wensons Legacy

Chair of the breakout discussion on Financial Wellbeing in the Workplace

Hiren Panchal will chair the breakout discussion on Financial Wellbeing in the Workplace with Ryan Briggs and Emma Waller. He is Vice Chair of the IFW as well as being a Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.

Hiren Panchal provides trusted advice and guidance to help clients live the lives they visualise.

Professor Martin Hyde, University of Leicester School of Business

Looking at retirement: What will the third life stage offer you?

Professor Martin Hyde is a Professor at the University of Leicester, researching work, retirement & health in a global context. His main research interests are ageing and later life and he has published on a wide range of topics from quality of life, work and retirement, health inequalities and globalisation.

He has been involved in a number of large-scale studies including the English Longitudinal Study of Ageing (ELSA), the Survey for Health.

He is a member of the International Organization for Standardization Technical Committee for an Ageing Workforce. 

Watch a short video about what to expect from this IFW Conference breakout discussion.

Gianpaolo Mantini, Saltus

Chair of breakout session 'Looking at retirement: What will the third life stage offer you?

Gianpaolo Mantini (‘GP’ to most) is a Chartered Financial Planner at Saltus.

He is chairing the breakout discussion with Professor Martin Hyde:
‘Looking at retirement: What will the third life stage offer you?’

He was a founding member of the Institute for Financial Wellbeing and was in the first cohort to attain the Financial Wellbeing Certificate. He uses these insights when providing strategic, reality-focused advice.

Judy Darley, IFW

Panel Chair: How we make financial education relevant to the next generation.

Judy Darley is Community Manager for the Institute for Financial Wellbeing. Previously she was an engagement and communications manager for Cardiff and Vale University Health Board and community manager for a government pension pool. She also works as a consumer journalist. Judy has a strong interest in difference financial literacy can make to people’s wellbeing.

Watch a short video about what to expect from this IFW Conference panel.

Sarah Marks, RedSTART

Panel: How we make financial education relevant to the next generation.

Sarah Marks has been CEO of the children’s financial education charity RedSTART since August 2021. Previously, she undertook the role of Development Director, where she was responsible for developing the case for support and fundraising strategy, and prior to that she worked for RedSTART as a volunteer. Sarah has over 20 years of experience leading client service teams in the finance sector, most recently as Global Head of Client Service at Insight Investment.

She is passionate about education and its role in levelling up and is hugely excited about the potential for transformation in people’s lives that could occur if they are taught as children about how money works.

Stephanie Fitzgerald, The Money Charity

Panel: How we make financial education relevant to the next generation.

Stephanie Fitzgerald leads on The Money Charity’s work with Young People across the UK, including Money Workshops, Student Money Manual and resources for teachers.
Stephanie has over ten years of financial capability experience and before that had a background in working and volunteering in education and the charity sector in a variety of roles. This has included working in schools, on National Citizens Service programmes and for government. Steph has international experience as a Programme Manager at The Commission for Financial Capability in New Zealand, which involved running workplace and community Financial Education ‘behaviour change’ programmes across the country.
Stephanie is passionate about helping people to gain more confidence in managing their money and to enjoy the control and freedoms it brings, especially young people.

Dr Louis Williams, Dynamic Planner

Using technology to elevate levels of financial wellbeing.

Dr Louis Williams is Head of Psychology and Behavioural Insights at Dynamic Planner, a Visiting Fellow at the University of Reading. He specialises in behavioural science, applied psychology, eye movement behaviour and aesthetics. Louis holds a PhD in psychology and has worked with Dynamic Planner since September 2019, when the business embarked on its government-sponsored behavioural science and investment project with Henley Business School. Louis is an experimental psychologist and has worked with universities across the globe on multidisciplinary research projects. He is keen to use experimental methods and apply findings to help investors make better decisions. He is an experienced teaching fellow and has attained fellowship of the higher education academy.

https://instituteforfinancialwellbeing.com/ifw-annual-conference-2024-invest-in-wellbeing/ Watch a short video (under two minutes) about what to expect from his IFW Conference keynote.

Harjeet Heer, Logic Financial Services Ltd

Chair of the breakout discussion: Using technology to elevate levels of financial wellbeing.

Harjeet Heer is chairing the breakout discussion with Dr Louis Williams: ‘Using technology to elevate levels of financial wellbeing.’

Harjeet is a Founding Director and Chartered Financial Planner at Logic Financial Services Ltd, based in Oxfordshire. He is a member of the IFW board as well as heading up its research stream, and brings a sense of calm to any meeting room or Zoom  call. He has a keen interest in behavioural economics and financial wellbeing.

Steven Hill, CEO, Coventry and Warwickshire Mind

How financial wellbeing and mental health are inextricably linked

Steven Hill joined Coventry and Warwickshire Mind in 1994, he has played an integral role developing the organisation and was appointed CEO in 2018.

During 2022/23 Coventry and Warwickshire Mind supported 32,275 adults, children and young people offering NHS Talking Therapies, supported accommodation, 24hour care facilities, crisis housing, safe havens, autism support and a range of emotional wellbeing services.

Steven holds several membership roles such as National Mind’s Network Committee, Coventry and Warwickshire Integrated Care Partnership, place-based Collaborative for Warwickshire and the Mental Health Provider Collaborative. He is a founding member of the Coventry & Warwickshire VCSE Mental Health Alliance and of the wider Coventry & Warwickshire VCSE Alliance.

Steven Hill CW Mind_sq crop of head and shoulders

Watch a short video about what to expect from this IFW Conference breakout discussion.

Emily Pool, Happy Planet Financial Planning

Chair of breakout discussion: Anxiety stemming from financial control issues.

Emily Pool is chairing Steven Hill’s breakout discussion ‘How financial wellbeing and mental health are inextricably linked.’

She left her City banking career in 2017 and pivoted into a career in financial planning. She was looking for a change that would give her a greater sense of purpose and an opportunity to make a real difference to the lives of individuals and their families. She is the founder of Happy Planet Financial Planning.

Emily is particularly focused on working with professionals in the accumulation stage of their lives, helping them achieve the lifestyles they want now whilst working, and in the future when they will want to enjoy the fruits of their labour.

Agenda

Our Agenda is being updated regularly; please check back to see additional speakers / sessions. Thank you.

Mobile Agenda coming soon.

Time 21st May
Morning
08:30-09:00 Registration
09:00-09.10Ruth Sturkey, The IFW
Welcome.
09:10-09:30Speed networking
09:30-10.00Keynote speaker - Scott Robinson
How Yoga and Banking came together.
10:00-10:30Breakout discussion with Scott Robinson
A facilitated discussion on Scott Robinson's keynote presentation. Chaired by Adam Owen.
10:00-10:30Breakout discussion with Victoria Dale
Diversity in financial services. Chaired by Kim Bendall.
10:30-11.00Keynote Panel Debate: Financial Wellbeing – Marketing fad or cultural game changer?
With Chris Budd, Ruth Sturkey, Kate Shaw & Laura Purkess.
11:00-11:15Break
11:15-11:45Networking opportunity
11:15-11:45Breakout discussion with Kim Uzzell
Developing honesty and disclosure in the client space. Chaired by Darren Cooke.
11:45-12:15Keynote speaker - Dr Thomas Mathar, Aegon UK
Why do we even talk about financial wellbeing?
12:15-12:45Breakout discussion with Dr Thomas Mathar, Aegon UK
A facilitated discussion on Dr Thomas Mathar's keynote presentation. Chaired by Chris Budd.
12:15-12:45Breakout discussion with Victoria Hicks, Melo
Looking ahead to 2030 - What does financial wellbeing look like for your clients? Chaired by Tom Morris.
12:45-13:30Lunch / Networking
Afternoon
13:30-13:45The IFW Awards sponsored by Timeline
Presented by Kate Shaw and Mike Parker.
13:45-14:15Keynote presentation - Financial Wellbeing in the Workplace with Ryan Briggs and Emma Waller
A discussion between two experts in this field.
14:15-14:45Breakout discussion with Ryan Briggs and Emma Waller
A facilitated discussion on the previous keynote presentation. Chaired by Hiren Panchal.
14:15-14:45Breakout discussion with Professor Martin Hyde
Looking at retirement – What will the third life stage offer you? Chaired by Gianpaolo Mantini.
14:45-15:15Panel with education charity RedSTART and The Money Charity
How we make financial education relevant to the next generation. Chaired by Judy Darley.
15:15-15:30 Break
15:30-16:00Keynote speaker - Digitisation with Dynamic Planner's Dr Louis Williams
Using technology to elevate levels of financial wellbeing.
16:00-:16:30Breakout discussion with Dr Louis Williams
A facilitated discussion on Dr Louis Williams' keynote presentation. Chaired by Harjeet Heer.
16:00-16:30Breakout discussion with Steven Hill, CEO of CW Mind
How financial wellbeing and mental health are inextricably linked. Chaired by Emily Pool.
16:30Event closes

Registration Fees

All fees are subject to VAT

 

Standard Delegate fee IFW Member Tickets – £249 + VAT 

Standard Delegate fee Non-Member Tickets – £410.00 + VAT 

 

Get involved

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