Join the IFW
We are a non-profit membership organisation working towards shifting the focus of the finance services industry away from selling products and towards the discovery and understanding of what clients actually want from their money by providing a forum for learning, sharing and growing.
The Institute for Financial Wellbeing, or IFW for short, is open to all who wish to better understand their relationship with money and works with members of the financial advice, financial planning and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier.
As part of our membership communications, our Community space is an interactive place where our members can share ideas, ask questions, network and gain more financial wellbeing knowledge. Here’s a handy guide on how to use it.
Already a member? Visit your IFW community.
Visit your IFW membership resources portal.
Find the right membership for you:
Individual Member
You might be an Independent Financial Adviser, a Financial Planner, a Financial Coach, a Para-Planner, or anyone interested in Financial Wellbeing.
The benefits of IFW membership include:
- A meeting place to explore and promote financial wellbeing
In addition, you will receive:
- Unlimited access to our membership portal of curated and bespoke financial wellbeing resources
- Paid access to accredited learning programmes
- Unlimited access to our members-only online community
- Free access to bespoke financial wellbeing research white papers
- Free access to regular online talks and learning discussions
- Special member prices on IFW Conference tickets and external training opportunities
- The opportunity to share learning and experiences and be part of the community that’s creating positive change across the finance industry.
The cost is just ÂŁ15 plus VAT per month.
To join the IFW, click here.
Why become a member?
“The IFW offers a network of likeminded individuals keen to explore valuable alternatives for servicing clients, encompassing social, mental, and emotional dimensions to reduce poor outcomes. Understanding that the whole experience can be as fulfilling for the adviser or coach as for the client is crucial.” Jeanne Mpondo, EM & MJ Wealth Management
“The Institute for Financial Wellbeing brings together a great group of people at the forefront of changing people’s relationship with their money.” Ian Kemp, Serenity Financial Planning
“The IFW offers a great community and events, bringing a useful, effective and much needed element to our offering, The consideration of wellbeing in relation to serving financial planning clients can turn what is already an amazing career into a calling.” Emily Pool, Happy Planet Financial Planning
Read the IFW Membership Charter here.
Partner Member
It is our intention to develop a tiered structure for Partner Members, based upon the chosen level of engagement, balanced against the level of contribution, as described below.
The basic package that a Partner Member is offered is:
- The IFW Partner Member logo to use on your website and emails
- Visibility on the IFW website
- Ability to participate in online events
- Access to research findings
From there as a Partner you may choose those activities that you wish to engage with and a bespoke package is developed and a contribution agreed upon, such as:
- The ability to fund and engage with research projects
- To deliver co-branded IFW content/webinars
- Survey IFW members
- Exhibit and sponsor at IFW conference
- Access to IFW learning programmes
- Speak at the IFW conference
- Consultancy on product development or embedding financial wellbeing in your business
- Deliver workplace wellbeing workshops
- Participate in the development of new financial planning tools
- Opportunities to support IFW e.g. provide meeting space for regional meetings
- Produce co-branded blogs and content
- Develop co-marketing communications plan.
Please get in touch with us to discuss what you want from your membership, and we will tailor a package to suit you. Learn more.
These are a few of the IFW’s long-standing Partner members.
Aegon is one of the world’s largest financial service organisations, working with financial professionals, employers and individuals to offer long-term savings, investments, pension solutions and protection products.
Launched in 2007, Parmenion is a rapidly growing, award winning technology and investment solutions business.
Their offer integrates three core disciplines: discretionary investment management, platform services and intuitive technology.
Parmenion is part of Aberdeen Standard Investments, the asset management business of Standard Life Aberdeen plc and one of the world’s largest investment companies.
Award-winning integrated solutions, your own dedicated team, a hand-picked network of peers. That’s the Benchmark difference. Let’s see where it could take you.
Benchmark works closely with advisers at every stage – whether you’re just starting out or want to take a big leap forward.
To view more IFW Partner Members, please click here.
Corporate Member
We appreciate that larger advice firms may prefer to offer membership of the IFW to their employees. This may also include other opportunities of working with the IFW, for example, joint research projects.
Get in touch, and we’d be happy to discuss this with you.
All our members receive:
- Unlimited access to our membership portal of curated and bespoke financial wellbeing resources
- Paid access to accredited learning programmes
- Unlimited access to our members-only online community
- Free access to bespoke financial wellbeing research white papers
- Free access to monthly Roundtable discussions, Wellbeing Café lunch and learns and learning discussions at the Forum for Coaches & Planners
- Special member prices on IFW Conference tickets and external training opportunities
- The opportunity to share learning and experiences and be part of the community that’s creating positive change across the finance industry.
In addition, Corporate membership benefits include the following:
- Opportunities to get involved with bespoke financial wellbeing research including option to influence and fund or co-fund the research paths we select
- A monthly Corporate-only newsletter on upcoming IFW events
- The option to take part in quarterly update sessions to track progress and engagement (let us know if there’s anything you’d like to us to share with IFW members). One of these will be a group session where you have a chance to meet and network with other corporate members
- Visibility on the IFW website as a company at the forefront of financial planning, including your company logo and bio
- Discounts on IFW Conference tickets for you and your employees
View the IFW’s Corporate Members.
Download the IFW’s Corporate Membership brochure.
Research Member
IFW research members are Universities and academic institutions. Joining as a research member provides you with:
- The ability to take part in & deliver research
- Access to National & regional speaking opportunities
- Access to research announcements
- The ability to exhibit Nationally & regionally
- Access to member survey data
- The opportunity to place content in the IFW monthly newsletter
- A listing as Research Partner on IFW website / Ability to use IFW logo.
To view IFW Research Members please click here.
Associate Member
Associate Membership of the Institute is a no-cost affiliation, open to non-profit and charitable organisations with an interest in the topic of money and wellbeing, and who offer education and support services to those in need.
Please contact members@ifw.org.uk for further information.
Our purpose is 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.
The IFW’s Vision
To have been instrumental in ensuring every adult and child has access to a financial wellbeing pathway by 2030.
Our first Associate Member is RedSTART, 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.
Get involved
We love to hear from individuals and organisations who would like to get involved.
