Alan Whittle, IFW member, founder of Unburdened Solutions, lecturer in Financial Financial Planning and Sustainable Finance, and PhD candidate, will deliver a breakout session at the IFW Conference 2025. Using the research carried out for his PhD, Alan will introduce “Reading your clients to enable smarter financial decision-making.”
Get your Early Bird member ticket here.
Early Bird tickets are on sale to IFW members and non-members until 28th February 2025, and IFW members still get a preferential rate.
The IFW Annual Conference is on 20th May 2025, with an optional awards dinner and networking event on the evening of 19th May.
Please encourage your non-member friends and colleagues to purchase Early Bird non-member tickets here.
After working as a Paraplanner, Compliance and Money Laundering Reporting Officer, Alan Whittle set up the Unburdened Consultancy in 2019 with the intention of supporting smaller financial planning firms in the areas of compliance and professional development. Alan has combined this with his love of developing the next generation of financial professionals, bridging the gap between the academic and professional spheres as a Lecturer at Robert Gordon’s University on both Financial Planning and Sustainable Finance.
A great believer in lifelong learning, Alan holds an MSc in Financial Planning and Business Management, the focus of which was the Motivations for Responsible Investing. He has recently completed a successful defence of his thesis for a PhD in Financial Planning, the subject of which is the intersection of Behavioural Finance and Impact Investing, how reference dependence, frames and framing impact investment decision-making.
The important details:
- When 19th & 20th May 2025 (Expert-led talks and discussions on 20th May with an awards dinner and networking on the evening of 19th May)
- Where Belton Woods Hotel, Spa & Golf Resort, Belton NG32 2LN
- What Two days of networking opportunities, talks from experts and discussions with likeminded professionals
Other confirmed IFW Conference speakers
Dr Sonya Lutter, Ph.D., CFP®, LMFT, will be a keynote speaker for the IFW Conference 2025. Dr Lutter will deliver a talk on the practical ways behavioural science can help clients overcome money hang ups, followed by a breakout discussion. Find out more.
Sebastian Elwell, director of Switchfoot Wealth Limited, a Certified B Corporation financial planning firm, will bring you a powerful breakout discussion at the IFW Conference 2025 on the topic ‘Wellbeing in a warming world – how financial planning may hold the key to everything.’ Find out more.
Jon Dunckley, founding director of the ‘About…’ Consulting Group, specialising in financial services and positive psychology, will present a keynote talk on ‘Financial flourishing: Applied positive psychology and financial wellbeing.’ Find out more.
Alexandra Miles of Legal and General Investment Management, Founder chair of the Institute and Faculty of Actuaries Pension Gap Working Party and Co-chair of the Data and Research Group of an industry-wide Pensions Equity Group, will lead a discussion titled ‘Retirement Reimagined.’ Find out more.
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. Dr Mathar will deliver a keynote talk and discussion titled: ‘What school didn’t teach you about money.’ Find out more.
Becca Timmins, a consultant, coach and facilitator at When We Think, will offer you a chance to pause, reflect and share some of your own thoughts in her breakout session as she reveals ‘The magic of silence: The rare power of not interrupting.’ Find out more.
Look out for further announcements.
