I’m delighted to introduce you to the IFW Conference charities.
You should be familiar with IFW associate members’ RedSTART Educate by now.
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 Just Finance Foundation is a national charity committed to building a financially resilient nation where every individual has equal opportunity to thrive. They work directly with schools, families and communities to give every child an equal baseline understanding of money, regardless of their personal circumstances. This provides the essential foundation children need to become adults with the knowledge, skills and values to manage money wisely.
Sarah Wallace, the Director of The Just Finance Foundation (JFF), will be delivering a keynote talk at the IFW Conference: ‘Help clients explain money to the next generation.”
Sarah overall responsibility for all aspects of the charity’s operations. Before JFF, she spent 19 years working for social action charities, including at The Royal British Legion, leading a broad portfolio of national services including Benefits, Money and Debt Advice services. She has also run employability services, respite care services and projects for young carers and has served on the boards of a youth education charity and a local Healthwatch.
Sarah is a member of the Youth Financial Capability Group, bringing together charities who have a significant focus on developing the financial capability of young people within the UK.
I’m sure Sarah’s talk will be inspiring and packed with useful tips.
Get your Early Bird member ticket here.
Non-members can purchase Early Bird non-member tickets here or find out about IFW membership here.
Early Bird tickets are on sale to IFW members and non-members until 28th February 2025. IFW members get a preferential rate.
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
Book your ticket for the IFW Conference 2025.
Find the growing line-up here, and check back for more. https://instituteforfinancialwellbeing.com/ifw-annual-conference-2025/
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.
Alan Whittle, IFW member, founder of Unburdened Solutions, lecturer in Financial Planning and Sustainable Finance, and PhD candidate, will introduce the breakout session at the IFW Conference 2025: “Reading your clients to enable smarter financial decision-making.” Find out more.
