Institute for Financial Wellbeing

We're delighted to announce our new Partner member - The BareRock Group - Professional Indemnity Insurance providers. https://lnkd.in/ehpizMsy #financialwellbeing #Insurance #membership

Today's #WednesdayWisdom - a timely reminder especially as we're heading towards the end of the year and a time when we're all feeling a little more fatigued. #financialwellbeing #healthiswealth

Start your new year with some fresh ideas with our next Wellbeing Cafe lunch & learn plus discussion, 1-2pm on 14th January. IFW board member Hiren Panchal will host Jess Best of McLaren Capital as she presents "How to address the gender pension gap." Attending this IFW talk counts towards your structured CPD hours. In this session you will discover the answer to the questions: • What is the gender pension gap? • What is the importance of this issue in modern-day society? • What can I do to help tackle the gender pension gap as in my professional life? Not yet an IFW member? Attend for free once for taste of IFW member events before joining us. Book here today: https://lnkd.in/efRnzgGV #FinancialWellbeing #genderpensiongap

Another speaker announcement for our 2025 Conference on 20th May! Rebecca Timmins, a consultant, coach and facilitator at When We Think, will be delivering a breakout session called "The magic of silence: The rare power of not interrupting." Click this link for more details - https://lnkd.in/eceFKEWH #financialwellbeing #silenceisgolden

What if you could easily and effectively enhance client interactions? At the Institute for Financial Wellbeing’s Tools & Tactics (1pm on Tuesday 11th February), IFW board member and financial wellbeing coach Lorraine McFall will be joined by David Lamb CFP™ Chartered MCSI to introduce the ScoreMy Lifestyle Wheel. David will reveal how the tool could equip you to ‘Build deep and measurable relationships with clients.’ Your key learning points ⭐ Three crucial questions to ask in meetings with clients and potential clients ⭐ How to use the ScoreMy Lifestyle Wheel to turn potential clients into today’s clients ⭐ Assess the importance of money in the client's lifestyle ⭐ Empower clients to identify their own solutions. David says: “One of the powerful things about the LSW is that it puts money into perspective. We get a lot of people worried about money and when we point out how good their life actually is, they leave our office a lot a lot happier (and tend to come back!).” There will be time to share your own questions, experiences & viewpoints. Not yet an IFW member? Come along once for a free taster before signing up. Book here: https://lnkd.in/e8ugdV3t #FinancialWellBeing #buildrelationships

We've recently introduced another new addition to the IFW Insights series - a tool to protect you from financial shocks, written in conjunction with IFW Member Kim Uzzell. Click here for more details - https://lnkd.in/ePQcBQqk #FinancialWellBeing #financialshock

Grab a cuppa and read our latest member spotlight featuring Petra Spirkova, Financial Planner, Chartered FCSI from First Wealth London who says "To be a good financial planner, plan for a life well-lived." Click here to read her story - https://lnkd.in/dwVcHeRx #FinancialWellBeing #financialplanner

Start your new year with some fresh ideas with our next Wellbeing Cafe lunch & learn plus discussion, 1-2pm on 14th January. IFW board member Hiren S Panchal will host Jess Best of McLaren Capital as she presents "How to address the gender pension gap." Attending this IFW talk counts towards your structured CPD hours. In this session you will discover the answer to the questions: • What is the gender pension gap? • What is the importance of this issue in modern-day society? • What can I do to help tackle the gender pension gap as in my professional life? Not yet an IFW member? Attend for free once for taste of IFW member events before joining us. Book here today: https://lnkd.in/efRnzgGV #FinancialWellbeing #genderpensiongap

Dr Thomas Mathar from Aegon UK is delivering a keynote talk at our 2025 Annual Conference called "What school didn’t teach you about money." Tom is always a popular speaker at the IFW conference! Click here here for more details and to purchase an Early Bird tickets before they sell out - https://lnkd.in/eKAuaRvG #FinancialWellbeing #financialeducation

We are excited to present a fresh new voice at the next IFW Conference, 20th May 2025. Alexandra Miles is making waves in the pensions industry by challenging and reinventing what we can, and should expect from retirement. Alexandra will open a breakout discussion exploring the possibilities for ‘Retirement reimagined.’ Click here to find out more and to book your ticket - https://lnkd.in/ecmMFJRK #financialwellbeing #retirementplanning