IFW (Institute for Financial Wellbeing)

Most people think financial wellbeing is measured. It isn’t. It’s felt. 🧠 When it’s missing, money gets loud. When it’s there, money goes quiet. That’s when planning really works. 🌿 When have you seen that shift in a client? #FinancialWellbeing #FinancialPlanning

Introducing Hiren Panchal, Vice Chair at the Institute for Financial Wellbeing. Money isn’t just practical. It’s emotional. Behavioural. Personal. And when we understand that, everything changes. #FinancialWellbeing #FinancialPlanning #AdviceProfession #Wellbeing

Most planning conversations sound productive. But do they change how someone feels about their life? 🤔 What actually makes that shift happen… but never shows up in the plan? 👇 #FinancialWellbeing #FinancialPlanning #ClientConversations

Martin Ruskin, Chair of IFW. Decades in planning. A clear belief: this work should be a force for good. Not just about wealth - but confidence, clarity and peace of mind. That’s the standard we’re building. #FinancialWellbeing #FinancialPlanning

Relief doesn’t come at the end. It comes when things finally make sense. Clarity. Being heard. A path forward. That’s what good planning really delivers. #FinancialWellbeing #FinancialPlanning

When wellbeing leads, clients stop performing and start being honest. Better conversations. Aligned decisions. Real confidence. Less directing. More working together. That’s where financial planning does its best work. #FinancialWellbeing #FinancialPlanning

If financial wellbeing matters to you, you belong here. The Institute for Financial Wellbeing is back with a clearer purpose and bigger plans for 2026. More insight. More research. More honest conversations about what money is really for. Join us 👇 nextgenplanners.mn.co/spaces/1714872…

Next Monday, 12pm. Money: Mindshift - Human-Centric Advice with Dr. Tom Mathar (Aegon). What are clients really looking for from financial advice? Join the conversation 👇 us02web.zoom.us/webinar/regist…

The Institute for Financial Wellbeing is back ✨ Because financial planning isn’t just about returns. It’s about confidence, choices and sleeping at night. 2026: building a bigger, better conversation. #FinancialWellbeing #FinancialPlanning #FinancialAdvice

Today we welcome Rohan Sivajoti to the IFW as the new CEO and Martin Ruskin as Chair of the Board. We've been quiet for a while, that will change in 2026. Eyes peeled. Incoming. For now though; back to the mince pies, and wishing you all a wonderful festive period 🎅🏽

We're delighted to announce our new Partner member - @BareRock_PII - Professional Indemnity Insurance providers. ifamagazine.com/innovative-pii… #financialwellbeing #insurance

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

Our first 2025 Wellbeing Cafe offers some fresh ideas from 1-2pm on Tues 14th Jan, when @Wealth_Adviser hosts Jess Best of McLaren Capital. Jess will present ‘How to address the gender #pension gap.’ Non-member? Come free once, then join! Book here theifw.kartra.com/calendar/WCJan…

Another speaker announcement for our 2025 Conference 20th May! Becca Timmins, a consultant, coach & facilitator at When We Think, will be delivering a breakout session called "The magic of silence: The rare power of not interrupting." Click the link in the comments for details

At our next #ToolsandTactics (1pm, Tues 11th Feb), David Lamb from ScoreMy joins @LorraineMcFall to introduce: ‘Build deep and measurable relationships with clients.’ Bring your own questions & answers too. Non-member? Come free once, then join! Book here: theifw.kartra.com/calendar/TTFeb…

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 - instituteforfinancialwellbeing.com/a-new-addition… #FinancialWellBeing #financialshock

Grab a cuppa and read our latest member spotlight featuring Petra Spirkova from First Wealth London who says "To be a good financial planner, plan for a life well-lived." Click here to read her story - instituteforfinancialwellbeing.com/to-be-a-good-f… #FinancialWellBeing #financialplanner

Our first 2025 Wellbeing Cafe offers some fresh ideas from 1-2pm on Tues 14th Jan, when @Wealth_Adviser hosts Jess Best of McLaren Capital. Jess will present ‘How to address the gender #pension gap.’ Non-member? Come free once, then join! Book here theifw.kartra.com/calendar/WCJan…

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, click here here for details & to buy Early Bird tickets before they sell out instituteforfinancialwellbeing.com/dr-thomas-math…