Initiative for Financial Wellbeing publishes 'Grand Plan'

400 people shown interest in IFW

Sophie King
clock • 2 min read

The Initiative for Financial Wellbeing (IFW) has published its 'Grand Plan', highlighting its plans for the coming year and how people can get involved with its projects.

The plan will highlight that IFW would like its membership to drive it, and to do so, all members must agree what financial wellbeing actually means.  Initially, IFW will focus on investigating all aspects of financial wellbeing, developing tools that can be used by the planning and coaching community, and holding events, including a regional and annual conference. In addition, the plan outlined IFW's future aspirations. This includes creating financial education materials for advisers who want to offer their time to help people improve their financial knowledge and to set up an arm t...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA Working Lunches: Register now to hear from Schroders

PA Working Lunches: Register now to hear from Schroders

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 24 March 2023 • 1 min read
Goater: "Never underestimate the importance of good record keeping."

A day in the life of an adviser: Guernsey-based Rebecca Goater

PA hears how advisers all across the nation structure their workdays

Hope William-Smith
clock 24 March 2023 • 4 min read
Quilter adviser school revamps qualifications as head exits

Quilter adviser school revamps qualifications as head exits

Julian Hince to ‘pursue career outside Quilter Financial Adviser School’

Jenna Brown
clock 23 March 2023 • 2 min read