Initiative for Financial Wellbeing releases first conference date

The conference, which will be held on 14 May 2020 at The Bristol Hotel, is open to anyone within the financial services sector who wishes to make themselves and their clients happier and wealthier. 

Attendees will hear from speakers who will discuss wellbeing and behaviours, why financial wellbeing gives great compliance and how to create happy working environments.

Speakers announced so far include IFW founder Chris Budd (pictured), Clarke Willmott managing director and partner Philippa Hann, Happy City chief executive Liz Zeidler, Be-IQ founder and director Neil Bage and Happy Ltd founder and chief happiness officer Henry Stewart.

Speaking to Professional Adviser, Budd said: "The financial wellbeing conference was such a success last year that it spawned the IFW.

"One of the main aims is to bring like minded people together, financial advisers, planners, coaches, paraplanners, providers, fintech, charities - anyone who wants to help people to use their money to be happier, not just wealthier."

Elsewhere, Budd said registration for the IFW launch party is also open, which will be held the evening before the conference on 13 May and will feature a performance cover band The Coyote Kings. To register for the conference, please click here. 

Chris Budd: How to help clients be happy and protect your business at the same time

IFW was launched in September 2019, and is a not for profit and member-led initiative, for anyone within the financial services sector who wishes to help their clients become happier, rather than just wealthier. 

Those helping the institute will research the principles of money and happiness, develop ways in which financial planning and advice firms can use this research in their businesses, and collaborate with other organisations to help spread their knowledge and skills. 

In October last year, IFW unveiled its executive team which included Henwood Court managing director Nick Platt, Magenta Financial Planning chief executive Julie Lord and Elite Financial Consulting adviser Karen Taylor. 

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