Chris Budd: Putting financial wellbeing into practice
Wellbeing certificate and audit
Chris Budd: "One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm."
For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important...
The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 230 members, an annual conference, and a range of regular events. We...
More on Your profession
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
From 2023 to 2025
Altus launches vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Registrations open for Sustainable Investment Festival - book your place now
Join us on 22-25 June
MPs to investigate advice in ongoing pensions freedom inquiry
Deadline 15 May
From Openwork to The Openwork Partnership: Brand experts assess the change
Small team important
Back to Top
More news
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
From 2023 to 2025
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
'We have seen a sea-change in attitude'
Altus launches vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Investors receive 50% discount after legacy share class shift
Assessment of value reports
FCA hands £3.4m back to unauthorised investment scheme victims
Digital Wealth and Outsourcing Express raised over £15m
