Chris Budd: Putting financial wellbeing into practice

Wellbeing certificate and audit

clock • 3 min read

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 have also commissioned our first research, and have been supporting employers with our workplace wellbeing presentations. Throughout all of this, one question has been asked many times: I love the idea of financial wellbeing, but how do I put this into practice? We have provided two answers to this question. One for individuals, one for firms. The Financial Wellbeing Certificate pro...

To continue reading this article...

Join Professional Adviser for free

  • 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

Why the Kession ruling could reshape risk across financial promotion and AR structures

Why the Kession ruling could reshape risk across financial promotion and AR structures

‘Commercially, the implications are far-reaching’

Gareth Fatchett
clock 01 June 2026 • 5 min read
Advice firms report that around four in ten clients are vulnerable - MorganAsh

Advice firms report that around four in ten clients are vulnerable - MorganAsh

Data from the MorganAsh Resilience System

Jaskeet Briah
clock 28 May 2026 • 2 min read
Student loans present 'almost impossible' financial planning question

Student loans present 'almost impossible' financial planning question

To be a 'burden' for years to come, advisers say

Sophia Panayi
clock 28 May 2026 • 5 min read