IFW Annual Conference 2022

Welcome to the third Initiative for Financial Wellbeing (IFW) Conference entitled “Invest in Wellbeing.”

We’re so excited to be back face-to-face this year on 25th May 2022! It’ll be fantastic to meet you in person – Zoom has been incredibly productive and we will continue to run our monthly events online, but there’s something very special about physically being able to meet our members.

The event will take place at The Bristol Hotel and you are also invited to join us the night before for a social gathering at Harbour Housewhich is very informal.  Accommodation can be booked directly with the hotel – please quote IFW Conference when booking as we have already reserved some bedrooms in case these are required.

There promises to be another packed agenda including a range of inspirational subjects from several speakers coupled with an increased number of opportunities for discussions, socialising and networking.  We will have several keynote speakers as well as additional speakers facilitating and leading breakout discussions so there’ll be plenty of options for you to choose from to watch, listen to and get involved.

Our compère is Ruth Sturkey.

Speakers & facilitators include:

  • Dawn Turner  Independent Advisor and Non-Executive with expertise in Responsible Investment, Sustainable Finance and Environmental, Social and Governance risks: Financial planning: New World/New You
  • Dr Thomas Mathar – Insights Manager, Aegon: A new type of financial advice: From ‘Performance Maximiser’ to ‘Wellbeing Maximiser’
  • Alison Gray from Wellthy Australia: The Wellness Link: Incorporating Wellbeing into your Service Approach – Subtle shifts in perspective can lead to enhanced outcomes in life satisfaction, relationships and health, which is what most clients ultimately want!
  • Rohan Sivajoti – Speaker on diversity in the financial sector and founder of NextGen Planners: How to not be awkward about Diversity & Inclusion
  • Simonne Gnessen – Wise Monkey Financial Coaching: In this impactful session, Simonne will talk about the importance of self-awareness and how our conditioning, narrative and perspective shapes our map of the world.  She’ll explore how to set aside our knowledge, expertise and assumptions in order to help our clients explore their own map of the world, challenge their behaviour and align their finances with their highest aspirations.
  • Charlie Goodman – Employee Benefits Collective LLP: Workplace Wellbeing
  • Adam Owen – NextGen Planners
  • Nick Elston – Bonus keynote & Inspirational Speaker on Mental Health: A Ride Across the Badlands
  • Chris Budd – the IFW’s Founder & Chairman: Measuring the impact of your advice

Our ambition for this event is to create an open community of like-minded financial services professionals to meet and share ideas, and for 2022 also network in person.

We’re also running an optional event the night before at Harbour House in Bristol for anyone who would like to meet up in person and enjoy some social interaction, good food and company!

Who is this conference for?

This is a conference open to all. We want the debate about money and happiness to involve everyone.

If you are a financial adviser, coach, planner, paraplanner, practice manager, fintech startup, product provider, marketing expert, charity or just an interested party – the IFW will help you to help your clients achieve a fulfilling relationship with money.

It is also CPD accredited so you can use this event to go towards your annual CPD requirements!  In fact we’ve put together a list of learning outcomes from our keynote speakers to help you learn more about the professional development you will receive from attending this event.

Find out more here.


May 25 2022


All Day


The Bristol Hotel
Bristol, BS1 4QF
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