The IFW Annual Conference will take place on 20th May 2025, with an optional awards dinner and networking event on the evening of 19th May.

IFW Conference 2025’s themes:

Identify>Understand>Implement

Early Bird tickets are available to both IFW members & non-members until 28th February 2025.

Speakers on the agenda include Dr Sonya Lutter, Ph.D., CFP®, LMFT, who will deliver a talk on the practical ways behavioural science can help clients overcome money hang ups, and Sebastian Elwell, director of Switchfoot Wealth Limited, who will open up the topic ‘Wellbeing in a warming world – how financial planning may hold the key to everything.’

Please note that the programme is continuously being updated, so keep checking for the latest updates while we put the finishing touches to this year’s agenda

• Dr Sonya Lutter, Ph.D., CFP®, LMFT – keynote– Practical ways behavioural science can help clients overcome money hang ups. Find out more.
• Dr Thomas Mathar, Aegon UK – keynote – ‘What school didn’t teach you about money.’ Find out more.
• Jon Dunckley, founding director of the ‘About…’ Consulting Group – keynote – ‘Financial flourishing: Applied positive psychology and financial wellbeing.’ 
• Sarah Wallace, Just Finance Foundation – keynote – ‘Help clients explain money to the next generation.’
• Alexandra Miles of Legal and General Investment Management, Founder chair of the Institute and Faculty of Actuaries Pension Gap Working Party and Co-chair of the Data and Research Group of an industry-wide Pensions Equity Group – breakout discussion – ‘Retirement Reimagined.’ Find out more.
• Sebastian Elwell, director of Switchfoot Wealth Limited – breakout discussion – ‘Wellbeing in a warming world – how financial planning may hold the key to everything.’ Find out more.
• Becca Timmins, a consultant, coach and facilitator at When We Think –breakout discussion – ‘The magic of silence: The rare power of not interrupting.’ Find out more.
• Alan Whittle, founder of Unburdened Solutions, lecturer – breakout discussion – “Reading your clients to enable smarter financial decision-making.” Find out more.

The IFW one-day conference is a way of sharing and celebrating your Financial Wellbeing journey.

Enjoy a high quality and stimulating conference programme with leading experts and practitioners, making this the essential forum for the UK Financial Wellbeing sector to engage, debate and network.

IFW one-day conference is a way of sharing and celebrating your Financial Wellbeing journey.