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The Institute for Financial Wellbeing is a not for profit community helping people build healthier relationships with money through education, insight, and shared learning.
The Institute for Financial Wellbeing is a not for profit community helping people build healthier relationships with money through education, insight, and shared learning.
The Institute for Financial Wellbeing is a not for profit community helping people build healthier relationships with money through education, insight, and shared learning.
Who is the IFW for?
Who is the IFW for?
Who is the IFW for?
Two audiences, one shared goal: better lives with money.
Two audiences, one shared goal: better lives with money.
Two audiences, one shared goal: better lives with money.
Financial professionals
For advisers, planners, paraplanners and coaches who want deeper, wellbeing led client conversations.
Financial professionals
For advisers, planners, paraplanners and coaches who want deeper, wellbeing led client conversations.
Financial professionals
For advisers, planners, paraplanners and coaches who want deeper, wellbeing led client conversations.
Individuals and partners
For anyone who wants to understand how money affects everyday life, work, and happiness.
Individuals and partners
For anyone who wants to understand how money affects everyday life, work, and happiness.
Individuals and partners
For anyone who wants to understand how money affects everyday life, work, and happiness.
What we do.
What we do.
What we do.
We bring people together to explore what financial wellbeing really means and how to support it in practice.
We bring people together to explore what financial wellbeing really means and how to support it in practice.
We bring people together to explore what financial wellbeing really means and how to support it in practice.
Education and insight
Research, ideas, and learning that connect money to wellbeing, not just performance.
Education and insight
Research, ideas, and learning that connect money to wellbeing, not just performance.
Education and insight
Research, ideas, and learning that connect money to wellbeing, not just performance.
Community and conversation
A space to share experience, learn from others, and think more deeply about the work.
Community and conversation
A space to share experience, learn from others, and think more deeply about the work.
Community and conversation
A space to share experience, learn from others, and think more deeply about the work.
Standards and better practice
Supporting a shift in financial services away from selling products and towards understanding people.
Standards and better practice
Supporting a shift in financial services away from selling products and towards understanding people.
Standards and better practice
Supporting a shift in financial services away from selling products and towards understanding people.
Language and clarity
Helping people put words to financial wellbeing, so conversations are clearer, calmer, and more meaningful.
Language and clarity
Helping people put words to financial wellbeing, so conversations are clearer, calmer, and more meaningful.
Language and clarity
Helping people put words to financial wellbeing, so conversations are clearer, calmer, and more meaningful.
Wellbeing, taken seriously.
Wellbeing, taken seriously.
Wellbeing, taken seriously.
IFW is a membership organisation for people who want to learn, share, and improve how money fits into life. Membership is open to all, with much of the work focused on supporting financial professionals.
Membership includes:
✓ Events that bring the community together
✓ Resources that support better conversations
✓ A space to share ideas, challenges, and good practice
IFW is a membership organisation for people who want to learn, share, and improve how money fits into life. Membership is open to all, with much of the work focused on supporting financial professionals.
Membership includes:
✓ Events that bring the community together
✓ Resources that support better conversations
✓ A space to share ideas, challenges, and good practice
IFW is a membership organisation for people who want to learn, share, and improve how money fits into life. Membership is open to all, with much of the work focused on supporting financial professionals.
Membership includes:
✓ Events that bring the community together
✓ Resources that support better conversations
✓ A space to share ideas, challenges, and good practice
More than a buzzword.
More than a buzzword.
More than a buzzword.
Financial wellbeing is everywhere, but often poorly defined. In this video, Rohan explains why it is not a trend or label, but a discipline rooted in how money supports real life.
Financial wellbeing is everywhere, but often poorly defined. In this video, Rohan explains why it is not a trend or label, but a discipline rooted in how money supports real life.
Financial wellbeing is everywhere, but often poorly defined. In this video, Rohan explains why it is not a trend or label, but a discipline rooted in how money supports real life.
Partners who care
about wellbeing.
We work with organisations who want to bring financial wellbeing thinking to more people, including charities, HR and learning teams, accountants and solicitors. If that sounds like you, we would love to talk.
Partners who care about wellbeing.
Partners who care
about wellbeing.
We work with organisations who want to bring financial wellbeing thinking to more people, including charities, HR and learning teams, accountants and solicitors. If that sounds like you, we would love to talk.
Partners who care about wellbeing.
Partners who care
about wellbeing.
We work with organisations who want to bring financial wellbeing thinking to more people, including charities, HR and learning teams, accountants and solicitors. If that sounds like you, we would love to talk.
Partners who care about wellbeing.
Our mission, vision
and values.
Our mission, vision
and values.
Our mission, vision
and values.
In this short video, Rohan shares the mission behind the Institute for Financial Wellbeing and the values that shape everything we do. It is about helping people live better lives through money, and building a profession focused on wellbeing, not just wealth.
In this short video, Rohan shares the mission behind the Institute for Financial Wellbeing and the values that shape everything we do. It is about helping people live better lives through money, and building a profession focused on wellbeing, not just wealth.
In this short video, Rohan shares the mission behind the Institute for Financial Wellbeing and the values that shape everything we do. It is about helping people live better lives through money, and building a profession focused on wellbeing, not just wealth.
What’s coming
in 2026?
What’s coming
in 2026?
What’s coming
in 2026?
In 2026, we are expanding the conversation around financial wellbeing through monthly sessions, shared learning and our annual conference. It is a year focused on community, clarity and building stronger foundations for the future.
In 2026, we are expanding the conversation around financial wellbeing through monthly sessions, shared learning and our annual conference. It is a year focused on community, clarity and building stronger foundations for the future.
In 2026, we are expanding the conversation around financial wellbeing through monthly sessions, shared learning and our annual conference. It is a year focused on community, clarity and building stronger foundations for the future.
Frequently asked questions.
Frequently asked questions.
Frequently asked questions.
Is IFW only for financial professionals?
No. Membership is open to anyone interested in financial wellbeing, although much of our work supports professionals.
What do you mean by financial wellbeing?
What happens when I join?
Where are you based?
Is IFW only for financial professionals?
No. Membership is open to anyone interested in financial wellbeing, although much of our work supports professionals.
What do you mean by financial wellbeing?
What happens when I join?
Where are you based?
Is IFW only for financial professionals?
No. Membership is open to anyone interested in financial wellbeing, although much of our work supports professionals.
What do you mean by financial wellbeing?
What happens when I join?
Where are you based?
Ready to join the conversation?
Ready to join the conversation?
Ready to join the conversation?
Whether you’re curious about membership, partnerships, events or simply want to explore financial wellbeing further, we’d love to hear from you.
Whether you’re curious about membership, partnerships, events or simply want to explore financial wellbeing further, we’d love to hear from you.
Whether you’re curious about membership, partnerships, events or simply want to explore financial wellbeing further, we’d love to hear from you.