£180 – £360

IFW Annual Conference 2020

Event Information

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Location

The Bristol Hotel

Prince Street

Bristol

BS1 4QF

United Kingdom

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Refund Policy

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Eventbrite's fee is nonrefundable.

Event description
Taking place in the heart of Bristol’s docks, this event is dedicated to the fast emerging topic of money and happiness.

About this Event

Welcome to the very first Initiative for Financial Wellbeing (IFW) Conference.

One of the purposes of the IFW is to create a meeting place for like minded financial services professionals to meet and share ideas. In this conference you'll hear from expert speakers on topics such as: wellbeing and behaviours; why financial wellbeing gives great compliance and how to create happy working environments.

You'll also hear more about the IFW and how you can get involved in changing the way financial planning and advice is delivered.

There'll also be opportunities to offer your views and opinions - and to be involved with debates on a range of subjects.

Who is this conference for?

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

So, 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 exists to help you to help you and your clients to become happier as well as wealthier.

Full speaker list to follow, but so far we have confirmed:

  • What is the IFW for? - Chris Budd
  • Measuring financial wellbeing - Liz Zeidler, Happy City
  • Knowing your clients well enough to increase their wellbeing – Neil Bage, BeIQ
  • Happy Workplaces – Henry Stewart, Chief Happiness Officer, Happy Ltd
  • Compliance loves financial wellbeing! – Phillipa Hann, Clarke Willmott

We very much look forward to welcoming you to becoming part of the financial wellbeing movement!

Come along to the IFW launch party

Join us on the evening of the 23 September, for the official IFW launch party. Open to all IFW members - there'll be food, drinks a plenty and live music, courtesy of the The Coyote Kings.

It's £20+VAT, doors open at 6 PM and it runs to about 11:30 PM. There's limited tickets so don't miss out. Just add the launch party option at checkout.

New for 2020! Register your interest for event childcare

We’re planning to offer specialist childcare facilities for delegates to purchase, so the Conference is accessible to all. If you'd like to know more, check the box on your order form and keep an eye on your inbox over the coming weeks for more details. The cut off for letting us know is 18 July .

Accommodation

A limited number of rooms are available at the venue on the night of the 23rd September, for a special rate of:

£145 for single occupancy (B&B)

£155 for double occupancy (B&B)

To book your room, please call the Bristol Hotel directly on 0117 923 0333 and let them know you're booking for the Initiative for Financial Wellbeing Conference on the 24th September.

There are also lots of hotels nearby, check them out here.

How much does it cost?

Members

Early bird tickets are £150+VAT for IFW members

Non-members

Early bird tickets are £250+VAT for non-members.

But, if you're not a member and want to join, head over to initiativeforfinancialwellbeing.org.uk/join

CPD

We will provide attendance certificates with learning objectives in support of Structured CPD requirements

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Date and Time

Location

The Bristol Hotel

Prince Street

Bristol

BS1 4QF

United Kingdom

View Map

Refund Policy

Contact the organiser to request a refund.

Eventbrite's fee is nonrefundable.

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