IFW (Institute for Financial Wellbeing)

The IFW helps the financial advice,planning & coaching community to improve their client’s financial wellbeing by helping them become happier not just wealthier

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Success can't be measured by portfolio values alone.

Confidence. Choice. Peace of mind.

These matter too.

That's why more planners are rethinking what great financial planning looks like.

#FinancialWellbeing

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Sometimes the best outcome of financial planning isn’t a bigger number.

It’s a client sleeping better at night.

Question for planners: when did you realise a client’s real concern wasn’t money itself, but what the money represented emotionally?

#FinancialWellbeing

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

One of the biggest things financial planning gives people isn’t better returns.

It’s the relief of finally knowing where they stand.

Sometimes clarity reduces more stress than any spreadsheet ever could.

What financial worry do clients carry most before asking for help?

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

More wealth doesn’t always mean more wellbeing.

Money matters. But how people experience their lives matters too.

As planners, are we helping clients grow wealth… or helping them build lives they actually want to live? 👇

#FinancialWellbeing #FinancialPlanning #LifePlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

When planning focuses on wellbeing, not just wealth…

Clients engage more.
Decisions feel clearer.
Trust builds naturally.
And the work? It starts to feel meaningful again.
Are your conversations about money… or what money is for?

#FinancialWellbeing #FinancialPlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Introducing Charles Goodman.

Charlie works at the intersection of employers, benefits, and real-life wellbeing. Not what's on paper - how it's actually experienced.

Because workplace wellbeing isn't about ticking boxes. It's about whether people feel in control.

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Wellbeing gets added on a lot. A values question here, a lifestyle chat there. But the plan stays the same.

That's the gap.

Wellbeing isn't a layer on top of advice. It's the reason advice exists.

Is it driving your work, or
sitting in the background?👇

#FinancialWellbeing

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Most people think financial wellbeing is measured.

It isn’t. It’s felt. 🧠

When it’s missing, money gets loud.
When it’s there, money goes quiet.
That’s when planning really works. 🌿

When have you seen that shift in a client?

#FinancialWellbeing #FinancialPlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Introducing Hiren Panchal, Vice Chair at the Institute for Financial Wellbeing.

Money isn’t just practical.
It’s emotional. Behavioural. Personal.
And when we understand that, everything changes.

#FinancialWellbeing #FinancialPlanning #AdviceProfession #Wellbeing

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Most planning conversations sound productive.

But do they change how someone feels about their life? 🤔

What actually makes that shift happen… but never shows up in the plan? 👇

#FinancialWellbeing #FinancialPlanning #ClientConversations

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Martin Ruskin, Chair of IFW.

Decades in planning. A clear belief: this work should be a force for good.

Not just about wealth - but confidence, clarity and peace of mind.

That’s the standard we’re building.

#FinancialWellbeing #FinancialPlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Relief doesn’t come at the end.
It comes when things finally make sense.
Clarity. Being heard. A path forward.

That’s what good planning really delivers.

#FinancialWellbeing #FinancialPlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

When wellbeing leads, clients stop performing and start being honest.

Better conversations.
Aligned decisions.
Real confidence.
Less directing.
More working together.

That’s where financial planning does its best work.

#FinancialWellbeing #FinancialPlanning

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

If financial wellbeing matters to you, you belong here.

The Institute for Financial Wellbeing is back with a clearer purpose and bigger plans for 2026.

More insight. More research. More honest conversations about what money is really for.

Join us 👇
https://t.co/h6rEe3aCZq

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Next Monday, 12pm.

Money: Mindshift - Human-Centric Advice
with Dr. Tom Mathar (Aegon).
What are clients really looking for from financial advice?

Join the conversation 👇
https://t.co/7ZYEnzpC8a

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

The Institute for Financial Wellbeing is back ✨

Because financial planning isn’t just about returns.
It’s about confidence, choices and sleeping at night.

2026: building a bigger, better conversation.

#FinancialWellbeing #FinancialPlanning #FinancialAdvice

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Today we welcome Rohan Sivajoti to the IFW as the new CEO and Martin Ruskin as Chair of the Board.

We've been quiet for a while, that will change in 2026.

Eyes peeled. Incoming.

For now though; back to the mince pies, and wishing you all a wonderful festive period 🎅🏽

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

We're delighted to announce our new Partner member - @BareRock_PII - Professional Indemnity Insurance providers.
https://t.co/ieRVUKOiVT
#financialwellbeing #insurance

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Today's #WednesdayWisdom - a timely reminder especially as we're heading towards the end of the year and a time when we're all feeling a little more fatigued.
#financialwellbeing #healthiswealth

[IFW (Institute for Financial Wellbeing) @IFWellbeing]

Our first 2025 Wellbeing Cafe offers some fresh ideas from 1-2pm on Tues 14th Jan, when
@Wealth_Adviser hosts Jess Best of McLaren Capital. Jess will present ‘How to address the gender #pension gap.’ Non-member? Come free once, then join! Book here https://t.co/NfrQSEAru9