The initiative for Financial Wellbeing (IFW) has published its ‘Grand Plan’, highlighting its plans for the coming year and how people can get involved with its projects
The plan will highlight that IFW would like its membership to drive it, and to do so, all members must agree what financial wellbeing actually means. Initially, IFW will focus on investigating all aspects of financial wellbeing, developing tools that can be used by the planning and coaching community, and holding events, including a regional and annual conference. In addition, the plan outlined IFW's future aspirations. This includes creating financial education materials for advisers who want...
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Aon’s tenth UK Benefits & Trends Survey