Initiative for Financial Wellbeing publishes 'Grand Plan'

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 to offer their time to help people improve their financial knowledge and to set up an arm th...