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  • Financial Planner and author Jason Butler

    Financial Planner launches new book on living a ‘full’ life

  • Julie Lord of Magenta Financial Planning

    Julie Lord: Why fancy cars are no measure of true wealth

  • Julie Lord of Magenta Financial Planning

    Julie Lord: Good Financial Planning's enemy is bad spending

  • The over 50s are increasingly favouring phased retirement to avoid 'FOMO'

    Workers over 50 have retirement ‘FOMO’ fears - study

  • Julie Lord of Magenta Financial Planning

    Julie Lord: It's time to make your own financial plan

  • Chris Budd of the Institute of Financial Wellbeing

    Planners launch Institute of Financial Wellbeing

  • MAPS logo

    Industry experts to advise MAPS on strategy

  • IFW logo

    Wellbeing campaign signs up first corporate partner

  • Advised clients are more confident

    Financial advice boosts savers’ ‘emotional wellbeing’

  • PFS Wellbeing Hub

    PFS creates wellbeing hub for members 

  • IFW logo

    2 new recruits joins Planner wellbeing initiative

  • Aegon and Next Wealth conducted the research with 212 Financial Planners in December 2020.

    4 in 5 Planners go beyond money matters

  • Aegon is also a founding corporate partner of the Initiative for Financial Wellbeing.

    Aegon partners with university for financial wellbeing study

  • Lucas Fettes' website

    Chartered Planner hires wellbeing expert

  • Clive Bolton, managing director of protection, savings & retirement at LV=

    1 in 4 savers fear Omicron will hit finances this quarter

  • The Personal Finance Society's wellbeing hub

    6 in 10 Financial Planners struggling with workloads

  • Financial worries can affect mental health

    Financial problems hitting mental health for many 

  • Quilter's new head of wellbeing Daisy Dupree-Loxton

    Quilter hires head of wellbeing from Disney

  • Evelyn Partners logo

    Financial health is top concern for workers

  • Joe Cole, Ryan Briggs and Ryan's son Nico

    Former footballer launches financial wellbeing service

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