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  • Call for advisers to play greater role in client wellbeing

    Financial advisers should play a greater role in client wellbeing and offer more emotional, mental and general health support, a national IFA firm has recommended.

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

    Financial Planner and author Jason Butler
  • 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

    Julie Lord of Magenta Financial Planning
  • Workers over 50 have retirement ‘FOMO’ fears - study

    The over 50s are increasingly favouring phased retirement to avoid 'FOMO'
  • Julie Lord: It's time to make your own financial plan

    Julie Lord of Magenta Financial Planning
  • Planners launch Institute of Financial Wellbeing

    Chris Budd of the Institute of Financial Wellbeing
  • Industry experts to advise MAPS on strategy

    MAPS logo
  • Wellbeing campaign signs up first corporate partner

    IFW logo
  • Financial advice boosts savers’ ‘emotional wellbeing’

    Advised clients are more confident
  • PFS creates wellbeing hub for members 

    PFS Wellbeing Hub
  • 2 new recruits joins Planner wellbeing initiative

    IFW logo
  • 4 in 5 Planners go beyond money matters

    Aegon and Next Wealth conducted the research with 212 Financial Planners in December 2020.
  • Aegon partners with university for financial wellbeing study

    Aegon is also a founding corporate partner of the Initiative for Financial Wellbeing.
  • Chartered Planner hires wellbeing expert

    Lucas Fettes' website
  • 1 in 4 savers fear Omicron will hit finances this quarter

    Clive Bolton, managing director of protection, savings & retirement at LV=
  • 6 in 10 Financial Planners struggling with workloads

    The Personal Finance Society's wellbeing hub
  • Financial problems hitting mental health for many 

    Financial worries can affect mental health
  • Quilter hires head of wellbeing from Disney

    Quilter's new head of wellbeing Daisy Dupree-Loxton
  • Financial health is top concern for workers

    Evelyn Partners logo

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