Financial Wellbeing Series – Improving Financial Wellbeing

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.

The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.

In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.

In the final episode, Rohan Sivajoti – co-founder of NextGen Planners – highlights how important it is that advisers try to help improve the wellbeing of everyone in society, not just the richest