financial wellbeing

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.
20% of workers avoid thinking about finances

One in five workers (20%) avoids organising and planning their finances, with some blaming anxiety or stress about their financial situation for their failings.
Dan Atkinson Column: We need to ask more questions about money
Jason Butler draws on clients' lives for new book
32% have mental health issues from money worries
Aegon launches financial wellbeing guide
Research lays bare state of millennials’ financial wellbeing
Firm helps students, prisoners and homeless with money guidance
PIMFA launches mental and financial wellbeing campaign
MAPS' 10 year plan to transform UK’s financial health
Industry backs MAPS plan to improve UK’s financial wellbeing
MAPS names leaders tasked with raising financial wellbeing
And next up, the Financial Wellbeing news…
PFS plans return to live events from November
Financial advice linked to wellbeing – report
Aegon unveils financial wellbeing tool for the nation
Planners quadruple client financial wellbeing
Aegon partners with university for financial wellbeing study
IFW returns to in-person wellbeing conference for Planners
Wealth Wizards adds financial wellbeing software

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