Adam Owen, a director and head of content at the young Financial Planner group NextGen Planners, has joined the board of the Institute for Financial Wellbeing as a non-executive director. 

Mr Owen has been a key figure in building up NextGen Planners which runs training programmes in the UK and worldwide, mainly for Financial Planners at the early stages in their careers.

For NextGen he has launched the NextGen International Speaker and Influencer Programme, a Global Financial Planning Conference and the 24 Hour Global Commute media campaign. 

He is a Past President of the Personal Finance Society and was a regional board member of the Chartered Management Institute where he was the communications lead. He will combine his new duties with the IFW with NextGen Planners' work.

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Mr Owen said: “I am excited to be joining the IFW at an important stage of its development and I look forward to helping the team to develop a strategy that makes a measurable change in our society.”

The IFW was founded in 2019 by Financial Planning firm owner Chris Budd who wrote an influential book on Financial Wellbeing ‘Creating Financial Peace of Mind’ and is due to publish his second book on the subject later this year.  The IFW formally became an institute in 2022.      

Nick Marsh, CEO of the IFW, said: “We are delighted that Adam has chosen to join us at the IFW. Adam brings a wealth of experience and knowledge in both designing and building communities. He will be instrumental in helping the IFW to grow and develop, providing input as we take financial wellbeing out to a wider audience.”

The IFW is a non-profit organisation which was launched in September 2019. It provides research, tools and knowledge about financial wellbeing.