Money:Mindshift week
2-4 June 2026
Creating financial advice for real lives
Welcome to Money:Mindshift week 2026
Join Dr. Tom Mathar and our experts for a fresh take on financial wellbeing.
From 2-4 June, we'll bring together trusted expertise and real human insight in a series of live webinars, to help you put people at the centre of your advice. Discover how to navigate the human side of financial planning and why focusing on people first leads to better outcomes. Book your place now.
The psychology of financial advice
Unlock the psychology of money to build deeper client trust, elevate your advice, and create stronger, bias‑aware, human‑centric relationships that drive better financial outcomes.
Speakers: Dr. Tom
Date: 2 June 2026, 10.00am-11:00am
Retirement: more than a maths problem
Explore the human side of retirement as Dan Haylett and Dr. Tom reveal the psychology, emotions, and identity shifts clients face - and how you can guide a purposeful, confident transition beyond work.
Speakers: Dr. Tom, Head of Money:Mindshift
Dan Haylett, Financial Planner at TFP
Date: 3 June 2026, 10.00am-11:00am
Wealth planning for the next generation
A future‑focused session exploring key trends in intergenerational wealth, from tax and pension strategies to 100‑year‑life planning, with insights to deepen client trust and long‑term family engagement.
Speakers: Dr. Tom, Head of Money:Mindshift
Martin Haggart, Pensions Technical Manager
Elaine Cruickshank, Tax and Trusts Manager
Date: 3 June 2026, 2.00pm-3.00pm
Build better advice: how to boost your emotional intelligence
Discover how emotional intelligence can transform client conversations - helping you communicate with impact, and build stronger, trust‑led relationships that drive clearer decisions and better outcomes.
Speakers: Dr. Tom, Head of Money:Mindshift
James Woodfall, Founder of Raise Your EI
Date: 4 June 2026, 10.00am-11:00am
Get more from Money:Mindshift
Watch our new six-part 'How-to' video series by Dr. Tom, created to help you transform your client conversations. You’ll discover practical ways to embed human-centricity into every stage of your advice process - all the way from the intial and planning meetings to the client review.
Add to your toolkit: Creating financial advice for real lives
Financial planning isn’t just technical - it’s human. It’s shaped by people’s values, emotions and the lives they want to lead.
Our Creating financial advice for real lives pack helps you build the skills needed to shift towards truly human‑centric advice, so you can make a positive impact on your clients’ lives.
The Money:Mindshift podcast
What if the key to a longer, happier life isn’t just having more money, but changing how we think about it? That’s the core idea behind Money:Mindshift – a fresh approach to how we think, talk, and feel about money.
In our podcast, shaped by clients, Dr. Tom speaks to a range of experts about how to make a mind shift when it comes to dealing with money and our relationship with money.
The Money:Mindshift podcast
Tune into our podcast where author, financial wellbeing pro and host, Dr. Tom, chats with experts about shifting your financial perspective.
A richer life isn't just about your client's bank balance, it's about mindset too.
