Skip to main content

Resources

Guides, media, insights and updates – explore what Switchfoot has to offer

Resources 11

Sustainable Financial Planning

The full guide to our new model of financial planning that sets sustainability at its core

Our Theory Of Change

Watch our short video explaining the principles of system change we are persuing

Switchfoot’s Impact Report

Learn about our approach and activities to achieving our mission and vision

B-Corp: A Force For Good

Switchfoot founder Sebastian Elwell interviewed on The Financial Planner Life podcast

Workplace Pensions Guide

Helping you to choose, set up and administer a pension scheme on behalf of your team

Pensions Crib Sheet

A simple planning framework to inform your decision making around workplace pensions

Resources 12

Connect On LinkedIn

We share regular updates on LinkedIn for individuals, businesses and professional partners

Follow Us
Resources 13

Join Our Events

Get involved with Switchfoot at our online webinars and live broadcasts

View (via LinkedIn)
Resources 14

Watch Our Videos

Our YouTube channel explores sustainable financial planning principles and practical tips

Visit & Subscribe
Resources 15

Get Specialist Training

Switchfoot Wealth runs bespoke training sessions for professional partners

Learn More

Latest Posts

Explore our latest insights related to financial planning, sustainability and supporting vulnerable clients

Filter

Complex Financial Arrangements? How Partnering With A Financial Advisor Can Help Solicitors And Deputies 1
Professionals

Complex Financial Arrangements? How Partnering With A Financial Advisor Can Help Solicitors And Deputies

By Steven Day Switchfoot Wealth’s Steve Day explores the challenges of dealing with clients’ complex…
Making Your Money Matter: How To Get Started With Green Pensions 2
Business

Making Your Money Matter: How To Get Started With Green Pensions

By Steven Day Want your money to matter? Green banks and pension providers are a…
Financial Resilience: How Business Owners Can Maintain Control Even In Tough Times 3
Business

Financial Resilience: How Business Owners Can Maintain Control Even In Tough Times

By Steven Day Are your finances prepared for “shocks” that our fast-changing world seems increasingly…
Caring For The Carers: Financial Planning For Your Loved One, But Also Yourself 4
Families & Individuals

Caring For The Carers: Financial Planning For Your Loved One, But Also Yourself

By Steven Day Switchfoot Wealth’s Steve Day knows from personal experience the strain that families…
Explained: What Do Sustainable Investment Buzzwords Really Mean? 5
Uncategorized

Explained: What Do Sustainable Investment Buzzwords Really Mean?

By Sebastian Elwell, Founder - Switchfoot Wealth Want your money to do some good in…
Supporting Those In Later Life With Sound Financial Advice 6
Families & IndividualsProfessionals

Supporting Those In Later Life With Sound Financial Advice

By Steven Day As we age, our financial needs and concerns can become more complex.…
Reflections On B Corp Festival: Sustainable Professionals, Finance Systems And Future Development 7
BusinessProfessionalsSwitchfoot News

Reflections On B Corp Festival: Sustainable Professionals, Finance Systems And Future Development

Switchfoot spent a fascinating couple of days at ‘Louder than Words’, the biggest B Corp…
“We’re Doing The Best We Can”: The Imperfection Of Sustainable Financial Planning 8
Uncategorized

“We’re Doing The Best We Can”: The Imperfection Of Sustainable Financial Planning

At Switchfoot Wealth, our mission is to make Sustainable Financial Planning the default. In particular,…
59% Of Employees Want Financial Wellbeing Support: Here’s How To Provide It 9
Uncategorized

59% Of Employees Want Financial Wellbeing Support: Here’s How To Provide It

Serious about supporting employees to thrive at work and beyond? You need to take financial…
Why choose a financial adviser who is a STEP member? 10
Families & IndividualsBusinessProfessionals

Why choose a financial adviser who is a STEP member?

Why choose a financial adviser who is a STEP member? It can be tricky to…