Why you should attend

How does financial wellbeing turn into business value?

Decision-makers from banks, asset managers, fintechs, regulators and research meet in Berlin for one day to answer it with data. Use the momentum of the pension reform.

See the new Financial Wellbeing Score before anyone else.

Financial wellbeing is moving from CSR to P&L.

Be ready for AI advice and the Altersvorsorgedepot.

Senior decision-makers from 80+ organisations. Masterclasses and best practices from market leaders.

Meet the right people with a reason, and leave with projects.

Who should join

Built for the people who move the numbers

→Banks measuring customer outcomes, not just deposits
→Employers and bAV decision-makers preparing for the opt-out
→Fintechs building advisory and wellbeing products
→Regulators and legal counsel working on RIS and BRSG II
→Product teams working on nudging, AI advisory and debt prevention

Agenda · 2 December

One day, from data to decisions

A HoFT data release opens the day: the FinWell Monitor 2026. After that: four panels, three keynotes and six masterclasses.

08:15
Registration & arrival
09:00
Welcome & framing
Opening of the day
09:10
Opening keynote
Germany's national financial education strategy: the policy perspective
09:30
Release I
The new German Financial Wellbeing Score
09:50
Panel 1
Do banks earn more when customers are financially healthier?
10:25
Networking break
10:45
Keynote
Presenting Partner keynote
11:05
Panel 2
Financial Advisory 2.0: AI, advisory costs and trust
11:40
Networking break
12:00
Panel 3
Savers into Investors: 30 days before the Altersvorsorgedepot
12:35
Lunch & networking
13:35
Masterclasses · Round 1
Three parallel 60-minute sessions
Rooms A–C
14:35
Networking break
14:55
Masterclasses · Round 2
Three parallel 60-minute sessions
Rooms A–C
15:55
Networking break
16:15
Keynote
Presenting Partner keynote
16:35
Closing panel
Gen Z: Anxious, Digital, Unreached? × Behavioural Design
17:10
Ceremony
The FinWell Wealth Award
Jury verdict & ceremony
17:40
Cosy winter networking