Attivo becomes the exclusive financial wellbeing partner of the Women’s Institute

Attivo has become the exclusive financial wellbeing partner of the Women’s Institute, in a partnership celebrating women’s financial influence, ambition and opportunity – and the power of making confident choices for the future.

We’re proud to be partnering with the WI, one of the UK’s most trusted and well-loved communities that brings women together to learn, share ideas and support one another. The partnership unites two organisations with a shared belief in the power of knowledge, community and positive action.

Together, we want to champion women as decision-makers, wealth-holders and shapers of the future, helping WI members feel more confident about money, retirement, inheritance, later-life planning and the choices ahead.

The WI has long created space for women to connect, learn and take action on the issues that matter to them. For us, that makes this partnership a natural fit. Financial planning is at its most powerful when it gives people clarity, confidence and a greater sense of control over the future they want to create.

Why this matters

Women are set to play an even greater role in the transfer, ownership and direction of wealth over the coming years. That shift represents a powerful opportunity for women: to shape plans, fund ambitions, support families and make decisions on their own terms.

This is not just a financial moment. It is a moment of influence, independence and possibility – and one that deserves clear information, trusted expertise and conversations that feel relevant to real life.

From retirement and estate planning to later life planning and supporting family members, financial decisions are often deeply personal. They are shaped by relationships, responsibilities, ambitions and the desire to make the most of what lies ahead. Through this partnership, we want to help make those conversations feel more approachable.

Where Attivo can help

We help people use their wealth with purpose. As an independent, chartered financial planning firm, our advice is shaped around people’s lives, ambitions and priorities – helping them make confident decisions about the future they want to create.

Our Lifestyle Financial Planning approach starts with people’s lives, not products. We work with clients to understand what matters most to them, then build financial plans that support those goals – whether that means preparing for retirement, using wealth to support loved ones, planning for later life or thinking about the legacy they want to leave.

What members can expect

Through the partnership, members can expect accessible insight and guidance on topics that matter to them and their families, from retirement and inheritance to later-life planning and financial confidence. The focus will be on making financial planning feel modern, personal and relevant.

Members will hear from us through WI channels and activity over time, with content designed to be practical, accessible and easy to relate to. The aim is not to overwhelm people with technical detail, but to give them useful insight, helpful prompts and the confidence to ask the right questions.

As the partnership develops, the focus will remain on helping members look ahead with clarity – whether they are thinking about their own retirement, receiving an inheritance, supporting children or grandchildren, caring for loved ones, or simply wanting to feel more in control of their financial future.