Beyond Wealth: Rethinking Retirement Planning for Better Client Outcomes

Beyond Wealth: Rethinking Retirement Planning for Better Client Outcomes

Retirement planning has traditionally focused on financial readiness, but advisers increasingly recognise that psychological wellbeing may also play an important role in shaping outcomes.

In this webinar, James Woodfall, founder of Raise Your EI, shares insights into the emotional transition into retirement, exploring why outcomes don’t always align with financial security—and what advisers can do differently.

You’ll leave with practical ideas to evolve your approach, strengthen client relationships, and enhance your retirement proposition.

Learning objectives:

1. Understand key psychology theories affecting retirees.

2. Learn what supports psychological wellbeing and what impacts it negatively.

3. How to adapt your planning sessions for pre and post-retirement advice.

Structured CPD Applicable. For Financial Professionals Only.

James Woodfall,  Founder of Raise Your EI

James Woodfall is a former financial planner turned communication and psychology specialist. He is the author of the best-selling book “The Heart of Finance: Emotional Intelligence for Financial Planners” and, in 2025, carried out research into retirement psychology and planning practices. 

Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. 

Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships. 

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business. 

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