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Joining the Society

Society Membership is only available to financial advisers who either hold or are working towards the ‘Later Life Adviser Accreditation’. Below is all the information you need to decide whether accreditation is for you, and details of the membership options available.

The Accreditation

Our aim is to put consumers in touch with fully Financial Advisers who specialise in the financial needs of older people. By becoming a member of SOLLA, you receive an endorsement of your skills and experience in working with, and understanding the needs of, older people and their families and carers. For this reason, it is only possible to become a full member if you have successfully attained the Later Life Adviser Accreditation.

Professional qualifications, whilst essential, are unlikely to give the full picture of an adviser’s expertise. Those advisers who take the further steps to become independently accredited come with the added reassurance that they offer the practical help and guidance needed to make the right decisions at the right time.

What is the Later Life Accreditation?

The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of those advisers who specialise in the older client market. If you actively advise older clients and are authorised as competent to give financial advice, then you should consider becoming accredited. LLAA is not an examination, but an assessment process which involves a Self Audit Form submission and a face to face assessment interview (viva). You can view the prospectus here, which outlines the entry level requirements, assessment process and costs involved.

View the Prospectus

View the 2016 Assessment Dates

View the 2017 Assessment Dates

View the Candidate Application Guide

Please read the prospectus carefully before deciding whether to proceed with accreditation. It will help you to decide whether accreditation is right for you, and if so – help you to prepare for assessment. If you are ready to proceed with a formal application for the Later Life Accreditation click on the link.

Accreditation Application

Standards

You may also be interested to find out more about the SOLLA Care Advice Standard and the SOLLA Retirement Advice Standard.

Keep in Touch

If you would like to register your interest in SOLLA and keep in touch with what we are doing, sign up here:

Useful Links

Find out more about these organisations:

Just Retirement partnership with SOLLA

SOLLA Enterprises is pleased to be working in association with the specialist provider, Just Retirement Limited.

Octopus Investments partnership with SOLLA

SOLLA Enterprises Limited is supported by a strategic partnership with Octopus Investments

SOLLA Enterprises is pleased to be working in association with Partnership.

SOLLA Enterprises is pleased to be working in association with Partnership.