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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.

Associate Membership

Associate Membership is essentially a commitment to becoming an accredited Later Life Adviser, (and ultimately a full member of the Society).

The cost is £250 per year and is available for a maximum of 2 years – by which time you must have successfully attained accreditation to continue as a (full) member of the Society.

This membership option is available to anyone working towards the full accreditation and is appropriately authorised by the FCA with no upheld complaints.

If you are ready to proceed with assessment for Accreditation within the first 6-12 months of becoming an Associate then you can claim back some or all of the cost of the Associate Membership fee.

Ready to get started?

Sign up for Associate Membership

Membership Benefits

  • Associate Members enjoy all the benefits of full membership with the only exception being that we cannot display their details on the website until they are accredited, full members.

  • This means you can access the SOLLA training events and receive regular updates which will actively help you work towards accreditation by adding more relevant development to your ongoing CPD and also offering an additional layer of support in terms of your “Supportive Environment”.

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.