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What We Do

The Society of Later Life Advisers (SOLLA) aims to assist people and their families in finding trusted accredited financial advisers who understand financial needs in later life.

Now more than ever, what is needed is not simply a well qualified financial adviser but somebody who you feel you can rely upon to understand the plans you need to make for your retirement years. The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, will need careful and considered advice. SOLLA links you with an adviser who can help you explore the solutions that work for you and where they are involved, your family too.

Financial advice should take you to the stage where you are able to make clear and informed decisions, happy in the knowledge that you have had the information and choices presented to you to help you reach those decisions.

The society links those who need advice to an accredited Later Life Adviser who can advise on:

  • Equity release
  • Long term care funding
  • Pensions and annuities
  • Investments and savings
  • Tax planning (IHT)

Later Life Advisers specialise in the financial needs of older people. Professional qualifications whilst essential rarely give a full picture of an adviser expertise. Those advisers who have taken the further steps to become independently accredited can offer the added reassurance that they offer the practical help and guidance needed to help you make the right decisions at the right time. Why would anyone choose an adviser offering anything less?

The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and was developed in collaboration with the specialist financial services consultancy SVARfair. To find out more about the accreditation click here.