Directors

The management of the Society is undertaken by the Directors of The Society of Later Life Advisers (SOLLA), Tish Hanifan and Jane Finnerty.

Tish Hanifan

Founder and Joint Chair of the Society of Later Life Advisers

Tish Hanifan cropped 2Tish is a barrister and Founder and Joint Chairman of the Society of Later life Advisers. She has worked extensively in the areas of policy development, financial, legal training and advice delivery in relation to older people, and is involved in the delivery of national standard setting and accreditation for financial and legal advisers in the older client sector. Her areas of expertise encompass the retirement market and how policy impacts on retirement and care.  

Tish has worked with government departments and a variety of third sector and private organisations in developing and supporting good practice in relation to older and vulnerable clients. She was particularly involved with the implementation and delivery of the Care Act 2014 and sat on two working parties at the Department of Health which contributed to drafting parts of the legislation.

She is Vice Chair of the Society of Trust and Estate Practitioners (STEP) in her home county of Kent and a Founder Member of Solicitors for the Elderly for which she is Head of Business Development.

 

Jane Finnerty

Joint Chair of the Society of Later Life Advisers

Jane FinnertyJane is Joint Chairman of the Society of Later life Advisers and Chartered Financial Planner. She specialises in financial services communications and wellbeing in Later Life. She contributes to various policy setting committees and volunteers for organisations that campaign on behalf of the rights of older and disabled adults, including the National Dignity Council.

As Joint Chairman of the Society of Later Life Advisers, Jane’s champions access accredited advice when it comes to retirement planning and care funding. She writes for financial and consumer facing publications and has expertise in standard setting core skills advice and the effective use of technology. 

Lord Lipsey

Labour Peer and Honorary President of SOLLA

Lord LipseyLord Lipsey was raised to the peerage as Baron Lipsey, of Tooting Bec in 1999. He has had a wide range of experience as a regulator (including at the Personal Investment Authority and the Advertising Standards Authority); as a company director and chairman (at the Tote and Impower); as a journalist (as deputy editor of two national newspapers and editor of a social affairs weekly) and as a public policy expert (as chair of the Social Market Foundation think-tank and as a member of three official government inquiries). He is an active working Peer and is a member of a number of House Committees. He is a member of the House’s Information Committee, and chairs the all-party Statistics Group. He is vice-chair of the all-party Media Group and of the all-party Betting and Gaming Group.  He was a Member of the Royal Commission on Long-term Care of the Elderly from 1998-99, and Chair of the Financial Services' Consumers Panel in 2008.  

Lord Lipsey contributes to debates on a range of topics He speaks on Health and Social Care, in particular the area of care funding. He was a political adviser to Anthony Crosland in Opposition and an adviser to 10 Downing Street. Lord Lipsey has worked as a journalist for a variety of different publications, including The Sunday Times, Sunday Correspondent, The Times and The Economist.

 

Management Team

The day to day running of the Society is undertaken by the Management Team.

Ruth Perrett

Operations Manager

Ruth PerrettRuth is responsible for the admin infrastructure of SOLLA, ensuring that all runs smoothly, and developing new systems and streamlining existing processes to improve both internal processes and members experience. She is also responsible for the website, marketing and for the event management of the SOLLA National Conference. Before joining SOLLA, Ruth worked as Operations Manager for a digital marketing agency, and previously in event management for a charity.  
Contact: ruth.perrett@societyoflaterlifeadvisers.co.uk

 

Cindy Sudbury

Accreditation and Finance Manager

Cindy Sudbury 3 cropped low resCindy is responsible for managing the Later Life Adviser Accreditation, ensuring candidates are provided with all the necessary information, support and feedback required to complete the accreditation as well as ensuring the administrative processing of candidates from beginning to end. She is also responsible for administering the company finances. Cindy is a Chartered Accountant and has previously worked as a Senior Financial Accountant for global media companies, and prior to that as an auditor for KPMG.
Contact: llaa@societyoflaterlifeadvisers.co.uk

 

Advisory Board

The Directors are assisted by an Advisory Board with members appointed by the Directors. It comprises of individuals who have a proven record in the field of financial advice for those in later life, policy in older client matters and legal matters. Their role is to provide industry feedback and support for the Society.

Peter Barnett

Independent Consultant and
SOLLA Advisory Board Chair

Peter BarnetPeter is a senior communications and public affairs professional, political policy adviser and later life consultant. A Pharmacist by profession he has extensive experience in the Financial Services, Public Affairs, FMCG, and Public and Voluntary Sectors. He is the chair of the SOLLA Advisory Board and was formerly Chairman of the ABI LTC committee.


Nigel Barlow

Independent Consultant

Nigel BarlowNigel is an Associate of the PFS and has spent more than 30 years dealing with pensions and retirement issues across corporate and individual pension schemes. He was Director of Product Development at Partnership Assurance and Head of Research at Just Retirement. He now works for an IFA practice in Berkshire. His experience gives insight to the financial issues and risks faced by individuals throughout retirement.


Jim Boyd

CEO
Equity Release Council

Jim Boyd 350pxJim was appointed CEO of the Equity Release Council in June 2018. Prior to this he was Deputy Director and Head of Research at Reform think tank and before that Expert Adviser at the Department for Work and Pensions, initially supporting Lord Freud, then Welfare Reform Minister. Jim has led the Corporate Affairs functions at specialist life assurers Britannic Retirement Solutions, Just Retirement and Partnership Assurance. He Chairs the Long Term Care Working Group at the Equity Release Council and is a former tax and trusts lawyer. Jim re-joins the SOLLA Advisory Board, bringing extensive experience of retirement and social care funding.


Simon Chalk

MD and Laterliving Planner
LaterLiving Now!

Simon Chalk cropped compressedSimon runs his own independent Equity Release specialist advisory firm – laterliving now! A 5x winner of national awards, Simon has specialised in Equity Release advice for almost 16 years, serving clients referred by numerous professional introducers. Simon is widely regarded as one of the leading experts in his field and regularly provides expert comment and opinion in the national press. Before joining the SOLLA Advisory Board, Simon served for two years as Adviser Representative on the Standards Board of the Equity Release Council, where he helped to shape the rules and guidance that ensure clients taking Equity Release remain well protected.


Ruth Dolan

Director/Chartered Financial Planner
Tarvos Wealth

Ruth DolanRuth has been a qualified independent financial adviser since 2003 working for private clients and trustees providing advice on many aspects of financial planning.  She specialises in working with elderly and vulnerable clients and their representatives and trust investments but also works extensively on advice including inheritance tax planning, pension savings and retirement income planning as well as all types of investment advice. She been an accredited Later Life Adviser since 2008 and is regularly advising clients and their families through the minefield that is care fees funding. Ruth joined the SOLLA Advisory Board in 2010 as a practitioner member in order to provide input relating to broader aspects of advice needed in later life.


Graham Duffy

Care Specialist
Just

Graham DuffyGraham is a Care Specialist with Just. Graham shares his knowledge of the retirement and later life markets with intermediaries through the delivery of business development presentations and workshops. He has over 40 years’ experience in financial services, working in the Lloyds reinsurance market for 23 years and then becoming an instrumental part of the new Long Term Care division at Partnership. Graham presents the SOLLA ‘Introduction to the Later Life Adviser Accreditation’ workshops, which help those that are interested in joining SOLLA find out more. Graham has been a member of the SOLLA Advisory Board for a number of years, bringing extensive experience and expertise in care fees and the overall later life market.


Jo England

Services Manager - Client Financial Services
Adult Social Care, West Berkshire Council

Jo EnglandJo has worked in local government for over 30 years and for the last 18 years she has worked at West Berkshire Council managing the financial assessment team, along with a number of other teams.  She is also the corporate deputy for West Berkshire, having overall responsibility for managing the financial affairs of 200 individuals who lack capacity to manage their own financial affairs. Jo is a member of the National Association of Financial Assessment Officers (NAFAO) Executive Committee, and has expansive knowledge of the ‘paying for care’ system.


Ian Evans

Head of Later Life Advice
Fiveways Financial Planning

Ian Evans croppedIan has been advising clients for 30 years, firstly with a high street bank and for the past 17 years as an independent financial adviser. Ian has specialised in later life advice, and achieved the SOLLA accreditation in 2013. Ian is Head of Later Life Advice at his firm, where he works with a team of eight advisers and handles all the firm’s later life cases. He works closely with solicitors specialising in later life advice and has arranged several events at which solicitors, financial advisers and healthcare professionals have shared information, experience and ideas. Ian is SOLLA’s South-West regional coordinator, and joined the SOLLA Advisory Board in 2020.


Catriona Lumiste

Care Fees Planning Specialist
Financial Care Solutions Ltd

Catriona LumisteCatriona has 25 years experience in the Financial Services profession.  She is passionate about helping clients with independent financial planning throughout their retirement; quite often dealing with vulnerable people who have never taken financial advice before.  She is committed to other causes and voluntarily commits her spare time to act as a trustee for the charities Carers Support Merton and The Selsdon Centre Trust. Catriona joined the SOLLA Advisory board in June 2016 and enjoys helping to shape the future of SOLLA.


Helen Medhurst-Jackson

Chartered Financial Planner
Investec Wealth and Investment

Helen Medhurst-Jackson croppedHelen is a Chartered Financial Planner and has worked in the Financial Services industry for over 25 years. Prior to becoming a financial adviser, Helen qualified as a Registered General Nurse and uses the experience gained in both health care and the financial services industry to provide bespoke advice to clients. She specialises in Later Life Financial Advice, working together with clients and their families offering a tailor made service which includes inheritance tax and estate planning, retirement and investment planning and care fees planning. Helen achieved the SOLLA accreditation in 2018 and joined the SOLLA Advisory Board in 2020 to use her knowledge and experience to help promote and develop the SOLLA brand and Later Life Market.