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 croppedTish 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 2 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 Solicitor’s for the Elderly for which she is Head of Business Development.

 

Jane Finnerty

Join Chair of the Society of Later Life Advisers

Jane FinnertyJane is a Chartered Financial Planner  and Joint Chairman of the Society of Later life Advisers. She is a specialist in retail financial services, communications, financial know-how and wellbeing in Later Life. She is a member of various policy setting and voluntary committees that campaign for older and disabled adults, including the National Dignity Council. 

As Joint Chairman of the Society of Later Life Advisers, Jane champions consumers finding accredited advice when it comes to retirement and care issues. She also writes for financial and consumer facing publications on later life issues and is passionate about standard setting when developing core skills around financial advice and the effective use of assistive technologies.

 

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.

Terri-Ann Humphreys

Development Director

Terri-Ann Humphreys Terri’s role is to grow the membership of SOLLA and continue to raise awareness with consumers and their families.  She does this by encouraging advisers to become Later Life Accredited and Retirement Standard holders to meet the growing demand for later life advice.  Terri has worked for many years in the financial services sector and latterly with a Professional Institute.
Contact: terri@societyoflaterlifeadvisers.co.uk

 

Ruth Perrett

Operations Manager

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

 

Cindy Sudbury

Accreditation and Finance Manager

Cindy Sudbury Cindy 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.

Nigel BarlowNigel Barlow

Independent Consultant

 

Peter BarnetPeter Barnett

Independent Consultant

 

Jim BoydJim Boyd

Independent Consultant

 

Bill CalderbankBill Calderbank

Director
Later Life Asset Management

 

Nicky CaveNicky Cave

Managing Director
Eldercare Solutions Ltd

 

Andrew Dixon SmithAndrew Dixon-Smith

Business Development Director
Eldercare Solutions Ltd

 

Ruth DolanRuth Dolan

Director/Chartered Financial Planner
Tarvos Wealth

 

Graham DuffyGraham Duffy

Care Specialist
Just

 

Brian FisherBrian Fisher

Long Term Care Marketing Manager
Aviva / Friends Life

 

Beverley LambertBeverley Lambert

Independent Consultant

 

Catriona LumisteCatriona Lumiste

Care Fees Planning Specialist
Financial Care Solutions Ltd

 

Diane NeedhamDiane Needham

Partner / Chartered Financial Planner
Consilia Wealth Management

 

John ProutJohn Prout

Independent Consultant