Awarding Body Recognition
Both the London Institute of Banking & Finance and the Personal Finance Society recognise SOLLA's Later Life Adviser Accreditation as counting towards credits for either Fellowship or Chartered Designation.
London Institute of Banking & Finance
The SOLLA Later Life Adviser Accreditation provides credits towards the Adv DipFA which can lead to a Chartered Designation awarded by The London Institute of Banking & Finance.
To claim credits from LIBF for your SOLLA accreditation you should complete the LIBF's Recognition of Prior Learning form, ensuring that you provide supporting documentation to show that your SOLLA (LLAA) accreditation is currrent, and was achieved within the last five years. For more details, please see the SOLLA/LIBF FAQ page.
Personal Finance Society
Credits are awarded for every Chartered Insurance Institute qualification unit passed and those with at least 350 credits are awarded Fellowship. SOLLA accredited advisers can now make a formal application for recognition of the LLAA (which is recognised as 30 credits) as part of their request for Personal Finance Society Fellowship membership status.
To claim the credits, SOLLA advisers must complete an online application form on the PFS website and attach evidence of their current SOLLA Later Life Adviser Accreditation. Please contact the SOLLA Membership Coordinator to obtain your evidence. More details can be found on the PFS website.