LLAA Preparation
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| Introduction to the Later Life Adviser Accreditation |
Webinar |
April 2026 |
Liv Fergusson |
View |
| LLAA Re-accreditation Refresher |
Webinar |
June 2026 |
Jane Finnerty |
View |
| 20 things to do before your LLAA assessment - latest update |
Webinar |
June 2026 |
Jane Finnerty |
View |
| Do you need support with Mortgage advice qualifications? |
Document |
June 2023 |
LIBF |
View |
| Associate Membership Learning and Development Programme |
Document |
Jan 2023 |
SOLLA |
View |
| SOLLA resource hub |
Website |
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SOLLA |
View |
| SOLLA members news updates including Legal & Policy Updates |
Emails |
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SOLLA |
View |
Syllabus Area One Tax, Estate Planning and Legal Issues For Older Clients
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| A little know intergenerational planning tool: Succession Relief |
Webinar |
Jan 2026 |
Nel Isaac, Foresight |
View |
| Philanthropy in practice - using money for good |
Webinar |
Jan 2026 |
Richard Gillham & Rachel Steeden, Stewardship |
View |
| Post budget tax update |
Webinar |
Dec 2025 |
Nick Edwards, Consultniks |
View |
| Shaping the new Business Relief landscape |
Webinar |
Dec 2025 |
Nel Isaac, Foresight |
View |
| Inheritance Tax Planning strategies to mitigate the changes to BR and APR |
Webinar |
Sept 2025 |
Tony Ingham |
View |
| What is the problem when appointing attorneys when owning property jointly |
Webinar |
July 2025 |
Fiona Heald, Giles Wilson Law |
View |
| Business Relief: Moving mainstream or still misunderstood |
Webinar |
July 2025 |
Nel Isaac, Foresight |
View |
| Tax Update April 2025 |
Webinar |
April 2025 |
Nick Edwards, Consultniks |
View |
| A guide to untangling Inheritance Tax |
Document |
March 2025 |
Octopus |
View |
| What is Business Relief? |
Video |
March 2025 |
Octopus Investments |
View |
| What should I do? IHT planning opportunities to discuss with your clients |
Webinar |
Feb 2025 |
Richard Roberts, Foresight Group |
View |
| Post Budget Tax Update |
Webinar |
Nov 2024 |
Nick Edwards, Consultniks |
View |
| Forestry and Bio-Diversity as an Asset class - a legacy which is more than just money |
Webinar |
Oct 2024 |
Richard Roberts, Foresight Group |
View |
| Owning Foreign Assets in Later Life - discussing the issues |
Webianr |
Sept 2024 |
Louise Levene |
View |
| Examining the cost of delay in Intergenerational Financial Planning |
Webinar |
June 2024 |
Richard Roberts, Foresight Group |
View |
| Gifting and managing funds for others - the dos and don'ts of being an Attorney or Deputy |
Webinar |
June 2024 |
Fiona Heald, Giles Wilson Law Ltd |
View |
| Fixing an Income for Older Clients: Why we're looking at fixed income markets in 2024 |
Webinar |
May 2024 |
Foresight |
View |
| New developments for estate planning: Trust and Succession Act including Scottish Income Tax |
Webinar |
May 2024 |
Catriona Smith and Alan Eccles |
View |
| Scottish Income Tax Rates 2024 |
Document |
May 2024 |
Catriona Smith |
View |
| Post Budget Tax Update - April 2024 |
Webinar |
April 2024 |
Nick Edwards |
View |
| When Trusts don't work in Later Life |
Webinar |
Feb 2024 |
Atterbury Payne Solicitors |
View |
| Navigating megatrends through sustainable investment |
Webinar |
Oct 2023 |
Foresight |
View |
| Planning for the Future: Maximising Benefits for Vulnerable Clients |
Webinar |
July 2023 |
Foresight |
View |
| A deep dive into AIM IHT with Canaccord Genuity Wealth Management |
Webinar |
Oct 2023 |
Canaccord |
View |
| Succession planning for a sustainable future |
Webinar |
March 2023 |
Foresight |
View |
| Statutory Wills |
Document |
August 2023 |
Sintons Solicitors |
View |
| Tax and Older Client planning for 2023-24 |
Webinar |
April 2023 |
Nick Edwards |
View |
| IHT Deadlock |
Webinar |
Sept 2022 |
David Crooke |
View |
| Why should I be excited about IHT Lending |
Webinar |
Nov 2022 |
Richard Davies |
View |
| Stretching the limits of Trust Registration Protection |
Webinar |
Jan 2022 |
Ron Wheatcroft & Ruth Gilbert |
View |
| The rise of digital assets in estate planning |
Webinar |
Nov 2021 |
Rebecca Harbron Gray |
View |
| Principle Private Residence Relief |
Webinar |
Sept 2022 |
Rebecca Bennyworth |
View |
| Tax Advice for Older People |
Webinar |
Dec 2022 |
Nick Edwards |
View |
| Protection Update - Life cover payouts - changing direction |
Webinar |
April 2021 |
Ron Wheatcroft & Ruth Gilbert |
View |
| Protection under the microscope - opportunities and challenges |
Webinar |
June 2021 |
Ron Wheatcroft & Abbie Marlow |
View |
| Ten minutes with Tish session 2: Covid 19 Legal update on wills, power of attorney & capacity issues |
Webinar |
May 2020 |
Tish Hanifan |
View |
| The Trust Registration Act - time to act! |
Webinar |
May 2022 |
Nick Edwards |
View |
Syllabus Area Two: The Adviser Client Relationship
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| Later life retirement communities - supporting later life clients and their families to make better choices |
Webinar |
June 2026 |
James Lloyd & Sally Ireland, ARCO |
View |
| When a home is no longer a castle - talking to clients about moving in later life |
Webinar |
May 2026 |
One Stop Organisers & Turners Oak |
View |
| Supporting clients dealing with the impacts of grief |
Webinar |
May 2026 |
Jonathan McCaffrey JUST |
View |
| Guiding clients through the challenges of downsizing |
Webinar |
Nov 25 |
Janet Stevens |
View |
| Why every Financial Adviser needs an Advocate in their network |
Webinar |
Oct 25 |
Kirsti Cox |
View |
| Living the dream - secrets to a long, happy and healthy life for your later life clients |
Webinar |
Sept 2025 |
AgeSpace |
View |
| Consumer Vulnerability online module |
Training |
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SOLLA/Just |
View |
| Divorce in Later Life |
Document |
May 2025 |
L&G |
View |
| What I own and where I keep it |
Document |
March 2025 |
Octopus Investments |
View |
| What is deliberate deprivation? How can I explain this better to clients? |
Webinar |
March 2025 |
Fiona Heald, Giles Wilson Law |
View |
| LPAs - A practical approach to common issues |
Webinar |
Jan 2025 |
Fiona Heald, Giles Wilson Law |
View |
| Silver Separators - Divorce in Later Life |
Webinar |
Nov 2024 |
Derek Pack, Sintons |
View |
| Planning well for end of life - A Widow's perspective |
Webinar |
Oct 2024 |
Emma Gray, Rainbow Hunting |
View |
| Annual Retirement Review - the value of advice |
Webinar |
Oct 2024 |
Martin Lines, JUST |
View |
| Predatory Marriage - a hidden crime |
Webinar |
Oct 2024 |
Daphne Franks |
View |
| Money and Pensions Service and MoneyHelper - what do we do and how we can help you and your Later Life clients |
Webinar |
Oct 2024 |
Rebecca Fearnley & Lawrence Davies |
View |
| Your Little Black Book to support your Later Life Clients |
Webinar |
Sept 2024 |
Annabel James |
View |
| Powers of Attorney |
Factsheet |
June 2024 |
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View |
| Powers of Attorney - Scotland |
Factsheet |
June 2024 |
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View |
| Talking to Attorneys - a closer look at discussions that might take place with a SOLLA adviser (May 2022 recording also available below) |
Webinar |
June 24 |
Roz Armstrong |
View |
| The Uniqueness of a house move in Later Life |
Webinar |
May 24 |
Susan Gregory |
View |
| What is Power of Attorney? |
YouTube |
Oct 2023 |
Corryn Wild |
View |
| Consumer Duty |
Website |
August 2023 |
FCA |
View |
| Improving Protections Against Economic Abuse: Policy, Practice and the Law |
Article |
July 2023 |
Hourglass |
View |
| How your SOLLA membership can help with Consumer Duty |
Webinar |
June 2023 |
Jane Finnerty |
View |
| Introducing Hourglass – for when older clients need extra help and support – SOLLA charity of the Year |
Webinar |
June 2023 |
Isobel Irwin, Hourglass |
View |
| Powers of Attorney |
Article |
May 2023 |
SOLLA |
View |
| Counting the cost - Financial abuse in the over 55s |
Webinar |
May 2022 |
Jennifer Hawkswood |
View |
| Deputies: make decisions for someone who lacks capacity |
Article |
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GovUK |
View |
| Deputyship: Investing for someone as their attorney or deputy |
Article |
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GovUK |
View |
| Protecting Vulnerable Clients Money |
Webinar |
May 2020 |
Paul Smith |
View |
| The persuasive language of scams |
Webinar |
June 2020 |
Keith Brown |
View |
| Are you making your clients happier and wealthier |
Webinar |
May 2020 |
Chris Budd |
View |
| Lasting Power of Attorney (LPA) |
Article |
Feb 24 |
Which? |
View |
| Lasting Power of Attorney (LPA) |
Article |
Feb 25 |
AgeUK |
View |
| Lasting Power of Attorney (LPA) |
Article |
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GovUK |
View |
| SOLLA answers your LPA questions |
Article |
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Tish Hanifan |
View |
| A Guide to Enduring Powers of Attorney (EPA) |
Article |
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GovUK |
View |
| Use or cancel an enduring power of attorney (EPA) |
Article |
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GovUK |
View |
| Better Conversations when dealing with Powers Of Attorney |
Webinar |
Feb 2021 |
Ros Armstrong |
View |
| Talking to Attorneys - a closer look at discussions that might take place with a SOLLA adviser |
Webinar |
May 2022 |
Ros Armstrong |
View |
Syllabus Area Three: Gerontology - The General Effects Of Ageing
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| Shining a light on Young Onset Dementia |
Webinar |
Jan 2026 |
Caroline Blanchette, Younger People with Dementia |
View |
| Understanding Dementia |
Webinar |
Oct 2025 |
Bluebird Care |
View |
| Dementia Statistics Hub |
Website |
Sept 2024 |
Alzheimer's Research UK |
View |
| Summary of types of Dementia |
Document |
October 2024 |
Alzheimer's Society |
View |
| 12 Helpful Hints - Dementia |
Document |
April 2024 |
Alzheimers Scotland |
View |
| The Benefits of Integrated Living |
Webinar |
Oct 2023 |
Dr Zoe Wyrko |
View |
| What is a Later Life Relationship? |
Webinar |
May 2022 |
Jade Gani |
View |
| The Age of Ageing Better |
Webinar |
Feb 2021 |
Anna Dixon |
View |
| The South West Dementia Brain Bank: increasing our understanding of dementia |
Webinar |
Nov 2023 |
Laura Palmer |
View |
| End of life Doula |
Webinar |
June 2020 |
Aly Dickens |
View |
| The new long life |
Webinar |
July 2020 |
Andrew Scott |
View |
| The Value of Age Friendly Homes to you and your clients |
Webinar |
Sept 2020 |
Emma Luddington |
View |
Syllabus Area Four: Capacity Issues
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| A quick guide to Mental Capacity when dealing with property and financial affairs |
Webinar |
Dec 2025 |
Fiona Heald |
View |
| Court of Protection Applications |
Webinar |
Oct 2025 |
Fiona Heald |
View |
| What is the 1st Key Principle of the Mental Capacity Act (2005) |
LinkedIn |
Dec 2024 |
Tim Farmer |
View |
| The practical aspects regarding Mental Capacity - Q&A session |
Webinar |
Nov 2024 |
Libra Partnership |
View |
| Summary of types of Dementia |
Document |
Oct 2024 |
Alzheimer's Society |
View |
| Alzheimer's Research UK - Dementia Statistics Hub |
Website |
Sept 2024 |
Alzheimer's Research UK |
View |
| When it's important to have a Mental Capacity Assessment |
Webinar |
July 2024 |
Katie Smith-Palomeque, Libra Partnership |
View |
| Understanding Cognitive Behaviour |
Webinar |
April 2024 |
Zoe Taylor |
View |
| Mental Incapacity - A private client Solicitor's view with regards to planning |
Webinar |
Nov 2023 |
Fiona Heald |
View |
| Mental Capacity Assessment - when to ask for it, and what to expect in a report |
Webinar |
March 2021 |
Peterkin Ofori |
View |
| Ten minutes with Tish session 2: Covid 19 Legal update on wills, power of attorney & capacity issues |
Webinar |
May 2020 |
Tish Hanifan |
View |
Syllabus Area Five: Care Funding and Provision
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| Local Authority Financial Assessments Q&As |
Webinar |
Jan 2026 |
Jo England, West Berkshire CC |
View |
| An in depth look at Long Term Care Plans |
Webinar |
May 2026 |
Tracey Kyle |
View |
| Choosing the right care home for you |
Factsheet |
Oct 2025 |
AgeUK |
View |
| Tips for providing financial & practical support to families going through care |
Webinar |
July 2025 |
KareHero |
View |
| The impact of property ownership on care fees |
Webinar |
May 2025 |
Fiona Heald, Giles Wilson Law Ltd |
View |
| Funding and Financial Advice for later life care |
Podcast |
March 2025 |
Age And Stage & Jane Finnerty |
View |
| Money Box: Your care questions answered |
Podcast |
Feb 2025 |
Money Box & Tish Hanifan |
View |
| What do Care Providers, Clients and Relatives want to know? |
Webinar |
Feb 2025 |
Jane Finnerty, SOLLA |
View |
| Local Authority Financial Assessment Q&As |
Webinar |
Jan 2025 |
Jo England, West Berkshire CC |
View |
| 3 expert tips on paying for Care |
Article |
Oct 2024 |
Which? |
View |
| Demystifying Continuing Healthcare: Navigating the system and understanding rights - UPDATE |
Webinar |
Dec 2024 |
Chris Blease, Beacon |
View |
| Multi Generational Living - from a paying for care perspective |
Webinar |
Sept 2024 |
Cate Searle |
View |
| Long Term Care Plans |
SOLLA Factsheet |
June 2024 |
|
View |
| Deferred Care Annuities |
SOLLA Factsheet |
June 2024 |
|
View |
| Demystifying Continuing Healthcare: Navigating the system and understanding rights |
Webinar |
June 2024 |
Chris Blease, Beacon |
View |
| Commissioning care and support services for older people |
Webinar |
May 2024 |
Becky Hussey, Surrey CC |
View |
| How a Care Navigator can support you and your clients |
Webinar |
May 2024 |
Joanne Warren |
View |
| Local Authority financial assessments Q&A |
Webinar |
Nov 2023 |
Jo England |
View |
| Demystifying Continuing Healthcare: Navigating the system and understanding your rights |
Webinar |
Nov 2023 |
Dan Harbour, Beacon |
View |
| Review of the Care System and funding in Scotland |
Webinar |
Oct 2023 |
Karen Hedge, Scottish Care |
View |
| Review of the Care System and funding in Scotland |
Webinar |
May 2023 |
Karen Hedge, Scottish Care |
View |
| Long Term Care Proposals - will the cap fit? |
Webinar |
Feb 2022 |
Graham Duffy |
View |
| Having better Client conversations around Care |
Webinar |
June 2022 |
Jane Finnerty & Graham Duffy |
View |
| Care Advice in Scotland |
Webinar |
June 2022 |
Graham Duffy |
View |
| Update on proposed social care reforms: How this will impact on care funding advice |
Webinar |
Nov 2021 |
Tish Hanifan |
View |
| Comissioning care and support services for older people |
Webinar |
Nov 2022 |
Amy Morgan |
View |
| When is care funded by the NHS - updated |
Webinar |
April 2021 |
Graham Duffy |
View |
| Everything you need to know about the DPA |
Webinar |
Nov 2019 |
Beverly Lambert |
View |
| Care Home Costs |
Article |
Apr 2025 |
Which? |
View |
| Ten minutes with Tish session 1: Coronavirus Act changes to Care |
Webinar |
April 2020 |
Tish Hanifan |
View |
| Care Webinar Session 1 - The market for care advice and Government options for addressing social care issues - latest update |
Webinar |
Nov 2023 |
Graham Duffy |
View |
| Care webinar Session 2 - The Care system with regards to Local Authority social care and NHS Health care - latest update |
Webinar |
Nov 2023 |
Graham Duffy |
View |
| Care Webinar Session 3 - Ways that care might be funded and suitability of options - latest update |
Webinar |
Nov 2023 |
Graham Duffy |
View |
| Care Webinar Session 4 - Care funding and asset deprivation - latest update |
Webinar |
Nov 2023 |
Graham Duffy |
View |
| A Practical Approach to Care Choices (Good Care Group) |
Webinar |
Sept 2020 |
Gemma Lock |
View |
| Local Authority financial assessments Q&A |
Webinar |
June 2021 |
Jo England |
View |
| Getting a care needs assessment |
Article |
Aug 24 |
NHS |
View |
| Financial assessment (means test) for Social Care |
Article |
July 25 |
NHS |
View |
| Paying for your own care (self-funding) |
Article |
Aug 22
|
NHS |
View |
| Making decisions for someone else |
Article |
|
NHS |
View |
| Care Act 2014 - Care and Support Statutory Guidance |
Article |
July 2025 |
GovUK |
View |
| NHS - Continuing Healthcare |
Article |
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NHS |
View |
| NHS - Funded Nursing Care |
Article |
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NHS |
View |
| Care needs assessments |
Article |
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Independent Age |
View |
| Paying for permanent residential care |
Article |
Apr 2025 |
AgeUK |
View |
| Choosing and paying for a Care Home |
Article |
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FirstStop |
View |
| Deprivation of assets in social care |
Article |
Sept 2024 |
AgeUK |
View |
Syllabus Area Six: Long Term Care Products & Their Tax Treatment
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| What's next for Annuities? Latest insights from Retirement Specialist Billy Burrows |
Webinar |
April 2023 |
Billy Burrows |
View |
| An in depth look at Long Term Care Plans |
Webinar |
Sept 2025 |
Tracey Kyle |
View |
| Immediate Needs Annuities |
Video |
Oct 2020 |
Brian Fisher |
View |
| Capital Protection on Immediate Needs Annuities |
Video |
Oct 2020 |
Brian Fisher / Nigel Barlow |
View |
| Care Annuities - a Practioner's Perspective |
Webinar |
April 2020 |
Nicky Cave |
View |
| JUST LTC products |
Products |
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Just |
View |
| Lifetime Care - Helping your clients to cover long term care fees |
Products |
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Aviva |
View |
Syllabus Area Seven: Benefits and other funding solutions
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| Welfare Benefits - Essentials for later life clients |
Webinar |
June 2026
|
Nicola Spruce, Renaissance Legal |
View |
| Demystifying Continuing Health Care |
Webinar |
May 2026
|
Chris Blease, Beacon |
View |
| Benefit rates table with 2026-27 figures |
Document |
May 2026
|
SOLLA |
View |
| Do over 60's get free dental treatment? |
Website |
Aug 2025
|
Dentist Near Me |
View |
| Essential Benefits Update |
Webinar |
May 2025
|
Jayne Knights, Renaissance Legal |
View |
| What are Social Tariffs? |
Article |
Nov 2024
|
Joanne Warren, Sunrise Care Advisers |
View |
| Benefits update for better off Later Life clients |
Webinar |
May 2024
|
Jayne Knights, Renaissance Legal |
View |
| Motability Scheme |
Website |
Jan 2024
|
|
View |
| Benefits for better off later life clients and related issues when looking at PIP & AA |
Webinar |
Nov 2023
|
Jayne Knights |
View |
| Attendance Allowance |
YouTube |
Oct 2023
|
Corryn Wild |
View |
| Welfare Benefits for older people (55s and over) |
Webinar |
May 2023
|
Amy Swinnerton |
View |
| Benefits for older people |
Article |
June 25
|
Which? |
View |
| Attendance Allowance |
Article |
July 2025 |
AgeUK |
View |
| Council Tax Support |
Article |
July 2025 |
AgeUK |
View |
| The RAF Benevolent Fund |
Webinar |
Oct 2021 |
Neil Tomlin |
View |
| Later Life Charities, Foundations, Trusts & Benevolent organisations |
Document |
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|
View |
Syllabus Area Eight: Portfolio Management
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| Navigating the new normal: Multi asset income strategies for a changing world |
Webinar |
May 2026 |
David Jane, Premier Miton |
View |
| Has Protection advice ever been so important? |
Webinar |
Mar 2026 |
LIBF Walbrook |
View |
| Blending Certainty and Flexibility: Smarter retirement planning in a changing landscape |
Webinar |
Nov 2025 |
JUST |
View |
| Do your clients have Employee Protection Benefits? |
Webinar |
Sept 2025 |
Swiss Re |
View |
| An insight into the intricate world of Global Estate Affairs |
Webinar |
March 25 |
Louise Levene, Finders Int'l |
View |
| Group Watch 2024 |
Webinar |
May 24 |
Swiss Re |
View |
| Measuring Household Financial Resilience |
Webinar |
Nov 2023 |
Hargreaves Lansdown & Swiss Re |
View |
| Term and Health Watch 2023 |
Webinar |
Nov 2023 |
Swiss Re |
View |
| A deep dive into AIM IHT with Canaccord Genuity Wealth Management |
Webinar |
Oct 2023 |
Canaccord |
View |
| Building greater resilience: the importance of the workplace |
Webinar |
June 2023 |
Ron Wheatcroft - Swiss Re |
View |
| Building Resilient Businesses |
Webinar |
June 2022 |
Ron Wheatcroft & Roy McLoughlin |
View |
| Employee Benefits and the changing Employment Environment |
Webinar |
June 2022 |
Ron Wheatcroft & Keith Williams |
View |
| Time for the comeback kids: The Precarious Nature of Markets |
Webinar |
July 2020 |
Aviva |
View |
| Investment Impact Update Autumn 2020 |
Webinar |
Oct 2020 |
Aviva |
View |
Syllaubus Area Nine: Equity Release
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| Later Life Lending Advice Considerations |
Webinar |
May 2026 |
Simon Chalk, Laterlivingnow! |
View |
| Introduction to the Later Life Lending Advice Standard |
Webinar |
April 2026 |
Jane Finnerty, SOLLA |
View |
| Looking after our Later Life Clients when advising on later life lending |
Webinar |
July 2025 |
Forever Legal |
View |
| Later Life Lending Advice Considerations |
Webinar |
Nov 2025 |
Simon Chalk |
View |
| Introduction to the Later Life Lending Advice Standard |
Webinar |
Oct 2025 |
Jane Finnerty |
View |
| Understanding Equity Release |
Document |
Oct 2024 |
The Private Office |
View |
| Equity Release Council - guide to support the development of Retrofit Lifetime Mortgages |
Website |
Sept 2024 |
Equity Release Council |
View |
| Later Life Lending Advice Considerations - latest update |
Webinar |
Jan 2025 |
Simon Chalk |
View |
| When Trusts don't work in Later Life |
Webinar |
Feb 2024 |
Atterbury Payne Solicitors |
View |
| Making the most of your Later Life Lending Advice Standard |
Webinar |
Oct 2023 |
Jane Finnerty |
View |
| Do you need support with Mortgage advice qualifications? |
Document |
June 2023 |
LIBF |
View |
| How much about the Equity Release legal and application journey do you know? |
Webinar |
Jan 2023 |
Sue Wilmot Rowe & Peter Barton |
View |
| Barton Law ER Specialists - Client Mobile App |
Document |
Jan 2023 |
Peter Barton, Barton Law |
View |
| Myths and perceived issues with Equity Release |
Webinar |
Nov 2022 |
Sue Wilmot Rowe |
View |
| Equity Release - Making it personal |
Webinar |
Nov 2022 |
Malcolm Tyrrell |
View |
| Equity Release and The Client Journey - Factfinding |
Webinar |
June 2022 |
Sue Wilmot Rowe |
View |
| Early Repayment Charge Calculator |
Website |
2023 |
JUST |
View |
| Guide to Early Repayment Charge |
Document |
June 2021 |
JUST |
View |
| Introduction to the Later Life Lending Advice Standard - latest upate |
Webinar |
March 2024 |
Jane Finnerty |
View |
| Lifetime mortgages - strategies for managing wealth |
Webinar |
Jan 2021 |
Malcolm Tyrrell |
View |
| Later Life Lending: The World has changed due to Covid-19 - implications for your clients and their choices |
Webinar |
June 2020 |
Simon Chalk |
View |
| The Later Life Market - focusing on mortgage options |
Webinar |
Apr 2022 |
Ray Boulger |
View |
| Equity release overview |
Article |
|
Money Advice Service |
View |
Syllabus Area Ten: Georgraphic Considerations relating to LTC, ER and Annuities
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| A duty of care? Ex;loring the financial risk of climate change |
Webinar |
Dec 2025 |
Seb Elwell |
View |
| Systemic Risk - can we avoid foreseeable harm? |
Webinar |
May 2025 |
Seb Elwell |
View |
| Climate Change is a Later Life issue |
Webinar |
Mar 2022 |
Seb Elwell |
View |
Syllabus Area Eleven: Pension Income and Options
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| Blending Certainty and Flexibility - Smarter Retirement Planning in a Changing Landscape |
Webinar |
Nov 2025 |
Yannis Katsis, JUST |
View |
| Post Budget 2024: What now for Pensions? |
Webinar |
Oct 2025 |
John Humphreys |
View |
| Pensions Update May 2025 |
Webinar |
May 2025 |
Nigel Barlow |
View |
| Calculating a Living Pension - the 2024 update |
Document |
Jan 2025 |
Living Wage Foundation |
View |
| Quarterley Pensions Update - post budget Oct 2024 |
Webinar |
Nov 2024 |
Nigel Barlow |
View |
| Post Budget Pensions Update - March 2024 |
Webinar |
March 2024 |
Nigel Barlow |
View |
| Pension Annuities |
Webinar |
Oct 2023 |
Martin Lines, JUST |
View |
| RSA Collective Defined Contribution Pensions Forum |
Website |
Oct 2023 |
RSA |
View |
| Quarterly Pensions update - October 2023 |
Webinar |
Oct 2023 |
Nigel Barlow |
View |
| Quarterly Pensions Update - April 2023 |
Webinar |
April 2023 |
Nigel Barlow |
View |
| Quarterly pensions update - November 2022 |
Webinar |
Nov 2022 |
Nigel Barlow |
View |
Syllabus Area Twelve: Soft Skills
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| The importance of soft skills when advising your Later Life Clients |
Webinar |
May 2026 |
Tracey Kyle |
View |
| First Meetings: Getting off to a strong start with your later life clients |
Webinar |
Sept 2025 |
Melissa Kidd |
View |
| Client Conversations: tips, techniques and tools for connection |
Webinar |
Feb 2025 |
Melissa Kidd, Motem |
View |
| How did I join the 0.07% club in the UK? My spinal cord injury story and how disability can affect engagement. |
Webinar |
June 2024 |
Pat Seaward, SIFA |
View |
| Emma Gray of Rainbow Hunting presents "Clients experiencing grief and trauma - what to look out for" |
Webinar |
Oct 2023 |
Emma Gray |
View |
| How your SOLLA membership can help with Consumer Duty |
Webinar |
June 2023 |
Jane Finnerty |
View |
| Grief & how it might affect your clients |
Webinar |
Jan 2023 |
Emma Gray |
View |
| The impact of Covid on retirement planning - one year on |
Webinar |
Aug 2021 |
Billy Burrows |
View |
| Parkinson's Disease: The Essentials - developing adviser soft skills |
Webinar |
Feb 2021 |
Mark Jennings |
View |
| Mark Jennings and my Parkinson's journey to date |
Webinar |
Feb 2022 |
Mark Jennings |
View |
| Soft skills for better client engagement |
Webinar |
July 2020 |
Jane Finnerty |
View |
| Speaking with Later Life Clients in times of crisis |
Webinar |
Nov 2022 |
Ros Armstrong |
View |
| A masterclass in compassionate communication |
Webinar |
May 2020 |
Amanda Waring |
View |
| Advising clients in times of crisis – emergency financial advice |
Webinar |
July 2020 |
Billy Burrows |
View |
| Alzheimer's Society - Dementia Friendly Business Guide |
Document |
May 2017 |
|
View |
SOLLA Membership
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Marketing your Later Life business - what do you need to focus on for 2026
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Webinar |
April 2026 |
Rachel Pease, Mash Marketing |
View |
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Making your Affiliate membership a success
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Webinar |
Feb 2026 |
Jane Finnerty |
View |
| Marketing that works for Care Providers |
Webinar |
Nov 25 |
Rachel Pease, Mash Marketing |
View |
| Marketing Insights: Reaching and Engaging your Later Life Clients |
Webinar |
July 25 |
Rachel Pease, Mash Marketing |
View |
| Making the most of your SOLLA Membership |
Webinar |
April 24 |
Jane Finnerty & Rachel Pease |
View |
| Making the most of your SOLLA Standard |
Webinar |
April 24 |
Jane Finnerty |
View |
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| Making the most of your Affiliate membership |
Webinar |
Sept 24 |
Jane Finnerty & Joanne Warren |
View |
| How your SOLLA membership can help with Consumer Duty |
Webinar |
June 2023 |
Jane Finnerty |
View |
| Maximising the benefits of your SOLLA accreditation using social media |
Webinar |
Feb 2021 |
Jack & Grace (Comms Agency) |
View |
Miscellaneous Topics
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| Life Cover Payouts - Under the Microscope |
Webinar |
March 2023 |
Joanna Scott, Swiss Re & Ruth Gilbert, Insuring Change |
View |
| Civil Service Retirement Fellowship |
Webinar |
May 2022 |
David Tickner |
View |
| Self Care and mental wellbeing |
Webinar |
Nov 2021 |
Amanda Waring |
View |
| Solicitor Referrals: Best Practice Training |
Webinar |
Aug 2020 |
Dave Seager |
View |
| SOLLA/Which? factsheets |
Factsheets |
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SOLLA/Which? |
View |
| Which? Personal Care |
Website |
|
Which? |
View |
| First Stop guides and factsheets |
Factsheets |
|
FirstStop |
View |
| AgeUK factsheets |
Factsheets |
|
AgeUK |
View |
| Gov.uk |
Website |
|
GovUK |
View |
| Money Helper |
Website |
|
Money & Pension Service |
View |