Resources to support your LLAA preparation 

In preparation for your LLAA assessment below are some resources which you may find useful. Please note that this list is not designed as a complete study guide but as a bank of accessible resources. As knowledge areas differ between advisers the responsibility for researching and ensuring you are conversant with all syllabus areas remains with yourself.

General Topics

       
Updated 23rd February 2021        
Introduction to the LLAA Webinar July 2020 Jane Finnerty View
LLAA Re-accreditation Refresher Webinar Aug 2020 Jane Finnerty View
20 things to do before your LLAA assessment Webinar Feb 2021 Jane Finnerty View
Solicitor Referrals: Best Practice Training Webinar Aug 2020 Dave Seager View
Making the Most of your SOLLA Membership Webinar Sept 2020 Jane Finnerty  View
Maximising the benefits of your SOLLA accreditation using social media Webinar Feb 2021 Jack & Grace View
SOLLA resource hub  Website    SOLLA View
SOLLA members news updates including Legal & Policy Updates Emails   SOLLA View
SOLLA/Which? factsheets Factsheets   SOLLA/Which?   View
Which? Later Life Care Website   Which?  View
First Stop guides and factsheets Factsheets   FirstStop  View
AgeUK factsheets Factsheets   AgeUK  View
Gov.uk Website   GovUK  View
The Money Advice Service Website   Money Advice Service View


Syllabus Area One
Tax, Estate Planning and Legal Issues For Older Clients

       
Updated 8th Jan 2021        
Ten minutes with Tish session 2: Covid 19 Legal update on wills, power of attorney & capacity issues Webinar May 2020 Tish Hanifan View
Tax Advice for Older People - July 2020 Webinar July 2020 Nick Edwards View
Tax Advice for Older People - Sept 2020 Webinar Sept 2020 Nick Edwards View
Tax Advice for Older People - Nov 2020 webinar Nov 2020 Nick Edwards View


Syllabus Area Two:
The Adviser Client Relationship

       
Updated 23rd February 2021        
Deputyship: Basic Principles Article   GovUK View
Deputyship: Investing for someone Article   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
Consumer Vulnerability online module Training   SOLLA/Just  View
Lasting Power of Attorney (LPA) Article   Which?  View
Lasting Power of Attorney (LPA) Article   AgeUK  View
Lasting Power of Attorney (LPA) Article   GovUK  View
SOLLA answers your LPA questions Article   Tish Hanifan  View
A Guide to Enduring Powers of Attorney (EPA) Article   GovUK View
Use or cancel an enduring power of attorney (EPA) Article   GovUK  View
Better Conversations when dealing with Powers Of Attorney Webinar Nov 2020 Ros Armstrong  View
Better Conversations when dealing with Powers Of Attorney - updated  Webinar Jan 2021 Ros Armstrong View


Syllabus Area Three:

Gerontology - The General Effects Of Ageing

       
Updated 23rd February 2021        
The Age of Ageing Better Webinar Feb 2021 Anna Dixon View
The South West Dementia Brain Bank: increasing our understanding of dementia Webinar  May 2020 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

       
Updated 5th Oct 2020        
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 

       
Updated 23rd Feb 2021        
When is care funded by the NHS Webinar Jan 2021 Graham Duffy View
Everything you need to know about the DPA Webinar Nov 2019 Beverly Lambert  View
Ten minutes with Tish session 1: Coronavirus Act changes to Care Webinar April 2020 Tish Hanifan View
Care funding and asset deprevation Webinar June 2020 Graham Duffy View
Care Webinar Session 1 - The market for care advice and Government options for addressing social care issues Webinar July 2020 Graham Duffy View
Care webinar Session 2 - The Care system with regards to Local Authority social care and NHS Health care Webinar July 2020 Graham Duffy View
Care Webinar Session 3 - Ways that care might be funded and suitability of options Webinar July 2020 Graham Duffy View
Care Webinar Session 4 - Care funding and asset deprevation Webinar February 2020 Graham Dufft View
A Practical Approach to Care Choices (Good Care Group) Webinar Sept 2020 Gemma Lock View
Local Authority financial assessments Q&A Webinar July 2020 Jo England View
Local Authority financial assessments Q&A Webinar Sept 2020 Jo England View
Local Authority financial assessments Q&A Webinar Dec 2020 Jo England View
Getting a needs assessment Article   Which? View
Getting a needs assessment Article   NHS View
Financial assessment (means test)  Article   NHS View
Paying for your own care (self-funding) Article   NHS View
Making decisions for someone else  Article   NHS View
Care Act 2014 Statutory Guidance Article   GovUK View
NHS - Continuing Healthcare Article   NHS View
NHS - Funded Nursing Care Article   NHS View
Care needs assessments Article   Independent Age View
Financial assessments Article   AgeUK View
Financial assessments Article   Housing Care View
Deliberate deprivation Article   AgeUK View


Syllabus Area Six:
Long Term Care Products & Their Tax Treatment

       
Updated 5th Oct 2020        
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   Just View
Aviva products Products   Aviva View


Syllabus Area Seven:
Benefits and other funding solutions

       
Updated 26th Oct 2020        
Benefit rates table with 2020/2021 figures Document July 2020 SOLLA View
Benefits for older people Article   Which? View
Later Life Charities, Foundations, Trusts & Benevolent organisations Document     View


Syllabus Area Eight:
Portfolio Management

       
Updated 26th Oct 2020        
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

       
Updated 12th Feb 2021        
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
Equity release overview Article   Money Advice Service View


Syllabus Area Ten:
Georgraphic Considerations relating to LTC, ER and Annuities

       
Updated 5th Oct 2020        
Tax advice for older people  Webinar July 2020 July 2020 View


Syllabus Area Eleven:
Pension Income and Options

       
Updated 5th Feb 2021        
Quarterly pensions update- April 2020 Webinar April 2020 Nigel Barlow View
Quarterly pensions update- July 2020 Webinar July 2020 Nigel Barlow View
Quarterly pensions update - Nov 2020 Webinar Nov 2020 Nigel Barlow View
Quarterly pensions update - Jan 2021 Webinar Jan 2021 Nigel Barlow View


Syllabus Area Twelve:
Soft Skills 

       
Updated 5th Oct 2020        
Soft skills for better client engagement Webinar July 2020 Jane Finnerty View
A masterclass in compassionalte communication  Webinar May 2020 Amanda Waring View
Advision clients in times of crisis – emergency financial advice Webinar July 2020 Billy Burrows View

 

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