SOLLA Enterprises Ltd was launched in 2014 to help extend the reach of the SOLLA brand as a trusted source of later life advice. The company is now delighted to announce its first strategic marketing partnership with Octopus Investments (‘Octopus’), a leading provider of tax-efficient investment solutions.
Further marketing partnerships are expected to be announced through 2015. The intention is to ensure that the commercial foundation thus created can both strengthen the growth of SOLLA (the Society of Later Life Advisers), and also enable the SOLLA brand to generally extend its reach in the Later Life Sector.
Tish Hanifan, founder and co-chair of SOLLA, says: “By securing this partnership the SOLLA brand will be able to accelerate its support to the ever growing Later Life market. The recent legislative developments demand a step change in response by the organisation, and after a great deal of detailed planning we are now ready to partner with organisations who share our values and aims in this market. Octopus has great expertise in the provision of tax-efficient planning solutions, and shares our commitment to deliver a framework that consumers can both recognise and trust.”
Paul Latham, Managing Director of Octopus Investments, says: “We have been really impressed with the progress that SOLLA has made in recent years. We believe that our partnership with SOLLA Enterprises Ltd will help to accelerate the reach of this important brand and we fully support SOLLA’s exciting plans for the future. The recent far-reaching changes to pensions legislation mean that there is now a more pressing need than ever for those approaching and already in retirement to seek financial advice about the options available to them. It’s a complex landscape for investors to negotiate, but the accreditation for advisers provided by SOLLA in Later Life advice gives investors the reassurance of quality they want when looking to address their financial planning needs most effectively. We’re looking forward to working with SOLLA Enterprises to help them strengthen the SOLLA brand and ultimately help more advisers provide those in Later Life with the planning expertise and financial advice they really need.”
As part of the agreement Paul Latham will become a member of the SOLLA Enterprises Limited board, joining Executive Directors Tish Hanifan and Jane Finnerty, and Non-Executive Director John Prout.
Jane Finnerty, co-chair of SOLLA and director of SOLLA Enterprises Limited, says: “The not for profit Society of Later Life Advisers (SOLLA) remains on track to achieve 1000 fully accredited members during 2016. As a response to the recent legislative changes the intention now is to introduce a new SOLLA “At Retirement Standard” through SOLLA Enterprises Ltd.”
SOLLA Enterprises will make further announcements on both the “At Retirement Standard” and additional partnership arrangements in the coming months.