The Society of Later Life Advisers
SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. A well-qualified financial adviser who is also somebody who understands the plans you need to make for your retirement years.
The complexities of the many decisions you or your family may need to face when looking at issues such as care funding matters or whether equity release is the right thing for you, need careful and considered advice. Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.
SOLLA helps you to find an adviser who is local and can help you explore what would work for you and where they are involved, your family too.
Both Tom Scott and Tim Joyce from the Care Advice Service (Big River Ltd) are SOLLA registered advisers.
SOLLA was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. There are no shareholders and any profit is used to sustain the Society and its objectives.
The Society of Later Life Advisers is committed to:
Promoting and raising awareness amongst people, their families and professional advisers of financial issues faced in retirement and later life
Building relationships with statutory and voluntary agencies, charities, housing and social care providers, financial services firms and those organisations who are involved in the financial wellbeing of those in later life
Raising the standards of practice of those engaged in advising older people by promoting the highest levels of professionalism in financial advice
Identifying and developing best practice by the provision of high quality training and the distribution of the latest information and know how in later life issues
Acting as a source of technical excellence for later life advisers
Actively inputting into legislative and policy changes and contributing to debates on policy