We’re delighted to be taking part in today’s Money Box programme on BBC Radio 4. The BBC approached us at SOLLA, keen to hear our insights on the important topic of the cost of care. Care home residents and families will be speaking about their personal experiences. And SOLLA adviser Jonathan Rowley will be representing us, talking about finances for the cost of care, what the options are and how best to plan ahead. You can listen to discussions, live at 3pm today, or on catch-up through the below link: https://lnkd.in/e7RVUkeA #BBCMoneyBox #TheCostOfCare #LaterLifeCare #LaterLifeAdvice #BetterConversations
Society of Later Life Advisers
Financial Services
Not-for-profit organisation connecting accredited later life advisers with clients seeking specialist financial advice.
About us
SOLLA is a not-for-profit organisation connecting accredited later life advisers with clients seeking specialist financial advice. #theSOLLAdifference
- Website
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https://societyoflaterlifeadvisers.co.uk
External link for Society of Later Life Advisers
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- London
- Type
- Nonprofit
- Founded
- 2008
- Specialties
- later life financial planning, retirement planning, care home funding, equity release, estate planning, wealth planning, later life tax matters, and funding for care in your home
Locations
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Primary
London, GB
Employees at Society of Later Life Advisers
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Julie Berrill DipPFS
Independent Financial Adviser
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David Hill
Chartered Financial Planner and SOLLA Accredited Care Fees Specialist
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Trevor Durham TEP
Branch Chair STEP Wales Accredited Later Life Adviser at Centurion Chartered Financial Planners SOLLA Regional Co-ordinator for Wales
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Terri-Ann Humphreys
Business Developer
Updates
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As another new year begins, we're keen to make sure that you're making the most of your SOLLA membership and everything it brings. Whether you are already an Associate Member, or are thinking of joining, our Membership Co-ordinator Olivia Fergusson is here to help with any queries you have. "Taking care of our members is the best part of my role at SOLLA, making sure they have everything they need through our dedicated ongoing support." And if you're interested in becoming a new SOLLA member this year, then please do get in touch. "It's such a privilege to welcome new members on board with our well-known SOLLA hug, enabling those better conversations with their clients for years and years to come." We're happy to have a chat about the simple steps to join us, and to take advantage of all the benefits we offer to our members. You can find out more here about SOLLA Membership and the ways you can get involved. https://lnkd.in/ePZyhw2c #SOLLAMembership #BetterConversations #LaterLifeAdvice #theSOLLAhug #theSOLLAdifference
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A Happy New Year to everyone from the team at SOLLA! We're looking forward to another year of the wonderful support from our members, and to welcoming some new ones along the way. Don't forget to take advantage of our training sessions throughout the year. https://lnkd.in/eXupeii And if you're wanting to to start the year as you mean to go on, taking action to make a real difference, then our SOLLA accreditation could be for you if you've not already completed it. Our next introductory session to the Later Life Adviser Accreditation is on Wednesday 22nd January and we hope to see you there! You can find out more and register here, making 2025 the great year it's meant to be! https://lnkd.in/dxZDMaSY #HappyNewYear #NewYearGoals #SOLLAAccreditation #LaterLifeAdviserAccreditation #theSOLLAdifference
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A very Merry Christmas from everyone at SOLLA to all of our dedicated members. Thank you so much for all your support this year, and the difference you've made for so many clients with a gold standard of later life advice. However you're spending it, have a wonderful break. And we'll see you again in the new year for a 2025 full of better conversations, providing the right advice. https://lnkd.in/eWSMaxmN #MerryChristmas #BetterConversations #LaterLifeAdvice #TheRightAdvice #theSOLLAdifference
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Some of our Scottish SOLLA members have been getting into the Christmas spirit again this year. Supporting the Age Scotland Big Gift Appeal. It’s something we’ve been proud to support since 2020, providing Christmas gift bags with all manner of goodies. Our SOLLA members share their cash donations with our Advisory Board member Catriona Smith, and she works hard each year to buy, wrap and deliver each present. This year to 72 people who will have something to open for Christmas. Thanks to Catriona and our Scottish SOLLA members who make such a difference to all those receiving their special gifts. Find out more here about how you can get involved: https://lnkd.in/ezT9Jv8k #AgeScotland #BigGiftAppeal #LaterLifeSupport #MakingADifference #theSOLLAdifference
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If you're planning ahead for the new year, thinking about what you want to achieve, then our January webinar could be for you. If you're a later life adviser, wanting to improve your skills and to showcase your expertise, then it's time to undertake our SOLLA accreditation. This one hour session will give you an overview of SOLLA and the Later Life Adviser Accreditation. Sharing all the benefits and looking in detail at the application process and assessment. The soft skill requirements, assessment standards, and common questions that arise. Start as you mean to go on in 2025, and invest some time in yourself and your business. Enabling better conversations with your clients for a gold standard of later life advice. Introduction to the Later Life Adviser Accreditation With our Joint Chair, Jane Finnerty Wednesday 22nd January | 12noon - 1pm https://lnkd.in/dxZDMaSY #SOLLAAccreditation #LaterLifeAdviserAccreditation #LaterLifeAdvice #BetterConversations #theSOLLAdifference
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Planning for retirement is so important for a secure financial future. But this recent article from PensionsAge shows that many aren’t giving it the attention it deserves. https://lnkd.in/eZ6wvMcw Working women in particular are greatly relying on the state pension for their retirement, with 38 percent anticipating that it may be their only source of retirement income. And even amongst those who’ve already retired, there are concerns about future financials. Fewer than one in three retired women feel confident in always being able to live a comfortable lifestyle in retirement, a proportion far smaller than among retired men. State pensions play a vital role, but they may not be enough without additional planning, and it’s essential that everyone takes the time to think properly about the future and the ways that they will fund it. As a SOLLA adviser, you can make such a difference with the right advice, helping clients to plan properly for later life. You can find out more here about the SOLLA accreditation and those better conversations that will help you to give a gold standard of later life advice. https://lnkd.in/eQbXzMMq #PensionAttention #LaterLifeAdvice #PlanningForRetirement #BetterConversations #theSOLLAdifference
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Our training on Consumer Vulnerability in Later Life has now been completed more than 20,000 times. In collaboration with Just Group plc, it was launched in 2019, supporting financial advisers, paraplanners and other professionals in identifying and supporting vulnerable customers. And this week’s article from Professional Adviser highlights that there’s still a strong demand from advisers for this ongoing support: https://lnkd.in/eGQA9kMM Our founder Tish Hanifan commented: "We’re delighted that SOLLA's collaboration with Just has resulted in such a wide range of advisers accessing and benefitting from our vulnerability training. This free resource not only guides them through key aspects of vulnerability but also allows them to test their understanding of the topic and its application to clients as well as being a valuable source of self-directed learning. It's important that such a resource is made available to financial advisers, particularly as the end result is a better experience for both their clients and their clients' families." So, for those better conversations with your clients to ensure they’re receiving the extra care and support that they need, you can access our training here: https://lnkd.in/d63AJhN #Vulnerability #VulnerabilityTraining #LaterLifeAdvice #BetterConversations #theSOLLAdifference
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A huge congratulations to our newly accredited members of SOLLA! Your hard work and dedication has truly paid off and we’re delighted to welcome you to the SOLLA family! Steven Townsend Charlotte Wilson Michael Hinett Sabrina Dixon Alex Edwards Emma Gamble Rob Silk Matthew Adams, Abigail Gill James Kenward Rachel Debono Stephanie Smith Hannah Rogers Robert Wareing Claire Dentith And to those who’ve passed their re-accreditations, well done for such an impressive achievement. Karen Barwick Liz Jeffrey Dean Scott Vickie Fifield Andrew Gilmore Sasha Adsett Peter Ewart Lorraine Sellwood Sebastian Elwell Samantha Gibson Adam Kemp Hugh Breach David Stamp Colin Low Suzanne Walker Andy Parsons Andrew Mence Our Later Life Adviser Accreditation is available to advisers who want to excel, providing a gold standard of advice to those in later life for the right client outcomes time and time again. https://lnkd.in/eQbXzMMq #LaterLifeAdviserAccreditation #SOLLAAccreditation #Congratulations #BetterConversations #theSOLLAdifference
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The Chancellor's decision to raise National Insurance contributions will have a huge impact on so many businesses . And one sector that will be badly affected will be the Care sector. This change could be the last straw that causes more care homes to close their doors. So we're asking that you take a moment to read the letter being sent to the Chancellor by a wide ranging number of organisations in the care sector. Urgently calling for an immediate review of measures announced in the Autumn budget. And for the establishment of exemptions similar to those granted to the NHS. Or alternatively, an adjustment to Local Government Finance to bridge this funding gap. If, like us, you feel that this is something that you support, please do add your voice by signing the letter. Providers Unite is a powerful campaign, uniting adult care service providers across the UK to advocate for meaningful change. Bringing together a network of care providers collectively serving over 1.2 million individuals, and employing a dedicated workforce of 1.59 million. Please join the 1500+ signatures on this open letter to Chancellor Rachel Reeves. It's so important to have your say. https://lnkd.in/eUj4zppZ #ProvidersUnite #HaveYourSay #LaterLifeCare #BetterConversations #theSOLLAdifference