The Society of Later Life Advisors
By Leigh McDonald
It’s important families have all the information they need to make good care funding decisions.
The Society of Later Life Advisors (SOLLA) help 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.
Good Advice Pays
It’s important families have all the information they need to make good care funding decisions. The Society of Later Life Advisors (SOLLA) help 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 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. McDonald Homecare is not affiliated in any way with SOLLA, the information provided on this page is solely as a resource that may be helpful to you.
All SOLLA later life advisers specialise in the financial needs of older people. Professional qualifications, whilst essential, do not always give a full picture of an adviser’s experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time.
All full members of the Society must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure their clients know what to expect from their services. Accredited advisers can advise on:
Retirement Planning - Pensions and Annuities
Funding for Care Home Fees
Funding for care in your own home
Equity release and other property options
Savings and investment planning
Tax matters and estate and wealth planning
You can search for a local advisor on SOLLA’s website
If you’d like a personalised live-in care cost, based on your specific needs, try our free care quotation service.