Oakmere Wealth Management Advisors - Later Life Adviser

The Later Life Adviser Accreditation

The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.

Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.

The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and advisers need to re-license their accreditation annually, evidencing their continued development and knowledge.

Society of Later Life Advisers

The Society of Later Life Advisers (SOLLA) is a not for profit organization, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society’s aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.

SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalized illustration.