Accredited financial advisers offer expertise in later-life financial matter, including:
- Retirement planning, including pensions and annuities
- Funding care
- Equity release and other property options
- Savings and investments
- Tax planning
- Estate and wealth management planning
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 service 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




