General terms

  • The Retirement Advice Standard applies only to those who can offer a fully advised service to a client with a wide range of solutions from across the whole market.
  • SOLLA Enterprises reserves the right to review cases, CPD and claimed membership of professional bodies.
  • The Retirement Advice Standard will be reviewed regularly in light of FCA requirements and as new examinations in this area of advice are introduced.
  • Achievement of this standard does not in itself, in any way constitute membership of the Society of Later Life Advisers or that the standard holder has achieved Later Life Adviser Accreditation.
  • Retirement Advice Standard holders agree to follow the Retirement Advice Standard Code of Practice.
  • Retirement Advice Standard holders must inform SOLLA Enterprises immediately if their circumstances change, as to employer or any upheld complaints.

What are the benefits of the Retirement Advice Standard?

  • As a Retirement Advice Standard holder you will:

    • be able to use the SOLLA Retirement Advice Standard logo for marketing purposes
    • receive regular newsletters, communications, information, press releases and updates about the Later Life Market, including industry and legislative updates, social care, health and welfare issues etc
    • have access to specific training courses on older client matters, at preferential membership rates
    • have access to local regional SOLLA networks and the LinkedIn discussion forum, giving technical information and support from peer group
    • have access to the members area of the SOLLA website, giving additional information about SOLLA, your membership,and other useful documents and information

How may I make reference to my Retirement Advice Standard?

  • You will be entitled to use the Retirement Advice Standard logo.
  • Your details will not appear on the Retirement Advice Standard website, but not on the SOLLA website, and you may openly state that you are a Retirement Standard holder.
  • As a Retirement Advice Standard holder you may provide a link to SOLLA website from your own webaite.
  • Any references you make to the Retirement Advice Standard must relate to you as an individual member and not to your wider organisation or group. The standard is an individual standard, and use of the logo should not in any way imply that the standard is that of the wider firm, organisation or department therein.

Membership requirements

  • Retirement Advice Standard holders must inform SOLLA immediately if their circumstances change, specifically in any changes that may impact your eligibility for the standard.

Termination of standard

  • At the end of your Retirement Advice Standard, you are required to remove the Retirement Advice Standard logo from all literature, letterheads, brochures, websites and other promotional and information material used in the conduct of its business within sixty days.

Data protection

  • SOLLA’s data protection statement can be found at www.societyoflaterlifeadvisers.co.uk/privacy-policy.  Your details will be stored on our customer database. We may use your personal data for future e-mail mailings, general correspondence and correspondence which may relate to you. We will not share your data with third parties.  If you would rather not receive future marketing e-mails from us please inform us by e-mail admin@societyoflaterlifeadvisers.co.uk.