The Later Life Academy has been granted accreditation by the National
Skills Academy for Financial Services (NSAFS) for its adviser development programme.
LLA’s development programme allows later life advisers to receive training,
development and support to expand and enhance their skills and business
streams in the later life market.
Attendees must hold a basic level financial services certificate of practice and must be currently advising on equity release and later life lending, pension options, care, annuities or investments, estate planning or funeral planning.
The objective of the programme is to help advisers widen their product
range and be able to provide more solutions to more customers, improving
the commercial prospects of their business.
The programme is broken down into seven modules: the LLA induction course; fact finding and client needs; pensions and guidance; equity release and long-term care; marketing; benefits and taxation; and trusts, wills and estate planning.
Later Life Academy managing director Stuart Wilson says: “This is an independent assessment of our programme against high quality industry benchmarks and we will be working on an ongoing basis with the National Skills Academy to develop our offering.”
He adds: “Advisers have a myriad of possibilities to explore with their later life
clients and by utilising the Academy and our development programme they’ll
be able to secure the knowledge and qualifications necessary to achieve
“In areas like later life lending, equity release, pensions, wills, funeral plans, long-term care, those in or reaching retirement are looking for quality advice.”
NSAFS head of employer engagement and sales Trevor Child says: “The achievement confirms both the quality of the content and delivery.
“Accreditation status also offers reassurance to learners that the programme is amongst the best in the financial services industry.”