10 - SOLLA and the importance of accredited later life financial planning advice
Description
In this episode of The Retirement Lounge, Nick speaks with Jane Finnerty, Chair of the Society of Later Life Advisers (SOLLA), about the importance of good financial advice in later life and what makes SOLLA-accredited advisers different.
They explore what SOLLA is, how it came about, and why accreditation matters when navigating complex decisions around care, estate planning, and vulnerability.
Jane brings warmth, experience, and passion to a topic that’s often misunderstood, helping listeners understand where to turn when life throws up uncertainty.
Whether you're approaching later life yourself, supporting a loved one, or part of the “sandwich generation” balancing care responsibilities with your own household, this episode is full of insight.
United States
