The Personal Finance Society (PFS) now recognises the Society of Later Life Advisers (SOLLA) later life adviser accreditation as counting towards achieving fellowship membership status.
Following talks between SOLLA and the PFS, later life adviser accredited financial planning professionals can now make a formal application for recognition.
This is can be part of their request for PFS fellowship membership status.
Financial planning professionals simply need to complete an online application form on the CII’s website and attach evidence of their current SOLLA later life adviser accreditation, which is recognised as 30 credits.
The recognition of SOLLA’s accreditation comes after the CII ‘Shaping the future together’ consultation.
This proposed regulated qualifications and experience would no longer be the only way to achieve chartered and fellow designations.
PFS membership director Mark Hutchinson said: “Achieving later life adviser accreditation from the SOLLA is an endorsement of a financial planning professional’s skills and experience of working with, and…
