The Later Life Academy launched in 2014 as a place where financial advisers could obtain training, development and support to expand and enhance their skills in the ‘later life’ market.
The Academy is designed for financial advisers and subjects are broken down into a series of modules, so individuals can decide which best suit their experience and needs. Subjects covered include annuities and investments, taxation and benefits, care and funding options, equity release and lending in retirement, funeral planning, wills, trusts and EPAs, factfinding and report writing.
The Academy principle is to help financial advisers provide more solutions to more customers and is therefore focused on improving the product variety and solutions through which we can help our customers achieve their ambitions in retirement.
Mark Turney is a graduate member of the Later Life Academy.